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During the week, starting on May 12, large cash managers published their 13F applications, letting retail investors look at their Q1 2025 buys and sellsThe Renaissance Technologies field is one of the companies that released its 13F in the last quarter. Many consider the company the most successful hedge fund. The Flagship Medallions Fund received a strikingly good profit from 1988 to 2021.

Even after the fees, the profit of the fund by 39% for this period was more than three times higher than in the return of the S&P 500. The fund also reached a profitability of 76% in 2020, When S&P 500 returned a little more than 16%.

Parts 13f companies are intriguing, as the company has set priorities for some of the largest shares in the world. Below are the details of the largest purchases Renaissance in the first quarter of 2025.

Considering the prices for the trade of these companies in the first quarter, it can give an idea of ​​the levels of assessment, where the Renaissance can consider these shares underestimated. This can help inform the decisions of retail investors when evaluating whether these shares are reassessed or underestimated.

All relative profitability and change in the price of the use of closing price as of May 20.

Renaissance Ups Googl Coale more than half a billion dollars

In third place for the largest purchases Renaissance in the first quarter of 2025 is the mother company Google, Alphabet NASDAQ: GooglThe Renaissance field has acquired almost 2.3 million shares of Alphabet Class A and more than 1.3 million shares of Class C.

In general, the announced cost of investing in the alphabet increased from less than $ 600,000 to $ 558 million. It is noteworthy that Alphabet Class A shares Trade is almost 10% lower than their average value Closing price of about 183 US dollars in the first quarter. In addition, they are traded less than 6% higher than the minimum, which they reached in the first quarter.

This moderate amount of capture of the potential suggests that the Renaissance is still believed that the alphabet is bargaining with a high cost.

Have Deepseek Development changed the Renaissance melody on the meta -platforms?

The second largest purchase of Renaissance in the first quarter was the magnificent Seven Stock, meta-platform NASDAQ: metThe field has significantly increased its share in META by almost 550,000 shares.

This increased the cost of the company Position in Meta more than 300 million up to 345 million dollarsThe field is an interesting detail about META in the fact that the lowest price of shares in this quarter was only 1.5% lower than its price at the beginning of the quarter.

So, Why Renaissance bought so many meta -puzzles In the first quarter, despite the fact that its cost barely fell in general? Perhaps the prospect of the Renaissance to the META business has changed positively in the first quarter.

Can they agree that Mark Zuckerberg took that Deepseek is positive for META, confirming the company’s approach to artificial intelligence models? In general, META grew by only 11% compared to the lowest price in the first quarter and is traded slightly below the average closing price in the first quarter of $ 643.

This suggests that the Renaissance probably still sees growth in this name, given that the company still could not capture a big role.

Broadcom was the biggest purchase of Renaissance, but is the restoration exaggerated?

The latter is Broadcom NASDAQ: AVGOThe Stock -Reissance spent the most in the first quarter. The company added more than 2.4 million shares to its Broadcom position in the first quarter. It was Massive changesSince the company held only about 2500 shares at the end of the 4th quarter of 2024.

At the end of the first quarter, this position cost approximately $ 406 million. This, of course, is the most significant number of Broadcom shares, which Renaissance reported, at least since 2019.

Like many technological shares, Broadcom shares fell in the first quarter. Deepseek News had more than 17% promotions One day in January. The lowest price of the shares in the first quarter amounted to a little more than $ 167. Since this is a quarterly minimum, shares have grown by more than 38% as of May 20.

Given this significant growth, of course, it is possible that the market has already wiped the Renaissance in this reserve. Nevertheless, no one knows what price Renaissance acquired shares.

Broad The average closing price is about 211 US dollars In Q1 it draws a potentially more favorable picture. Promotions grew by only 10% of this level.

Looking at The most significant purchases of the Renaissance in the first quarter It provides a fascinating view of where the company saw the price in the market. Understanding the trade ranges of these shares in the quarter helps to hone the fact that the Renaissance believes that these important actions are worth it.

Before considering the alphabet, you will want to hear it.

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View five shares here

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