Menu
Sign In Add Podcast

Acquired

Renaissance Technologies

6476.798 - 6498.563 Ben Gilbert

Well, the 13F for Renaissance has 4,300 stocks in these tiny little chunks. And there's a little bit of persistence quarter to quarter. For example, weirdly, Novo Nordisk has been one of their biggest holdings. Biggest, I say, at like 1% to 2%. That's their biggest position for several quarters in a row. Hey, they've been listening to a choir. That's right. That's one of the signals in the model.

0
💬 0

Comments

There are no comments yet.

Log in to comment.