Renaissance
Renaissance IM International Equity ADR Strategy
International
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Renaissance for every strategy.
What it bought and sold
- New positionTGSJun 2026
During the quarter, we purchased TGS (Norway), an energy data and services provider.
- ExitedGalp EnergiaJun 2026
Conversely, we sold Galp Energia (Portugal) an integrated energy company.
Also held
- Flex
- Alibaba
- Lenovo