Inceptionr LLC
INCEPTIONR LLC is a quantitative investment adviser based in Palo Alto, California, founded in April 2019. The firm focuses on global quantitative investment strategies using advanced machine learning techniques for alpha generation. It is a limited liability company registered with the SEC and serves mainly pooled investment vehicles, with approximately $951.2 million in assets under management as of March 2025. The firm is relatively small, with 3 employees, and is led by principal owner Li Lu.
Investment Strategy
INCEPTIONR LLC operates as a global quantitative investment advisor. Its strategies are driven by machine learning and quantitative research, seeking to generate alpha by systematically analyzing vast and diverse datasets across global markets. The firm deploys proprietary models for portfolio construction and risk management, focusing on efficiency, diversification, and the discovery of persistent investment opportunities in liquid markets.
Top Holdings
Equity Positions (621)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BAC | BANK AMERICA CORP | 0.53% | $2.3M | 48,748 | $47.32 | $47.32 | +$2.3M |
A AZO | AUTOZONE INC | 0.53% | $2.3M | 621 | $3143.95 | $3712.23 | +$486.6K |
P PAYX | PAYCHEX INC | 0.53% | $2.3M | 15,841 | $145.46 | $145.46 | +$2.3M |
T TT | TRANE TECHNOLOGIES PLC | 0.53% | $2.3M | 5,263 | $399.23 | $437.41 | +$1.2M |
A ACM | AECOM | 0.53% | $2.3M | 20,387 | $112.86 | $112.86 | +$2.3M |