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Numerai GP LLC

CIK:0001668527
Hedge Fund
$839M AUM
438 holdings
San Francisco, CA, United States
Founded:2015
30 employees
Latest filing:Jun 30, 2025

Numerai GP LLC is a hedge fund headquartered in San Francisco, California. Founded in 2015, the firm operates a novel platform that leverages a global network of data scientists to build machine-learning-based models for institutional-grade, market-neutral global equity investing. Numerai is known for its innovative combination of crypto incentives, crowdsourced data models, and advanced quantitative trading, serving primarily institutional investors while aiming to reshape how hedge funds utilize data and artificial intelligence.

Investment Strategy

Numerai GP LLC employs a quantitative, market-neutral, long/short global equity strategy. The fund utilizes proprietary machine learning models built from crowdsourced predictions submitted by thousands of data scientists worldwide. These models drive stock selection and risk management with the objective of delivering returns uncorrelated to traditional market indices. Numerai's approach distinguishes itself through its integration of cryptographic incentives and decentralized model-building, aiming for institutional-grade investment performance with a science-driven, data-centric philosophy.

Latest 13F Filing Activity

Numerai GP LLC filed their most recent 13F report on Jun 30, 2025 disclosing 434 equity positions with a total 13F market value of $694M. The fund increased holdings in Wyndham Hotels & Resorts Inc., Salesforce Inc., Sportradar Group AG among other positions. Numerai GP LLC reduced exposure to Doordash Inc., Textron Inc., General Dynamics Corp. among others.

Top Buys
W
WHWYNDHAM HOTELS & RESORTS INC
+$10.1M
C
CRMSALESFORCE INC
+$9.1M
S
SRADSPORTRADAR GROUP AG
+$8.7M
B
BKEBUCKLE INC
+$8.0M
P
PNCPNC FINL SVCS GROUP INC
+$7.8M
Top Sells
D
DASHDOORDASH INC
-$6.7M
T
TXTTEXTRON INC
-$6.2M
G
GDGENERAL DYNAMICS CORP
-$4.9M
H
HUBBHUBBELL INC
-$4.3M
T
TFIITFI INTL INC
-$4.0M

Top Holdings

W
WHWYNDHAM HOTELS & RESORTS INC
+1.5%$10.6M
S
SRADSPORTRADAR GROUP AG
+1.3%$9.2M
I
IEXIDEX CORP
+1.3%$9.2M
C
CRMSALESFORCE INC
+1.3%$9.1M
E
EXEEXPAND ENERGY CORPORATION
+1.3%$8.9M

Equity Positions (434)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
WYNDHAM HOTELS & RESORTS INC1.52%$10.6M130,255$81.56$81.21+$10.1M
SPORTRADAR GROUP AG1.32%$9.2M326,685$27.68$28.08+$8.7M
IDEX CORP1.32%$9.2M52,199$178.13$175.57+$4.7M
SALESFORCE INC1.32%$9.1M33,549$272.69$272.69+$9.1M
EXPAND ENERGY CORPORATION1.28%$8.9M75,997$115.86$116.94+$7.3M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.1%
STATE COMMERCIAL BANKS
+4.6%
NATIONAL COMMERCIAL BANKS
+3.6%
CRUDE PETROLEUM & NATURAL GAS
+3.5%
HOTELS & MOTELS
+3.1%