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Winton Capital Group Limited
David Harding · Hedge Fund · Quant/Systematic
Winton Capital Group Limited, commonly known as Winton Group, is a prominent quantitative investment management firm founded in 1997 by Sir David Harding. Headquartered in London, the firm is a pioneer in the application of scientific research and statistical modeling to financial markets. Winton's history is rooted in the systematic trend-following strategies developed by Harding, which have since expanded into a wide range of quantitative multi-strategy and long-short equity programs. The firm emphasizes a collaborative, research-first culture, often hiring scientists and researchers from outside the traditional finance industry to analyze large-scale datasets. With a global presence across several continents, Winton manages assets for some of the world's largest institutional investors, focusing on delivering long-term, absolute returns that are uncorrelated with traditional market indices.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +30.3% |
| YTD return | +23.3% |
| Sharpe ratio | 3.79 |
| Win rate | 53% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.winton.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 27.7% | +1.9% |
| CME | CME Group Inc | 5.6% | +2.1% |
| CRWD | Crowdstrike Holdings Inc | 5.5% | +15.1% |
| INCY | Incyte Corporation | 5.0% | +6.7% |
| CSX | CSX Corporation | 4.4% | +0.0% |
| SOLS | Solstice Advanced Materials, Inc | 4.3% | -21.4% |
| AES | The AES Corporation | 4.2% | +2.1% |
| PSA | Public Storage | 4.1% | -8.9% |
| MAS | Masco Corporation | 3.9% | -4.6% |
| VLO | Valero Energy Corporation | 3.7% | +14.2% |
| KLAC | KLA-Tencor Corporation | 3.6% | -9.7% |
| CVNA | Carvana Co | 3.5% | -10.9% |
| SF | Stifel Financial Corporation | 3.5% | +1.4% |
| ENTG | Entegris Inc | 3.4% | +30.5% |
| MLI | Mueller Industries Inc | 3.0% | -9.4% |
| BKNG | Booking Holdings Inc | 3.0% | +7.6% |
| MSM | MSC Industrial Direct Company Inc | 3.0% | +11.0% |
| TMO | Thermo Fisher Scientific Inc | 2.9% | 0.0% |
| NVDA | NVIDIA Corporation | 2.8% | +5.2% |
| META | Meta Platforms Inc. | 2.8% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | CME | 5.6% → 5.6% |
| Sep 21, 2026 | SELL | CVNA | 3.9% → 3.5% |
| Sep 21, 2026 | SELL | BKNG | 3.4% → 3.0% |
| Sep 21, 2026 | BUY | INCY | 4.9% → 5.0% |
| Sep 21, 2026 | SELL | NOW | 2.8% → 0.0% |
Investment Style Analysis
Winton Capital Group Limited is widely recognized for employing a Quant/Systematic strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Winton Capital Group Limited made a significant move by reducing the position in CME. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Winton’s investment philosophy is based on the conviction that financial markets are not perfectly efficient and that empirical research can identify profitable trading opportunities. The firm employs a rigorous scientific method to analyze historical data, seeking to identify persistent patterns and statistical anomalies. Its investment process is almost entirely systematic and automated, utilizing advanced algorithms to execute trades across global futures and equity markets. By combining trend-following techniques with diverse quantitative signals, Winton aims to build robust portfolios that provide meaningful diversification. The firm’s commitment to original research and continuous innovation remains the cornerstone of its strategy, ensuring its models evolve in response to changing market dynamics.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Winton Capital Group Limited.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Winton Capital Group Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Winton Capital Group Limited's largest holding?
As of the latest filing, Winton Capital Group Limited's top position is Berkshire Hathaway Inc (BRK-A), representing 27.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Winton Capital Group Limited's historical performance and risk profile?
Our simulation indicates a total return of +30.3% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 3.79, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Winton Capital Group Limited primarily invest in?
Winton Capital Group Limited has a strong preference for the Insurance - Diversified sector, which makes up 27.7% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is Winton Capital Group Limited's portfolio concentrated or diversified?
Winton Capital Group Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Winton Capital Group Limited performed in 2026?
Our AI-simulated model portfolio for Winton Capital Group Limited tracks a Year-to-Date (YTD) return of +23.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Harding manage Winton Capital Group Limited directly?
Yes, David Harding serves as the key portfolio manager for Winton Capital Group Limited, overseeing the investment strategy and final capital allocation decisions.