Jim Simons

Jim Simons Renaissance Technologies

AUM $75.8B
1-Year Est. Return 50.56%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.2B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,018
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$721M
3 +$468M
4
UNH icon
UnitedHealth
UNH
+$422M
5
GEV icon
GE Vernova
GEV
+$376M

Top Sells

1 +$673M
2 +$481M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402M
5
PLTR icon
Palantir
PLTR
+$380M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.51%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MTRN icon
2526
Materion
MTRN
$2.63B
$984K ﹤0.01%
12,400
-19,900
FXF icon
2527
Invesco CurrencyShares Swiss Franc Trust
FXF
$395M
$984K ﹤0.01%
+8,800
ZVIA icon
2528
Zevia
ZVIA
$177M
$979K ﹤0.01%
304,126
+47,400
NAII icon
2529
Natural Alternatives International
NAII
$19.8M
$976K ﹤0.01%
297,656
-6,500
IHRT icon
2530
iHeartMedia
IHRT
$661M
$976K ﹤0.01%
554,600
+58,400
PRIM icon
2531
Primoris Services
PRIM
$6.76B
$974K ﹤0.01%
+12,491
PSBD icon
2532
Palmer Square Capital BDC
PSBD
$376M
$973K ﹤0.01%
69,700
-19,700
FCF icon
2533
First Commonwealth Financial
FCF
$1.79B
$972K ﹤0.01%
59,900
+30,200
MATW icon
2534
Matthews International
MATW
$801M
$972K ﹤0.01%
40,653
-9,200
BWMN icon
2535
Bowman Consulting
BWMN
$582M
$969K ﹤0.01%
+33,700
CBRE icon
2536
CBRE Group
CBRE
$48.1B
$967K ﹤0.01%
+6,900
CIVI icon
2537
Civitas Resources
CIVI
$2.31B
$966K ﹤0.01%
35,104
-98,303
BLFY icon
2538
Blue Foundry Bancorp
BLFY
$262M
$966K ﹤0.01%
100,890
+23,290
FRHC icon
2539
Freedom Holding
FRHC
$8.33B
$964K ﹤0.01%
+6,600
IJJ icon
2540
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$964K ﹤0.01%
7,800
-8,000
ARDT
2541
Ardent Health
ARDT
$1.26B
$963K ﹤0.01%
70,500
+24,800
BKV
2542
BKV Corp
BKV
$2.59B
$960K ﹤0.01%
39,800
-65,200
RWL icon
2543
Invesco S&P 500 Revenue ETF
RWL
$7.18B
$959K ﹤0.01%
+9,200
ACMR icon
2544
ACM Research
ACMR
$2.58B
$958K ﹤0.01%
+37,000
ECOR icon
2545
electroCore
ECOR
$36.8M
$954K ﹤0.01%
180,686
+2,261
ECG
2546
Everus Construction Group
ECG
$4.54B
$953K ﹤0.01%
15,000
+7,700
MCB icon
2547
Metropolitan Bank Holding Corp
MCB
$832M
$952K ﹤0.01%
+13,600
PVAL icon
2548
Putnam Focused Large Cap Value ETF
PVAL
$6.28B
$945K ﹤0.01%
+23,500
NL icon
2549
NL Industries
NL
$274M
$943K ﹤0.01%
147,414
-1,900
ERAS icon
2550
Erasca
ERAS
$979M
$943K ﹤0.01%
742,500
-214,007