Jim Simons Renaissance Technologies
AUM
$75.2B
1-Year Return
41.49%
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 Return
+11.58%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$130B
AUM Growth
+$12B
(+10%)
Cap. Flow
+$3.31B
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
12.68%
Holding
3,913
New
518
Increased
1,840
Reduced
1,085
Closed
444
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.76B |
| 2 |
Tesla
TSLA
|
+$1.37B |
| 3 |
Amazon
AMZN
|
+$623M |
| 4 |
AbbVie
ABBV
|
+$398M |
| 5 |
Qualcomm
QCOM
|
+$394M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$1.54B |
| 2 |
Johnson & Johnson
JNJ
|
+$603M |
| 3 |
Micron Technology
MU
|
+$366M |
| 4 |
Meta Platforms (Facebook)
META
|
+$365M |
| 5 |
UnitedHealth
UNH
|
+$353M |
Sector Composition
| 1 | Healthcare | 21.21% |
| 2 | Technology | 12.91% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Financials | 8.47% |
| 5 | Industrials | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VRE
276
Veris Residential
VRE
$1.49B
| $100M | 0.08% |
4,336,700
-608,625
| -12% | -$14.1M |
|
277
Expedia Group
EXPE
$26.6B
| $100M | 0.08% |
926,265
-1,230,700
| -57% | -$133M |
|
278
GeoPark
GPRK
$330M
| $99.7M | 0.08% |
4,527,132
+58,930
| +1% | +$1.3M |
|
279
Highwoods Properties
HIW
$3.45B
| $99.4M | 0.08% |
2,033,183
-443,417
| -18% | -$21.7M |
|
280
TJX Companies
TJX
$155B
| $99.2M | 0.08% |
1,625,300
+940,600
| +137% | +$57.4M |
|
281
Old Republic International
ORI
$9.88B
| $98.9M | 0.08% |
4,423,020
-1,555,573
| -26% | -$34.8M |
|
282
Sinclair Inc
SBGI
$928M
| $98.9M | 0.08% |
2,966,199
-1,130,628
| -28% | -$37.7M |
|
|
RPAI
283
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $98.5M | 0.08% |
7,353,321
+284,969
| +4% | +$3.82M |
|
|
SJR
284
DELISTED
Shaw Communications Inc.
SJR
| $98.1M | 0.08% |
4,833,644
+98,244
| +2% | +$1.99M |
|
285
Manulife Financial
MFC
$52.4B
| $97.8M | 0.08% |
4,817,412
-1,526,502
| -24% | -$31M |
|
|
X
286
DELISTED
US Steel
X
| $97.4M | 0.07% |
8,534,700
+1,449,400
| +20% | +$16.5M |
|
287
Coca-Cola Femsa
KOF
$17.7B
| $97.1M | 0.07% |
1,602,100
+107,000
| +7% | +$6.49M |
|
288
CVR Energy
CVI
$3.23B
| $97M | 0.07% |
2,399,379
+294,610
| +14% | +$11.9M |
|
289
Trip.com Group
TCOM
$47.3B
| $96.4M | 0.07% |
2,872,879
+742,988
| +35% | +$24.9M |
|
290
HP
HPQ
$26.6B
| $95.7M | 0.07% |
4,654,894
+3,318,494
| +248% | +$68.2M |
|
|
SWCH
291
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $95.5M | 0.07% |
6,444,555
+930,388
| +17% | +$13.8M |
|
292
WSFS Financial
WSFS
$3.16B
| $95.1M | 0.07% |
2,162,631
-170,202
| -7% | -$7.49M |
|
293
Liberty Global Class A
LBTYA
$3.95B
| $94.9M | 0.07% |
4,175,196
+1,579,664
| +61% | +$35.9M |
|
294
Sony
SONY
$171B
| $94.5M | 0.07% |
6,949,000
-7,487,000
| -52% | -$102M |
|
295
Corcept Therapeutics
CORT
$7.53B
| $94M | 0.07% |
7,768,214
+1,244,005
| +19% | +$15.1M |
|
296
Spirit AeroSystems
SPR
$4.75B
| $93.9M | 0.07% |
1,287,799
+668,599
| +108% | +$48.7M |
|
297
Gentex
GNTX
$6.15B
| $93.7M | 0.07% |
3,233,835
+175,402
| +6% | +$5.08M |
|
298
Perdoceo Education
PRDO
$2.16B
| $93.5M | 0.07% |
5,086,095
+287,532
| +6% | +$5.29M |
|
299
Lockheed Martin
LMT
$108B
| $93.2M | 0.07% |
239,300
+195,309
| +444% | +$76M |
|
|
MZTI
300
The Marzetti Company Common Stock
MZTI
$4.96B
| $93.1M | 0.07% |
581,362
-57,000
| -9% | -$9.13M |
|