Jim SimonsRenaissance Technologies

AUM $66.1B

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.

AUM

$66.1B

AUM Growth

-$1.48B (-2%)

Cap. Flow

+$4.32B

Cap. Flow % of AUM

6.53%

Top 10 Holdings %Top 10 Hldgs %

10.65%

Holding

3,989

New

456

Increased

1,473

Reduced

1,442

Closed

583

Top Buys

1	Broadcom AVGO	$406M
2	Alphabet (Google) Class A GOOGL	$351M
3	Meta Platforms (Facebook) META	$316M
4	Walmart WMT	$230M
5	ServiceNow NOW	$217M

Top Sells

1	Apple AAPL	$549M
2	Palantir PLTR	$549M
3	Netflix NFLX	$378M
4	NVIDIA NVDA	$267M
5	Alibaba BABA	$207M

Sector Composition

1	Technology	17.9%
2	Healthcare	14.96%
3	Consumer Discretionary	11.29%
4	Financials	11.03%
5	Industrials	8.51%

#	Name	Market Value	Portfolio Weight	Shares or Principal	Shares Change %	Capital Flow
3526	3526 YieldMax TSLA Option Income Strategy ETF TSLY $1.15B	$0	0%	0 -134,600	Closed	–
3527	3527 TTEC Holdings TTEC $249M	$0	0%	0 -64,322	Closed	–
3528	3528 TETRA Technologies TTI $401M	$0	0%	0 -29,801	Closed	–
3529	3529 Texas Instruments TXN $171B	$0	0%	0 -64,100	Closed	–
3530	3530 United Homes Group UHG $114M	$0	0%	0 -19,247	Closed	–
3531	3531 United Microelectronic UMC $19.7B	$0	0%	0 -1,967,384	Closed	–
3532	3532 UnitedHealth UNH $292B	$0	0%	0 -278,658	Closed	–
3533	3533 United Parcel Service UPS $82.7B	$0	0%	0 -177,401	Closed	–
3534	3534 US Gold Corp USAU $137M	$0	0%	0 -93,900	Closed	–
3535	3535 United Maritime USEA $12.3M	$0	0%	0 -60,502	Closed	–
3536	3536 US GoldMining USGO $128M	$0	0%	0 -10,571	Closed	–
3537	3537 iShares Broad USD High Yield Corporate Bond ETF USHY $22.5B	$0	0%	0 -211,943	Closed	–
3538	3538 Utz Brands UTZ $1.09B	$0	0%	0 -80,100	Closed	–
3539	3539 Valaris VAL $2.76B	$0	0%	0 -491,572	Closed	–
3540	3540 Vertex VERX $6.01B	$0	0%	0 -94,700	Closed	–
3541	3541 Vanguard Financials ETF VFH $11.4B	$0	0%	0 -14,100	Closed	–
3542	3542 Vanguard Health Care ETF VHT $15.2B	$0	0%	0 -2,500	Closed	–
3543	3543 Vicor VICR $2.01B	$0	0%	0 -12,500	Closed	–
3544	3544 Vanguard S&P Small-Cap 600 Value ETF VIOV $1.25B	$0	0%	0 -3,523	Closed	–
3545	3545 Vanguard Industrials ETF VIS $5.5B	$0	0%	0 -1,200	Closed	–
3546	3546 Vanguard Global ex-US Real Estate ETF VNQI $3.53B	$0	0%	0 -16,300	Closed	–
3547	3547 Vanguard Mid-Cap Value ETF VOE $17.5B	$0	0%	0 -8,900	Closed	–
3548	3548 Vanguard Russell 1000 Growth ETF VONG $27.4B	$0	0%	0 -70,400	Closed	–
3549	3549 Vanguard S&P 500 Growth ETF VOOG $16.4B	$0	0%	0 -10,400	Closed	–
3550	3550 Vanguard S&P 500 Value ETF VOOV $5.28B	$0	0%	0 -6,500	Closed	–