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
3651	3651 iShares US Financials ETF IYF $3.85B	$0	0%	0 -14,300	Closed	–
3652	3652 iShares US Technology ETF IYW $20B	$0	0%	0 -6,200	Closed	–
3653	3653 ICZOOM Group IZM $29.9M	$0	0%	0 -26,300	Closed	–
3654	3654 JD.com JD $48.9B	$0	0%	0 -1,143,700	Closed	–
3655	3655 JPMorgan Equity Premium Income ETF JEPI $39.7B	$0	0%	0 -68,500	Closed	–
3656	3656 Jack Henry & Associates JKHY $13.5B	$0	0%	0 -58,519	Closed	–
3657	3657 JPMorgan US Quality Factor ETF JQUA $6.12B	$0	0%	0 -22,000	Closed	–
3658	3658 Jowell Global JWEL $4.45M	$0	0%	0 -11,500	Closed	–
3659	3659 Invesco KBW Bank ETF KBWB $3.76B	$0	0%	0 -42,900	Closed	–
3660	3660 Kirby Corp KEX $6.18B	$0	0%	0 -9,100	Closed	–
3661	3661 Keysight KEYS $28.4B	$0	0%	0 -110,299	Closed	–
3662	3662 Realty Income O $50.8B	$0	0%	0 -715,344	Closed	–
3663	3663 Oblong OBLG $4.18M	$0	0%	0 -11,100	Closed	–
3664	3664 Old Dominion Freight Line ODFL $35.8B	$0	0%	0 -256,817	Closed	–
3665	3665 iShares S&P 100 ETF OEF $17.8B	$0	0%	0 -12,900	Closed	–
3666	3666 OFG Bancorp OFG $1.91B	$0	0%	0 -84,600	Closed	–
3667	3667 OLB OLB $3.41M	$0	0%	0 -10,437	Closed	–
3668	3668 Fidelity Nasdaq Composite Index ETF ONEQ $7.26B	$0	0%	0 -23,800	Closed	–
3669	3669 OneMedNet ONMD $12.5M	$0	0%	0 -10,845	Closed	–
3670	3670 Onto Innovation ONTO $4.75B	$0	0%	0 -3,600	Closed	–
3671	3671 Opko Health OPK $1.05B	$0	0%	0 -145,977	Closed	–
3672	3672 O'Reilly Automotive ORLY $79.5B	$0	0%	0 -105,894	Closed	–
3673	3673 Otis Worldwide OTIS $38.8B	$0	0%	0 -112,400	Closed	–
3674	3674 Outlook Therapeutics OTLK $55.5M	$0	0%	0 -130,374	Closed	–
3675	3675 Otter Tail OTTR $3.31B	$0	0%	0 -39,335	Closed	–