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 | |
|---|---|---|---|---|---|---|
|
CCMP
401
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $68.9M | 0.05% |
477,363
-200,076
| -30% | -$28.9M |
|
402
PPG Industries
PPG
$24.6B
| $68.7M | 0.05% |
514,653
+46,153
| +10% | +$6.16M |
|
|
MIC
403
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $68.3M | 0.05% |
1,595,400
+18,100
| +1% | +$775K |
|
404
Empire State Realty Trust
ESRT
$1.3B
| $68.3M | 0.05% |
4,892,292
+72,844
| +2% | +$1.02M |
|
405
Stellantis
STLA
$25.3B
| $68.1M | 0.05% |
4,598,540
+1,799,251
| +64% | +$26.6M |
|
406
Centene
CNC
$15.4B
| $68.1M | 0.05% |
1,082,700
-1,258,932
| -54% | -$79.1M |
|
407
Teradata
TDC
$1.99B
| $67.7M | 0.05% |
2,529,193
-582,607
| -19% | -$15.6M |
|
|
AHH
408
Armada Hoffler Properties
AHH
$576M
| $67.6M | 0.05% |
3,685,809
-48,300
| -1% | -$886K |
|
409
PROS Holdings
PRO
$727M
| $67.2M | 0.05% |
1,122,100
-272,100
| -20% | -$16.3M |
|
|
STOR
410
DELISTED
STORE Capital Corporation
STOR
| $66.6M | 0.05% |
1,789,400
+304,000
| +20% | +$11.3M |
|
411
Charter Communications
CHTR
$35.9B
| $66.6M | 0.05% |
137,200
+66,000
| +93% | +$32M |
|
412
Allete
ALE
$3.7B
| $66.3M | 0.05% |
817,007
-136,000
| -14% | -$11M |
|
413
Sturm, Ruger & Co
RGR
$587M
| $65.9M | 0.05% |
1,400,576
-5,400
| -0.4% | -$254K |
|
414
Equity Residential
EQR
$25.2B
| $65.8M | 0.05% |
+813,700
| New | +$65.8M |
|
415
Ambarella
AMBA
$3.56B
| $65.7M | 0.05% |
1,084,633
+297,407
| +38% | +$18M |
|
416
PLDT
PHI
$4.19B
| $65.5M | 0.05% |
3,277,116
+105,762
| +3% | +$2.11M |
|
|
UHT
417
Universal Health Realty Income Trust
UHT
$569M
| $65.5M | 0.05% |
557,910
-9,590
| -2% | -$1.13M |
|
418
Tyson Foods
TSN
$19.7B
| $65.4M | 0.05% |
718,100
+672,500
| +1,475% | +$61.2M |
|
419
L3Harris
LHX
$51.6B
| $65.3M | 0.05% |
330,241
-85,039
| -20% | -$16.8M |
|
420
Shenandoah Telecom
SHEN
$728M
| $65.2M | 0.05% |
1,566,600
+29,200
| +2% | +$1.22M |
|
421
Sun Communities
SUI
$16.1B
| $64.2M | 0.05% |
427,450
-48,900
| -10% | -$7.34M |
|
422
General Dynamics
GD
$86.9B
| $64.1M | 0.05% |
+363,700
| New | +$64.1M |
|
423
Open Text
OTEX
$8.93B
| $64.1M | 0.05% |
1,454,832
+242,816
| +20% | +$10.7M |
|
424
Skechers
SKX
$9.5B
| $63.9M | 0.05% |
1,479,400
+59,373
| +4% | +$2.56M |
|
425
UGI
UGI
$7.38B
| $63.9M | 0.05% |
1,413,862
-206,688
| -13% | -$9.33M |
|