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 | |
|---|---|---|---|---|---|---|
651
CAE Inc
CAE
$8.55B
| $38.4M | 0.03% |
1,451,846
-502,700
| -26% | -$13.3M |
|
652
Burlington
BURL
$17.6B
| $38.3M | 0.03% |
167,801
-302,726
| -64% | -$69M |
|
653
Invesco Mortgage Capital
IVR
$506M
| $38.3M | 0.03% |
229,792
+49,502
| +27% | +$8.24M |
|
|
CMBT
654
CMB.TECH NV
CMBT
$2.72B
| $38.1M | 0.03% |
3,062,674
+1,927,262
| +170% | +$24M |
|
655
ScottsMiracle-Gro
SMG
$3.56B
| $38.1M | 0.03% |
358,700
-26,200
| -7% | -$2.78M |
|
656
Adeia
ADEA
$1.71B
| $38.1M | 0.03% |
7,778,692
+1,391,947
| +22% | +$6.81M |
|
657
PetMed Express
PETS
$58.5M
| $38M | 0.03% |
1,616,400
-5,800
| -0.4% | -$136K |
|
|
FBC
658
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $37.9M | 0.03% |
990,661
+267,100
| +37% | +$10.2M |
|
659
Sun Life Financial
SLF
$33.5B
| $37.9M | 0.03% |
830,800
+70,900
| +9% | +$3.23M |
|
660
Stride
LRN
$7.03B
| $37.8M | 0.03% |
1,859,545
+98,245
| +6% | +$2M |
|
661
Regis Corp
RGS
$69.1M
| $37.7M | 0.03% |
105,455
-4,635
| -4% | -$1.66M |
|
|
CLDT
662
Chatham Lodging
CLDT
$354M
| $37.7M | 0.03% |
2,054,876
+95,000
| +5% | +$1.74M |
|
663
National Research Corp
NRC
$374M
| $37.6M | 0.03% |
570,800
+24,000
| +4% | +$1.58M |
|
664
Liberty Global Class C
LBTYK
$4.13B
| $37.4M | 0.03% |
+1,716,052
| New | +$37.4M |
|
665
Exponent
EXPO
$3.58B
| $37.4M | 0.03% |
541,600
-16,300
| -3% | -$1.12M |
|
666
MDU Resources
MDU
$3.35B
| $37.3M | 0.03% |
3,304,174
+179,621
| +6% | +$2.03M |
|
667
Henry Schein
HSIC
$8.43B
| $37.3M | 0.03% |
559,412
+373,600
| +201% | +$24.9M |
|
|
ATRI
668
DELISTED
Atrion Corp
ATRI
| $37.3M | 0.03% |
49,600
-10,100
| -17% | -$7.59M |
|
669
Fomento Económico Mexicano
FMX
$31.4B
| $37.1M | 0.03% |
392,800
+29,100
| +8% | +$2.75M |
|
|
SVM
670
Silvercorp Metals
SVM
$1.13B
| $37.1M | 0.03% |
6,545,210
+1,246,001
| +24% | +$7.06M |
|
671
ProAssurance
PRA
$1.22B
| $36.9M | 0.03% |
1,021,500
-35,300
| -3% | -$1.28M |
|
672
JD.com
JD
$48.8B
| $36.9M | 0.03% |
1,046,100
-1,230,800
| -54% | -$43.4M |
|
673
Surmodics
SRDX
$461M
| $36.7M | 0.03% |
885,738
-83,800
| -9% | -$3.47M |
|
674
Peabody Energy
BTU
$2.25B
| $36.6M | 0.03% |
4,014,853
+440,000
| +12% | +$4.01M |
|
675
Sensata Technologies
ST
$4.69B
| $36.6M | 0.03% |
679,600
+88,100
| +15% | +$4.75M |
|