Jim Simons Renaissance Technologies

AUM $75.8B

1-Year Est. Return 50.56%

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 Est. Return

1 Year Est. Return

+50.56%

3 Year Est. Return

5 Year Est. Return

10 Year Est. Return

AUM

$75.8B

AUM Growth

+$582M (+0.77%)

Cap. Flow

Cap. Flow % of AUM

Top 10 Holdings % Top 10 Hldgs %

Holding

4,038

New

Increased

Reduced

Closed

Top Buys

1		+$633M
2		+$487M
3		+$419M
4	Meta Platforms (Facebook) META	+$345M
5	Coca-Cola KO	+$257M

Top Sells

1		+$1.36B
2		+$900M
3		+$583M
4	NVIDIA NVDA	+$335M
5	Netflix NFLX	+$320M

Sector Composition

1	Technology	21.71%
2	Healthcare	15.16%
3	Consumer Discretionary	11.8%
4	Communication Services	10.53%
5	Financials	9.26%

Communication Services

Advertising Agencies

Broadcasting

Electronic Gaming & Multimedia

Entertainment

Internet Content & Information

Publishing

Telecom Services

Consumer Discretionary

Apparel Manufacturing

Apparel Retail

Auto Manufacturers

Auto Parts

Auto & Truck Dealerships

Department Stores

Footwear & Accessories

Furnishings, Fixtures & Appliances

Gambling

Home Improvement Retail

Internet Retail

Leisure

Lodging

Luxury Goods

Packaging & Containers

Personal Services

Recreational Vehicles

Residential Construction

Resorts & Casinos

Restaurants

Specialty Retail

Textile Manufacturing

Travel Services

Consumer Staples

Beverages - Brewers

Beverages - Non-Alcoholic

Beverages - Wineries & Distilleries

Confectioners

Discount Stores

Education & Training Services

Farm Products

Food Distribution

Grocery Stores

Household & Personal Products

Packaged Foods

Tobacco

Energy

Oil & Gas Drilling

Oil & Gas Equipment & Services

Oil & Gas Exploration & Production

Oil & Gas Integrated

Oil & Gas Midstream

Oil & Gas Refining & Marketing

Thermal Coal

Uranium

Financials

Asset Management

Banks - Diversified

Banks - Regional

Capital Markets

Credit Services

Diversified Insurance

Financial Conglomerates

Financial Data & Stock Exchanges

Insurance Brokers

Life Insurance

Mortgage Finance

Property & Casualty Insurance

Reinsurance

Shell Companies

Specialty - Insurance

Healthcare

Biotechnology

Diagnostics & Research

Drug Manufacturers - General

Drug Manufacturers - Specialty & Generic

Healthcare Plans

Health Information Services

Medical Care Facilities

Medical Devices

Medical Distribution

Medical Instruments & Supplies

Pharmaceutical Retailers

Industrials

Aerospace & Defense

Airlines

Airports & Air Services

Building Products & Equipment

Business Equipment & Supplies

Conglomerates

Consulting Services

Electrical Equipment & Parts

Engineering & Construction

Farm & Heavy Construction Machinery

Industrial Distribution

Infrastructure Operations

Integrated Freight & Logistics

Marine Shipping

Metal Fabrication

Pollution & Treatment Controls

Railroads

Rental & Leasing Services

Security & Protection Services

Specialty Business Services

Specialty Industrial Machinery

Staffing & Employment Services

Tools & Accessories

Trucking

Waste Management

Materials

Agricultural Inputs

Aluminum

Building Materials

Chemicals

Coking Coal

Copper

Gold

Lumber & Wood Production

Other Industrial Metals & Mining

Other Precious Metals & Mining

Paper & Paper Products

Silver

Specialty Chemicals

Steel

Real Estate

Diversified REIT

Healthcare Facilities REIT

Hotel & Motel REIT

Industrial REIT

Mortgage REIT

Office REIT

Real Estate Development

Real Estate Diversified

Real Estate Services

Residential REIT

Retail REIT

Specialty REIT

Technology

Communication Equipment

Computer Hardware

Consumer Electronics

Electronic Components

Electronics & Computer Distribution

Information Technology Services

Scientific & Technical Instruments

Semiconductor Equipment & Materials

Semiconductors

Software - Application

Software - Infrastructure

Solar

Utilities

Diversified Utilities

Electric Utilities

Gas Utilities

Independent Power Producers

Renewable Electricity

Water Utilities

#	Name	Market Value	Portfolio Weight	Shares or Principal
801	801 Vanda Pharmaceuticals VNDA $392M	$17.3M	0.02%	3,476,925 +29,465
802	802 Leonardo DRS DRS $8.96B	$17.3M	0.02%	381,994 +124,794
803	MRX 803 Marex Group MRX $2.73B	$17.3M	0.02%	514,887 +93,800
804	804 C3.ai AI $2.06B	$17M	0.02%	980,600 +172,600
805	805 First American FAF $6.6B	$17M	0.02%	264,500 +66,555
806	806 Nathan's Famous NATH $389M	$17M	0.02%	153,356 -12,089
807	807 Teradata TDC $2.81B	$17M	0.02%	788,595 -376,762
808	808 Tetra Tech TTEK $8.98B	$16.9M	0.02%	507,700 +115,200
809	809 Graham Corp GHM $705M	$16.9M	0.02%	308,668 -16,400
810	810 Idacorp IDA $6.84B	$16.9M	0.02%	128,200 +24,700
811	811 AbCellera Biologics ABCL $1.05B	$16.9M	0.02%	3,360,729 +53,300
812	812 Acuity Brands AYI $11.1B	$16.9M	0.02%	49,000 -15,600
813	813 Weis Markets WMK $1.67B	$16.9M	0.02%	234,736 -21,400
814	814 Arhaus ARHS $1.59B	$16.8M	0.02%	1,584,800 +1,095,300
815	815 Strategic Education STRA $1.89B	$16.8M	0.02%	195,518 -18,800
816	816 CareDx CDNA $1.02B	$16.8M	0.02%	1,155,598 -100
817	817 Healthcare Realty HR $6.06B	$16.8M	0.02%	+929,372
818	818 Macy's M $6.34B	$16.7M	0.02%	934,064 +294,500
819	819 BridgeBio Pharma BBIO $14.4B	$16.7M	0.02%	322,246 +76,300
820	820 Visteon VC $2.8B	$16.7M	0.02%	139,600 -24,700
821	821 Applied Industrial Technologies AIT $9.8B	$16.7M	0.02%	+63,950
822	822 ASE Group ASX $34B	$16.7M	0.02%	+1,504,285
823	823 Gartner IT $17.8B	$16.5M	0.02%	62,909 -151,100
824	824 Zeta Global ZETA $4.3B	$16.5M	0.02%	829,298 -1,461,112
825	825 Eversource Energy ES $25.7B	$16.5M	0.02%	231,580 -206,400