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 | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Zoetis
ZTS
$67.9B
| $253M | 0.19% |
1,908,278
-292,484
| -13% | -$38.7M |
|
102
Etsy
ETSY
$5.36B
| $252M | 0.19% |
5,681,327
-1,585,253
| -22% | -$70.2M |
|
103
General Mills
GIS
$27B
| $250M | 0.19% |
4,676,212
-808,772
| -15% | -$43.3M |
|
104
Intel
INTC
$107B
| $250M | 0.19% |
4,181,894
+4,000,700
| +2,208% | +$239M |
|
105
Markel Group
MKL
$24.2B
| $247M | 0.19% |
216,281
+3,431
| +2% | +$3.92M |
|
106
Equinor
EQNR
$60.1B
| $246M | 0.19% |
12,358,764
+1,294,403
| +12% | +$25.8M |
|
107
Altice USA
ATUS
$1.05B
| $244M | 0.19% |
8,931,600
-586,000
| -6% | -$16M |
|
|
AIV
108
Aimco
AIV
$1.11B
| $244M | 0.19% |
35,471,864
-6,653,881
| -16% | -$45.8M |
|
109
Spotify
SPOT
$146B
| $244M | 0.19% |
1,628,220
+154,900
| +11% | +$23.2M |
|
110
GoDaddy
GDDY
$20.1B
| $243M | 0.19% |
3,578,000
+530,100
| +17% | +$36M |
|
111
Baidu
BIDU
$35.1B
| $242M | 0.19% |
1,916,977
+1,195,277
| +166% | +$151M |
|
|
AMTD
112
DELISTED
TD Ameritrade Holding Corp
AMTD
| $242M | 0.19% |
4,864,505
+2,289,479
| +89% | +$114M |
|
113
Netflix
NFLX
$529B
| $241M | 0.19% |
745,600
+97,300
| +15% | +$31.5M |
|
|
AZPN
114
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $238M | 0.18% |
1,964,003
-413,900
| -17% | -$50.1M |
|
115
Invitation Homes
INVH
$18.5B
| $236M | 0.18% |
7,886,883
+2,159,500
| +38% | +$64.7M |
|
116
Cogent Communications
CCOI
$1.81B
| $236M | 0.18% |
3,588,366
-27,334
| -0.8% | -$1.8M |
|
117
Allison Transmission
ALSN
$7.53B
| $235M | 0.18% |
4,873,319
+1,032,059
| +27% | +$49.9M |
|
118
Xcel Energy
XEL
$43B
| $235M | 0.18% |
3,706,369
-1,538,361
| -29% | -$97.7M |
|
119
UDR
UDR
$13B
| $231M | 0.18% |
4,956,408
-2,603,840
| -34% | -$122M |
|
120
Essex Property Trust
ESS
$17.3B
| $231M | 0.18% |
768,354
-149,546
| -16% | -$45M |
|
121
American Tower
AMT
$92.9B
| $229M | 0.18% |
995,854
-527,970
| -35% | -$121M |
|
122
Qorvo
QRVO
$8.61B
| $227M | 0.17% |
1,951,754
+956,848
| +96% | +$111M |
|
123
MSCI
MSCI
$42.9B
| $226M | 0.17% |
877,211
-164,477
| -16% | -$42.5M |
|
124
Alphabet (Google) Class A
GOOGL
$2.84T
| $224M | 0.17% |
3,340,960
+2,722,000
| +440% | +$182M |
|
125
SiriusXM
SIRI
$8.1B
| $222M | 0.17% |
3,100,770
+1,855,157
| +149% | +$133M |
|