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 | |
|---|---|---|---|---|---|---|
126
Apple
AAPL
$3.48T
| $219M | 0.17% |
2,979,160
+2,316,456
| +350% | +$170M |
|
127
Charles River Laboratories
CRL
$7.75B
| $218M | 0.17% |
1,427,579
-29,104
| -2% | -$4.45M |
|
128
Ventas
VTR
$31B
| $215M | 0.17% |
3,722,486
-221,845
| -6% | -$12.8M |
|
129
Phillips 66
PSX
$53.5B
| $214M | 0.16% |
1,922,902
+1,715,002
| +825% | +$191M |
|
130
Advanced Micro Devices
AMD
$253B
| $211M | 0.16% |
4,611,726
+3,979,931
| +630% | +$183M |
|
131
Alcoa
AA
$8.1B
| $209M | 0.16% |
9,724,484
+3,244,822
| +50% | +$69.8M |
|
132
Kellanova
K
$27.6B
| $208M | 0.16% |
3,204,124
-1,123,911
| -26% | -$73M |
|
133
IBM
IBM
$241B
| $207M | 0.16% |
1,618,057
+1,506,763
| +1,354% | +$193M |
|
|
CZZ
134
DELISTED
Cosan Limited
CZZ
| $206M | 0.16% |
9,003,251
+216,557
| +2% | +$4.95M |
|
135
Chevron
CVX
$312B
| $205M | 0.16% |
1,703,284
+1,218,800
| +252% | +$147M |
|
136
Edison International
EIX
$21.1B
| $202M | 0.15% |
2,672,782
-1,272,109
| -32% | -$95.9M |
|
137
Crocs
CROX
$4.55B
| $201M | 0.15% |
4,801,332
+1,051,432
| +28% | +$44M |
|
138
Ambev
ABEV
$34.6B
| $193M | 0.15% |
41,407,158
+10,875,404
| +36% | +$50.7M |
|
139
WIX.com
WIX
$9.3B
| $193M | 0.15% |
1,576,100
-171,400
| -10% | -$21M |
|
140
MGM Resorts International
MGM
$9.8B
| $193M | 0.15% |
5,793,540
+1,090,900
| +23% | +$36.3M |
|
141
Exxon Mobil
XOM
$472B
| $190M | 0.15% |
+2,728,454
| New | +$190M |
|
142
Waste Connections
WCN
$45.7B
| $189M | 0.15% |
2,084,936
+475,761
| +30% | +$43.2M |
|
143
NRG Energy
NRG
$29.5B
| $189M | 0.15% |
4,755,569
+3,165,853
| +199% | +$126M |
|
144
NovoCure
NVCR
$1.42B
| $189M | 0.15% |
2,241,995
-133,775
| -6% | -$11.3M |
|
|
ZAYO
145
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $188M | 0.14% |
5,433,248
+2,413,248
| +80% | +$83.6M |
|
|
AVLR
146
DELISTED
Avalara, Inc.
AVLR
| $186M | 0.14% |
2,542,381
+78,901
| +3% | +$5.78M |
|
147
Southwest Airlines
LUV
$16.3B
| $186M | 0.14% |
3,438,900
+1,095,520
| +47% | +$59.1M |
|
148
Boston Beer
SAM
$2.43B
| $185M | 0.14% |
490,759
+75,759
| +18% | +$28.6M |
|
149
New Oriental
EDU
$8.51B
| $184M | 0.14% |
1,520,679
+791,754
| +109% | +$96M |
|
150
Devon Energy
DVN
$21.8B
| $182M | 0.14% |
7,003,892
+1,294,700
| +23% | +$33.6M |
|