Jim Simons Renaissance Technologies
AUM
$75.2B
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
+2.28%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$38.1B
AUM Growth
–
Cap. Flow
+$38.1B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
11.4%
Holding
2,756
New
2,756
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
McDonald's
MCD
|
$629M |
| 2 |
Eli Lilly
LLY
|
$605M |
| 3 |
TSMC
TSM
|
$512M |
| 4 |
Colgate-Palmolive
CL
|
$442M |
| 5 |
Novo Nordisk
NVO
|
$433M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Healthcare | 11.94% |
| 3 | Consumer Discretionary | 11.58% |
| 4 | Consumer Staples | 10.68% |
| 5 | Financials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$223B
| $629M | 1.65% | +6,354,900 | New | +$629M |
|
|
2
Eli Lilly
LLY
$658B
| $605M | 1.59% | +12,326,205 | New | +$605M |
|
|
3
TSMC
TSM
$1.2T
| $512M | 1.34% | +27,950,671 | New | +$512M |
|
|
4
Colgate-Palmolive
CL
$67.8B
| $442M | 1.16% | +7,707,800 | New | +$442M |
|
|
5
Novo Nordisk
NVO
$250B
| $433M | 1.14% | +2,794,600 | New | +$433M |
|
6
Bristol-Myers Squibb
BMY
$95.7B
| $381M | 1% | +8,530,800 | New | +$381M |
|
|
LLTC
7
DELISTED
Linear Technology Corp
LLTC
| $367M | 0.96% | +9,972,600 | New | +$367M |
|
8
Hershey
HSY
$37B
| $345M | 0.9% | +3,859,700 | New | +$345M |
|
9
Intel
INTC
$107B
| $332M | 0.87% | +13,701,200 | New | +$332M |
|
10
Biogen
BIIB
$19.4B
| $300M | 0.79% | +1,393,500 | New | +$300M |
|
11
Apple
AAPL
$3.46T
| $283M | 0.74% | +714,487 | New | +$283M |
|
|
WFM
12
DELISTED
Whole Foods Market Inc
WFM
| $270M | 0.71% | +5,239,948 | New | +$270M |
|
13
Philip Morris
PM
$258B
| $267M | 0.7% | +3,080,700 | New | +$267M |
|
|
CELG
14
DELISTED
Celgene Corp
CELG
| $262M | 0.69% | +2,239,269 | New | +$262M |
|
15
Alaska Air
ALK
$7.17B
| $239M | 0.63% | +4,590,100 | New | +$239M |
|
16
Walmart
WMT
$769B
| $236M | 0.62% | +3,172,800 | New | +$236M |
|
17
TJX Companies
TJX
$152B
| $232M | 0.61% | +4,638,800 | New | +$232M |
|
18
Mastercard
MA
$539B
| $222M | 0.58% | +387,200 | New | +$222M |
|
19
IBM
IBM
$226B
| $211M | 0.55% | +1,104,100 | New | +$211M |
|
20
Microsoft
MSFT
$3.77T
| $199M | 0.52% | +5,760,284 | New | +$199M |
|
|
DTV
21
DELISTED
DIRECTV COM STK (DE)
DTV
| $198M | 0.52% | +3,218,992 | New | +$198M |
|
22
CF Industries
CF
$14B
| $190M | 0.5% | +1,110,550 | New | +$190M |
|
23
Verizon
VZ
$186B
| $188M | 0.49% | +3,744,017 | New | +$188M |
|
|
DO
24
DELISTED
Diamond Offshore Drilling
DO
| $188M | 0.49% | +2,734,000 | New | +$188M |
|
25
VeriSign
VRSN
$25.4B
| $184M | 0.48% | +4,109,876 | New | +$184M |
|