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Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
1-Year Est. Return
54.88%
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 Fund
S&P 500
This Quarter Est. Return
+2.28%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.92%
AUM
$38.1B
AUM Growth
–
Cap. Flow
+$38.4B
Cap. Flow % of AUM
Cap. Flow %
100.8%
Top 10 Holdings %
Top 10 Hldgs %
11.4%
Holding
2,756
New
2,749
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$671M |
| 2 |
McDonald's
MCD
|
+$636M |
| 3 |
TSMC
TSM
|
+$515M |
| 4 |
Novo Nordisk
NVO
|
+$465M |
| 5 |
Colgate-Palmolive
CL
|
+$458M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.42% |
| 2 | Healthcare | 12.59% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Consumer Staples | 10.76% |
| 5 | Financials | 9.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$179B
| $629M | 1.65% |
+6,354,900
| New | +$636M |
2013 Q2
0 quarters
|
|
|
2
Eli Lilly
LLY
$1.16T
| $605M | 1.59% |
+12,326,205
| New | +$671M |
2013 Q2
0 quarters
|
|
|
3
TSMC
TSM
$2.14T
| $512M | 1.34% |
+27,950,671
| New | +$515M |
2013 Q2
0 quarters
|
|
|
4
Colgate-Palmolive
CL
$77.6B
| $442M | 1.16% |
+7,707,800
| New | +$458M |
2013 Q2
0 quarters
|
|
|
5
Novo Nordisk
NVO
$174B
| $433M | 1.14% |
+27,946,000
| New | +$465M |
2013 Q2
0 quarters
|
|
6
Bristol-Myers Squibb
BMY
$129B
| $381M | 1% |
+8,530,800
| New | +$370M |
2013 Q2
0 quarters
|
|
|
LLTC
7
DELISTED
Linear Technology Corp
LLTC
| $367M | 0.96% |
+9,972,600
| New | +$366M |
2013 Q2
0 quarters
|
|
8
Hershey
HSY
$35.3B
| $345M | 0.9% |
+3,859,700
| New | +$341M |
2013 Q2
0 quarters
|
|
9
Intel
INTC
$452B
| $332M | 0.87% |
+13,701,200
| New | +$324M |
2013 Q2
0 quarters
|
|
10
Biogen
BIIB
$37.5B
| $300M | 0.79% |
+1,393,500
| New | +$298M |
2013 Q2
0 quarters
|
|
11
Apple
AAPL
$5.08T
| $283M | 0.74% |
+20,005,636
| New | +$308M |
2013 Q2
0 quarters
|
|
|
WFM
12
DELISTED
Whole Foods Market Inc
WFM
| $270M | 0.71% |
+5,239,948
| New | +$253M |
2013 Q2
0 quarters
|
|
13
Philip Morris
PM
$314B
| $267M | 0.7% |
+3,080,700
| New | +$286M |
2013 Q2
0 quarters
|
|
|
CELG
14
DELISTED
Celgene Corp
CELG
| $262M | 0.69% |
+4,478,538
| New | +$270M |
2013 Q2
0 quarters
|
|
15
Alaska Air
ALK
$3.95B
| $239M | 0.63% |
+9,180,200
| New | +$271M |
2013 Q2
0 quarters
|
|
16
Walmart Inc
WMT
$961B
| $236M | 0.62% |
+9,518,400
| New | +$244M |
2013 Q2
0 quarters
|
|
17
TJX Companies
TJX
$162B
| $232M | 0.61% |
+9,277,600
| New | +$229M |
2013 Q2
0 quarters
|
|
18
Mastercard
MA
$555B
| $222M | 0.58% |
+3,872,000
| New | +$215M |
2013 Q2
0 quarters
|
|
19
IBM
IBM
$238B
| $211M | 0.55% |
+1,154,889
| New | +$225M |
2013 Q2
0 quarters
|
|
20
Microsoft
MSFT
$3.87T
| $199M | 0.52% |
+5,760,284
| New | +$189M |
2013 Q2
0 quarters
|
|
|
DTV
21
DELISTED
DIRECTV COM STK (DE)
DTV
| $198M | 0.52% |
+3,218,992
| New | +$193M |
2013 Q2
0 quarters
|
|
22
CF Industries
CF
$17.9B
| $190M | 0.5% |
+5,552,750
| New | +$207M |
2013 Q2
0 quarters
|
|
23
Verizon
VZ
$188B
| $188M | 0.49% |
+3,744,017
| New | +$191M |
2013 Q2
0 quarters
|
|
24
DELISTED
Diamond Offshore Drilling
DO
| $188M | 0.49% |
+2,734,000
| New | +$188M |
2013 Q2
0 quarters
|
|
25
VeriSign
VRSN
$27.5B
| $184M | 0.48% |
+4,109,876
| New | +$190M |
2013 Q2
0 quarters
|
|
Similar funds
Jim Simons's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Jim Simons, which disclosed 2,756 positions worth $38.1B. Its ten largest holdings account for 11% of the portfolio.
Its largest position is Eli Lilly: 12,326,205 shares worth $605M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q2 2013 buy was Eli Lilly: 12,326,205 shares worth $605M.
- Jim Simons's ten largest holdings make up 11% of its $38.1B portfolio in Q2 2013.
- Jim Simons disclosed 2,756 positions in Q2 2013, its first 13F filing on record.
Based on Renaissance Technologies's 13F filing for Q2 2013, filed 12 Aug 2013.