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
+4.13%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$41.7B
AUM Growth
+$41.7B
(-0.16%)
Cap. Flow
-$50.9M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
12.75%
Holding
3,290
New
474
Increased
1,352
Reduced
958
Closed
496
Top Buys
| 1 |
Novo Nordisk
NVO
|
$585M |
| 2 |
Apple
AAPL
|
$441M |
| 3 |
Verizon
VZ
|
$217M |
| 4 |
Comcast
CMCSA
|
$132M |
| 5 |
Vodafone
VOD
|
$131M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$279M |
| 2 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
$246M |
| 3 |
Walmart
WMT
|
$232M |
| 4 |
Pfizer
PFE
|
$226M |
| 5 |
Bank of America
BAC
|
$181M |
Sector Composition
| 1 | Technology | 14.88% |
| 2 | Consumer Discretionary | 13.3% |
| 3 | Healthcare | 11.79% |
| 4 | Industrials | 10.97% |
| 5 | Consumer Staples | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
McDonald's
MCD
$223B
| $835M | 2% | 8,521,387 +950,687 | +13% | +$93.2M |
|
|
2
Novo Nordisk
NVO
$250B
| $734M | 1.76% | 16,079,800 +12,816,100 | +393% | +$585M |
|
|
LLTC
3
DELISTED
Linear Technology Corp
LLTC
| $550M | 1.32% | 11,295,500 +418,000 | +4% | +$20.4M |
|
4
TSMC
TSM
$1.2T
| $506M | 1.21% | 25,289,551 -3,769,120 | -13% | -$75.5M |
|
|
5
Verizon
VZ
$186B
| $493M | 1.18% | 10,356,855 +4,554,538 | +78% | +$217M |
|
6
Colgate-Palmolive
CL
$67.8B
| $477M | 1.14% | 7,346,400 -2,000 | -0% | -$130K |
|
7
Hershey
HSY
$37B
| $470M | 1.13% | 4,498,674 +164,674 | +4% | +$17.2M |
|
|
8
Apple
AAPL
$3.46T
| $441M | 1.06% | +821,362 | New | +$441M |
|
9
Alaska Air
ALK
$7.17B
| $438M | 1.05% | 4,689,301 +88,501 | +2% | +$8.26M |
|
10
GSK
GSK
$79.5B
| $375M | 0.9% | 7,009,800 +584,800 | +9% | +$31.2M |
|
11
Intel
INTC
$107B
| $362M | 0.87% | 14,007,700 +2,637,000 | +23% | +$68.1M |
|
12
Home Depot
HD
$406B
| $310M | 0.74% | 3,913,300 +923,400 | +31% | +$73.1M |
|
13
Eli Lilly
LLY
$658B
| $309M | 0.74% | 5,256,105 -1,805,595 | -26% | -$106M |
|
|
TWTC
14
DELISTED
TW TELECOM INC CL A COM
TWTC
| $279M | 0.67% | 8,936,100 +469,900 | +6% | +$14.7M |
|
|
15
Johnson & Johnson
JNJ
$425B
| $261M | 0.63% | 2,659,200 -2,839,200 | -52% | -$279M |
|
16
Philip Morris
PM
$258B
| $251M | 0.6% | 3,065,493 +87,793 | +3% | +$7.19M |
|
17
VeriSign
VRSN
$25.4B
| $251M | 0.6% | 4,649,900 +24,124 | +0.5% | +$1.3M |
|
18
Domino's
DPZ
$15.5B
| $249M | 0.6% | 3,232,600 +399,800 | +14% | +$30.8M |
|
19
Qualcomm
QCOM
$173B
| $231M | 0.55% | 2,925,400 +8,840 | +0.3% | +$697K |
|
|
CELG
20
DELISTED
Celgene Corp
CELG
| $224M | 0.54% | 1,606,830 +201,361 | +14% | +$28.1M |
|
21
TJX Companies
TJX
$152B
| $215M | 0.52% | 3,540,700 -611,200 | -15% | -$37.1M |
|
22
NetEase
NTES
$86.1B
| $200M | 0.48% | 2,970,900 -211,500 | -7% | -$14.2M |
|
23
Ryanair
RYAAY
$33.5B
| $190M | 0.46% | 3,225,500 -141,730 | -4% | -$8.34M |
|
|
WFM
24
DELISTED
Whole Foods Market Inc
WFM
| $189M | 0.45% | 3,719,100 -1,235,500 | -25% | -$62.7M |
|
25
Cboe Global Markets
CBOE
$24.5B
| $174M | 0.42% | 3,070,900 +340,800 | +12% | +$19.3M |
|