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
-1.77%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$36.5B
AUM Growth
+$36.5B
(-15%)
Cap. Flow
-$5.36B
Cap. Flow
% of AUM
-14.67%
Top 10 Holdings %
Top 10 Hldgs %
13.42%
Holding
3,213
New
460
Increased
1,230
Reduced
1,053
Closed
459
Top Buys
| 1 |
Alaska Air
ALK
|
$187M |
| 2 |
Bank of America
BAC
|
$107M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$102M |
| 4 |
Oracle
ORCL
|
$101M |
| 5 |
ConocoPhillips
COP
|
$97.9M |
Top Sells
| 1 |
Apple
AAPL
|
$518M |
| 2 |
Intel
INTC
|
$500M |
| 3 |
IBM
IBM
|
$305M |
| 4 |
Pfizer
PFE
|
$286M |
| 5 |
United Parcel Service
UPS
|
$207M |
Sector Composition
| 1 | Technology | 13.48% |
| 2 | Healthcare | 12.29% |
| 3 | Consumer Staples | 10.99% |
| 4 | Consumer Discretionary | 10.58% |
| 5 | Industrials | 10.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $767M | 2.1% | 16,106,100 -846,900 | -5% | -$40.3M |
|
2
Colgate-Palmolive
CL
$67.8B
| $719M | 1.97% | 11,022,700 +1,417,200 | +15% | +$92.4M |
|
3
McDonald's
MCD
$223B
| $652M | 1.78% | 6,875,100 -1,418,800 | -17% | -$135M |
|
|
LLTC
4
DELISTED
Linear Technology Corp
LLTC
| $497M | 1.36% | 11,192,000 -540,400 | -5% | -$24M |
|
5
Hershey
HSY
$37B
| $469M | 1.28% | 4,913,500 -702,000 | -13% | -$67M |
|
6
TSMC
TSM
$1.2T
| $434M | 1.19% | 21,506,551 -4,847,600 | -18% | -$97.8M |
|
|
7
Alaska Air
ALK
$7.17B
| $390M | 1.07% | 8,948,200 +4,293,200 | +92% | +$187M |
|
|
TWTC
8
DELISTED
TW TELECOM INC CL A COM
TWTC
| $380M | 1.04% | 9,134,236 -62,564 | -0.7% | -$2.6M |
|
9
GSK
GSK
$79.6B
| $314M | 0.86% | 6,827,600 -2,041,800 | -23% | -$93.9M |
|
10
Johnson & Johnson
JNJ
$425B
| $282M | 0.77% | 2,643,000 -502,500 | -16% | -$53.6M |
|
11
Domino's
DPZ
$15.5B
| $258M | 0.71% | 3,355,100 -338,700 | -9% | -$26.1M |
|
12
Becton Dickinson
BDX
$55B
| $250M | 0.69% | 2,198,100 +647,400 | +42% | +$73.7M |
|
13
VeriSign
VRSN
$25.4B
| $244M | 0.67% | 4,432,976 -148,100 | -3% | -$8.16M |
|
14
NetEase
NTES
$86.1B
| $237M | 0.65% | 2,768,700 -113,400 | -4% | -$9.71M |
|
15
Ryanair
RYAAY
$33.5B
| $196M | 0.54% | 3,476,396 +228,000 | +7% | +$12.9M |
|
16
Costco
COST
$418B
| $195M | 0.53% | 1,554,913 +504,013 | +48% | +$63.2M |
|
17
Cboe Global Markets
CBOE
$24.5B
| $194M | 0.53% | 3,618,100 +6,400 | +0.2% | +$343K |
|
18
Meta Platforms (Facebook)
META
$1.86T
| $181M | 0.5% | 2,291,235 +729,735 | +47% | +$57.7M |
|
19
Huntington Ingalls Industries
HII
$10.7B
| $181M | 0.5% | 1,737,800 -36,900 | -2% | -$3.85M |
|
20
Exxon Mobil
XOM
$487B
| $175M | 0.48% | 1,858,791 +542,700 | +41% | +$51M |
|
21
Allegiant Air
ALGT
$1.14B
| $171M | 0.47% | 1,381,600 +23,500 | +2% | +$2.91M |
|
22
Kimberly-Clark
KMB
$43B
| $165M | 0.45% | 1,534,000 +189,600 | +14% | +$20.4M |
|
23
Amdocs
DOX
$9.3B
| $159M | 0.44% | 3,466,600 +231,000 | +7% | +$10.6M |
|
24
PLDT
PHI
$4.42B
| $158M | 0.43% | 2,294,100 +31,000 | +1% | +$2.14M |
|
25
TJX Companies
TJX
$152B
| $148M | 0.4% | 2,495,400 -1,842,800 | -42% | -$109M |
|