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
+7.14%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$41.4B
AUM Growth
+$41.4B
(+13%)
Cap. Flow
+$3.01B
Cap. Flow
% of AUM
7.26%
Top 10 Holdings %
Top 10 Hldgs %
11.09%
Holding
3,351
New
597
Increased
1,476
Reduced
854
Closed
413
Top Buys
| 1 |
PepsiCo
PEP
|
$225M |
| 2 |
General Dynamics
GD
|
$198M |
| 3 |
Apple
AAPL
|
$194M |
| 4 |
LVLT
Level 3 Communications Inc
LVLT
|
$187M |
| 5 |
SWY
SAFEWAY INC
SWY
|
$183M |
Top Sells
| 1 |
TWTC
TW TELECOM INC CL A COM
TWTC
|
$380M |
| 2 |
McDonald's
MCD
|
$284M |
| 3 |
Meta Platforms (Facebook)
META
|
$181M |
| 4 |
Exxon Mobil
XOM
|
$152M |
| 5 |
TJX Companies
TJX
|
$148M |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Consumer Staples | 12.97% |
| 3 | Healthcare | 12.48% |
| 4 | Industrials | 11.26% |
| 5 | Financials | 9.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Colgate-Palmolive
CL
$67.8B
| $870M | 2.1% | 12,575,400 +1,552,700 | +14% | +$107M |
|
2
Novo Nordisk
NVO
$250B
| $661M | 1.6% | 15,614,600 -491,500 | -3% | -$20.8M |
|
3
Alaska Air
ALK
$7.17B
| $467M | 1.13% | 7,811,600 -1,136,600 | -13% | -$67.9M |
|
|
LLTC
4
DELISTED
Linear Technology Corp
LLTC
| $455M | 1.1% | 9,985,700 -1,206,300 | -11% | -$55M |
|
5
Hershey
HSY
$37B
| $448M | 1.08% | 4,306,600 -606,900 | -12% | -$63.1M |
|
6
Becton Dickinson
BDX
$55B
| $369M | 0.89% | 2,648,700 +450,600 | +20% | +$62.7M |
|
|
7
McDonald's
MCD
$223B
| $360M | 0.87% | 3,842,600 -3,032,500 | -44% | -$284M |
|
8
TSMC
TSM
$1.2T
| $349M | 0.84% | 15,607,071 -5,899,480 | -27% | -$132M |
|
9
Domino's
DPZ
$15.5B
| $340M | 0.82% | 3,607,800 +252,700 | +8% | +$23.8M |
|
10
Costco
COST
$418B
| $277M | 0.67% | 1,955,213 +400,300 | +26% | +$56.7M |
|
11
NetEase
NTES
$86.1B
| $262M | 0.63% | 2,645,600 -123,100 | -4% | -$12.2M |
|
12
VeriSign
VRSN
$25.4B
| $260M | 0.63% | 4,564,576 +131,600 | +3% | +$7.5M |
|
13
GSK
GSK
$79.5B
| $257M | 0.62% | 6,006,800 -820,800 | -12% | -$35.1M |
|
14
Ryanair
RYAAY
$33.5B
| $252M | 0.61% | 3,540,196 +63,800 | +2% | +$4.55M |
|
15
Procter & Gamble
PG
$368B
| $249M | 0.6% | 2,735,899 +1,970,499 | +257% | +$179M |
|
16
Johnson & Johnson
JNJ
$425B
| $244M | 0.59% | 2,336,700 -306,300 | -12% | -$32M |
|
17
Cboe Global Markets
CBOE
$24.5B
| $238M | 0.57% | 3,748,400 +130,300 | +4% | +$8.26M |
|
|
18
PepsiCo
PEP
$203B
| $232M | 0.56% | 2,450,962 +2,377,562 | +3,239% | +$225M |
|
19
Kimberly-Clark
KMB
$43B
| $212M | 0.51% | 1,836,000 +302,000 | +20% | +$34.9M |
|
20
Chipotle Mexican Grill
CMG
$56.3B
| $210M | 0.51% | 307,200 +93,600 | +44% | +$64.1M |
|
|
SWY
21
DELISTED
SAFEWAY INC
SWY
| $210M | 0.51% | 5,980,800 +5,215,900 | +682% | +$183M |
|
22
Philip Morris
PM
$258B
| $208M | 0.5% | 2,551,000 +1,295,400 | +103% | +$106M |
|
|
LVLT
23
DELISTED
Level 3 Communications Inc
LVLT
| $208M | 0.5% | 4,204,280 +3,790,259 | +915% | +$187M |
|
24
Allegiant Air
ALGT
$1.14B
| $206M | 0.5% | 1,373,500 -8,100 | -0.6% | -$1.22M |
|
25
Bank of America
BAC
$376B
| $205M | 0.49% | 11,451,166 +4,595,300 | +67% | +$82.2M |
|