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
+4.74%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$47B
AUM Growth
+$47B
(+13%)
Cap. Flow
+$4.38B
Cap. Flow
% of AUM
9.33%
Top 10 Holdings %
Top 10 Hldgs %
9.88%
Holding
3,576
New
638
Increased
1,634
Reduced
843
Closed
445
Top Buys
| 1 |
Amazon
AMZN
|
$429M |
| 2 |
Gilead Sciences
GILD
|
$303M |
| 3 |
Visa
V
|
$256M |
| 4 |
Meta Platforms (Facebook)
META
|
$218M |
| 5 |
Union Pacific
UNP
|
$211M |
Top Sells
| 1 |
McDonald's
MCD
|
$351M |
| 2 |
SWY
SAFEWAY INC
SWY
|
$210M |
| 3 |
TSMC
TSM
|
$174M |
| 4 |
GSK
GSK
|
$157M |
| 5 |
Johnson & Johnson
JNJ
|
$148M |
Sector Composition
| 1 | Healthcare | 13.05% |
| 2 | Technology | 11.88% |
| 3 | Consumer Discretionary | 11.2% |
| 4 | Industrials | 10.91% |
| 5 | Consumer Staples | 9.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Colgate-Palmolive
CL
$67.8B
| $884M | 1.88% | 12,743,100 +167,700 | +1% | +$11.6M |
|
2
Novo Nordisk
NVO
$250B
| $775M | 1.65% | 14,513,600 -1,101,000 | -7% | -$58.8M |
|
3
Alaska Air
ALK
$7.17B
| $452M | 0.96% | 6,823,300 -988,300 | -13% | -$65.4M |
|
|
4
Amazon
AMZN
$2.44T
| $429M | 0.91% | +1,152,855 | New | +$429M |
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $417M | 0.89% | 8,910,600 -1,075,100 | -11% | -$50.3M |
|
|
6
Gilead Sciences
GILD
$139B
| $396M | 0.84% | 4,032,048 +3,090,648 | +328% | +$303M |
|
7
Domino's
DPZ
$15.5B
| $347M | 0.74% | 3,448,900 -158,900 | -4% | -$16M |
|
8
Hershey
HSY
$37B
| $334M | 0.71% | 3,311,700 -994,900 | -23% | -$100M |
|
9
VeriSign
VRSN
$25.4B
| $327M | 0.7% | 4,881,176 +316,600 | +7% | +$21.2M |
|
10
Becton Dickinson
BDX
$55.1B
| $281M | 0.6% | 1,953,666 -695,034 | -26% | -$99.8M |
|
|
11
Visa
V
$683B
| $280M | 0.6% | 4,281,900 +3,907,100 | +1,042% | +$256M |
|
12
Apple
AAPL
$3.46T
| $276M | 0.59% | 2,218,933 +464,300 | +26% | +$57.8M |
|
13
NetEase
NTES
$86.1B
| $271M | 0.58% | 2,577,200 -68,400 | -3% | -$7.2M |
|
14
Allegiant Air
ALGT
$1.14B
| $244M | 0.52% | 1,269,900 -103,600 | -8% | -$19.9M |
|
15
Amgen
AMGN
$155B
| $244M | 0.52% | 1,524,045 +1,053,600 | +224% | +$168M |
|
16
Huntington Ingalls Industries
HII
$10.7B
| $237M | 0.5% | 1,688,500 +36,400 | +2% | +$5.1M |
|
17
Ryanair
RYAAY
$33.5B
| $234M | 0.5% | 3,501,683 -38,513 | -1% | -$2.57M |
|
|
LVLT
18
DELISTED
Level 3 Communications Inc
LVLT
| $226M | 0.48% | 4,203,353 -927 | -0% | -$49.9K |
|
19
Cboe Global Markets
CBOE
$24.5B
| $221M | 0.47% | 3,847,600 +99,200 | +3% | +$5.69M |
|
20
PepsiCo
PEP
$203B
| $220M | 0.47% | 2,302,462 -148,500 | -6% | -$14.2M |
|
|
21
Meta Platforms (Facebook)
META
$1.86T
| $218M | 0.46% | +2,646,695 | New | +$218M |
|
22
AstraZeneca
AZN
$248B
| $216M | 0.46% | 3,154,400 +866,500 | +38% | +$59.3M |
|
23
Intel
INTC
$107B
| $215M | 0.46% | 6,871,594 +6,624,500 | +2,681% | +$207M |
|
|
24
Union Pacific
UNP
$132B
| $211M | 0.45% | +1,947,332 | New | +$211M |
|
25
Coca-Cola
KO
$296B
| $204M | 0.43% | 5,035,500 +3,087,201 | +158% | +$125M |
|