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
-0.34%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$43.9B
AUM Growth
+$43.9B
(-6.5%)
Cap. Flow
-$2.67B
Cap. Flow
% of AUM
-6.08%
Top 10 Holdings %
Top 10 Hldgs %
9.68%
Holding
3,611
New
480
Increased
1,775
Reduced
924
Closed
416
Top Buys
| 1 |
Microsoft
MSFT
|
$306M |
| 2 |
Alibaba
BABA
|
$177M |
| 3 |
Verizon
VZ
|
$128M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$128M |
| 5 |
McKesson
MCK
|
$123M |
Top Sells
| 1 |
Amazon
AMZN
|
$466M |
| 2 |
Gilead Sciences
GILD
|
$319M |
| 3 |
Meta Platforms (Facebook)
META
|
$218M |
| 4 |
Intel
INTC
|
$215M |
| 5 |
Coca-Cola
KO
|
$191M |
Sector Composition
| 1 | Healthcare | 13.5% |
| 2 | Technology | 12.64% |
| 3 | Industrials | 10.38% |
| 4 | Financials | 10.17% |
| 5 | Consumer Discretionary | 10.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Colgate-Palmolive
CL
$67.8B
| $824M | 1.88% | 12,590,800 -152,300 | -1% | -$9.96M |
|
2
Novo Nordisk
NVO
$250B
| $771M | 1.76% | 14,087,000 -426,600 | -3% | -$23.4M |
|
3
Alaska Air
ALK
$7.17B
| $389M | 0.89% | 6,045,200 -778,100 | -11% | -$50.1M |
|
4
Domino's
DPZ
$15.5B
| $378M | 0.86% | 3,336,184 -112,716 | -3% | -$12.8M |
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $358M | 0.82% | 8,094,500 -816,100 | -9% | -$36.1M |
|
6
NetEase
NTES
$86.1B
| $357M | 0.81% | 2,463,400 -113,800 | -4% | -$16.5M |
|
7
VeriSign
VRSN
$25.4B
| $312M | 0.71% | 5,049,376 +168,200 | +3% | +$10.4M |
|
|
8
Microsoft
MSFT
$3.77T
| $306M | 0.7% | +6,935,684 | New | +$306M |
|
9
Hershey
HSY
$37B
| $282M | 0.64% | 3,174,600 -137,100 | -4% | -$12.2M |
|
10
Amgen
AMGN
$155B
| $272M | 0.62% | 1,770,245 +246,200 | +16% | +$37.8M |
|
11
Becton Dickinson
BDX
$55.1B
| $259M | 0.59% | 1,829,366 -124,300 | -6% | -$17.6M |
|
12
AstraZeneca
AZN
$248B
| $251M | 0.57% | 3,934,600 +780,200 | +25% | +$49.7M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.57T
| $245M | 0.56% | 468,221 +245,521 | +110% | +$128M |
|
14
Ryanair
RYAAY
$33.5B
| $237M | 0.54% | 3,320,496 -181,187 | -5% | -$12.9M |
|
15
Cboe Global Markets
CBOE
$24.6B
| $229M | 0.52% | 3,998,400 +150,800 | +4% | +$8.63M |
|
16
Mastercard
MA
$539B
| $223M | 0.51% | 2,385,300 +199,500 | +9% | +$18.6M |
|
17
Allegiant Air
ALGT
$1.14B
| $216M | 0.49% | 1,213,900 -56,000 | -4% | -$9.96M |
|
18
Apple
AAPL
$3.46T
| $215M | 0.49% | 1,712,733 -506,200 | -23% | -$63.5M |
|
19
Ventas
VTR
$30.9B
| $199M | 0.45% | 3,199,702 +1,386,602 | +76% | +$86.1M |
|
20
Walmart
WMT
$769B
| $193M | 0.44% | 2,721,200 +1,093,800 | +67% | +$77.6M |
|
21
Union Pacific
UNP
$132B
| $193M | 0.44% | 2,021,400 +74,068 | +4% | +$7.06M |
|
|
MJN
22
DELISTED
Mead Johnson Nutrition Company
MJN
| $190M | 0.43% | 2,108,000 +1,123,000 | +114% | +$101M |
|
23
Chipotle Mexican Grill
CMG
$56.3B
| $190M | 0.43% | 313,500 +97,900 | +45% | +$59.2M |
|
24
Huntington Ingalls Industries
HII
$10.7B
| $178M | 0.41% | 1,579,900 -108,600 | -6% | -$12.2M |
|
|
25
Alibaba
BABA
$318B
| $177M | 0.4% | +2,156,200 | New | +$177M |
|