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
+5.01%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$45.9B
AUM Growth
+$45.9B
(+9.5%)
Cap. Flow
+$2.68B
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
9.34%
Holding
3,639
New
512
Increased
1,873
Reduced
852
Closed
386
Top Buys
| 1 |
Apple
AAPL
|
$470M |
| 2 |
Pfizer
PFE
|
$258M |
| 3 |
Gilead Sciences
GILD
|
$206M |
| 4 |
Meta Platforms (Facebook)
META
|
$188M |
| 5 |
Comcast
CMCSA
|
$179M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$390M |
| 2 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$330M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$231M |
| 4 |
Amgen
AMGN
|
$230M |
| 5 |
Teva Pharmaceuticals
TEVA
|
$154M |
Sector Composition
| 1 | Technology | 14.42% |
| 2 | Healthcare | 12.72% |
| 3 | Financials | 10.5% |
| 4 | Industrials | 9.65% |
| 5 | Consumer Staples | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $749M | 1.63% | 12,898,800 -272,200 | -2% | -$15.8M |
|
2
Colgate-Palmolive
CL
$67.8B
| $670M | 1.46% | 10,062,900 -1,374,800 | -12% | -$91.6M |
|
|
3
Apple
AAPL
$3.46T
| $470M | 1.02% | +4,463,233 | New | +$470M |
|
4
VeriSign
VRSN
$25.4B
| $426M | 0.93% | 4,876,476 -137,600 | -3% | -$12M |
|
5
Alaska Air
ALK
$7.17B
| $386M | 0.84% | 4,799,500 -715,221 | -13% | -$57.6M |
|
6
NetEase
NTES
$86.1B
| $362M | 0.79% | 1,996,100 -589,200 | -23% | -$107M |
|
|
LLTC
7
DELISTED
Linear Technology Corp
LLTC
| $326M | 0.71% | 7,681,200 +19,000 | +0.2% | +$807K |
|
8
Ryanair
RYAAY
$33.5B
| $308M | 0.67% | 3,564,719 +226,089 | +7% | +$19.5M |
|
9
Mastercard
MA
$539B
| $294M | 0.64% | 3,021,400 +205,800 | +7% | +$20M |
|
10
Domino's
DPZ
$15.5B
| $294M | 0.64% | 2,639,900 -180,500 | -6% | -$20.1M |
|
11
Cboe Global Markets
CBOE
$24.6B
| $286M | 0.62% | 4,399,700 +176,000 | +4% | +$11.4M |
|
12
Novartis
NVS
$245B
| $266M | 0.58% | 3,091,198 +1,408,800 | +84% | +$121M |
|
|
13
Pfizer
PFE
$141B
| $258M | 0.56% | +7,985,341 | New | +$258M |
|
14
Palo Alto Networks
PANW
$127B
| $239M | 0.52% | 1,357,000 +726,900 | +115% | +$128M |
|
|
15
Gilead Sciences
GILD
$139B
| $235M | 0.51% | 2,319,448 +2,039,148 | +727% | +$206M |
|
16
Duke Energy
DUK
$95.6B
| $229M | 0.5% | 3,208,267 +143,800 | +5% | +$10.3M |
|
17
Coca-Cola
KO
$296B
| $217M | 0.47% | 5,049,399 +1,753,300 | +53% | +$75.3M |
|
18
Allegiant Air
ALGT
$1.14B
| $212M | 0.46% | 1,263,100 +11,900 | +1% | +$2M |
|
19
AvalonBay Communities
AVB
$27.9B
| $210M | 0.46% | 1,138,514 +278,100 | +32% | +$51.2M |
|
|
BCR
20
DELISTED
CR Bard Inc.
BCR
| $208M | 0.45% | 1,098,500 +207,600 | +23% | +$39.3M |
|
21
Hershey
HSY
$37B
| $198M | 0.43% | 2,216,300 -299,100 | -12% | -$26.7M |
|
|
B
22
Barrick Mining Corporation
B
$45.3B
| $190M | 0.41% | 25,706,526 +7,613,624 | +42% | +$56.2M |
|
23
Huntington Ingalls Industries
HII
$10.7B
| $189M | 0.41% | 1,488,700 +14,800 | +1% | +$1.88M |
|
|
24
Meta Platforms (Facebook)
META
$1.86T
| $188M | 0.41% | +1,792,200 | New | +$188M |
|
25
Clorox
CLX
$14.5B
| $187M | 0.41% | 1,473,800 -355,100 | -19% | -$45M |
|