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
+5.62%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$52.5B
AUM Growth
+$52.5B
(-0.13%)
Cap. Flow
-$1.87B
Cap. Flow
% of AUM
-3.56%
Top 10 Holdings %
Top 10 Hldgs %
8.03%
Holding
3,774
New
424
Increased
1,684
Reduced
1,176
Closed
474
Top Buys
| 1 |
CVS Health
CVS
|
$349M |
| 2 |
Nike
NKE
|
$280M |
| 3 |
Home Depot
HD
|
$262M |
| 4 |
Amazon
AMZN
|
$167M |
| 5 |
Mastercard
MA
|
$166M |
Top Sells
| 1 |
PepsiCo
PEP
|
$232M |
| 2 |
Coca-Cola
KO
|
$226M |
| 3 |
Johnson & Johnson
JNJ
|
$213M |
| 4 |
Meta Platforms (Facebook)
META
|
$203M |
| 5 |
B
Barrick Mining Corporation
B
|
$193M |
Sector Composition
| 1 | Technology | 13.83% |
| 2 | Healthcare | 12.18% |
| 3 | Financials | 11.43% |
| 4 | Industrials | 8.95% |
| 5 | Consumer Discretionary | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $696M | 1.33% | 12,949,800 +174,100 | +1% | +$9.36M |
|
2
Colgate-Palmolive
CL
$67.8B
| $570M | 1.09% | 7,792,900 -2,088,600 | -21% | -$153M |
|
|
3
Mastercard
MA
$539B
| $474M | 0.9% | 5,384,700 +1,886,800 | +54% | +$166M |
|
4
NetEase
NTES
$86.1B
| $462M | 0.88% | 2,391,700 +204,000 | +9% | +$39.4M |
|
|
B
5
Barrick Mining Corporation
B
$45.3B
| $373M | 0.71% | 17,475,502 -9,021,000 | -34% | -$193M |
|
|
6
CVS Health
CVS
$91.9B
| $368M | 0.7% | 3,842,105 +3,647,000 | +1,869% | +$349M |
|
7
VeriSign
VRSN
$25.4B
| $353M | 0.67% | 4,081,176 -83,124 | -2% | -$7.19M |
|
|
LLTC
8
DELISTED
Linear Technology Corp
LLTC
| $344M | 0.66% | 7,395,600 -149,500 | -2% | -$6.96M |
|
9
Cboe Global Markets
CBOE
$24.5B
| $300M | 0.57% | 4,508,000 +71,300 | +2% | +$4.75M |
|
|
10
Nike
NKE
$115B
| $280M | 0.53% | +5,066,500 | New | +$280M |
|
|
11
Home Depot
HD
$406B
| $262M | 0.5% | +2,050,200 | New | +$262M |
|
|
BCR
12
DELISTED
CR Bard Inc.
BCR
| $250M | 0.48% | 1,063,200 -292,100 | -22% | -$68.7M |
|
13
Entergy
ETR
$39.5B
| $231M | 0.44% | 2,833,711 +325,811 | +13% | +$26.5M |
|
14
Duke Energy
DUK
$95.6B
| $230M | 0.44% | 2,677,667 -1,339,300 | -33% | -$115M |
|
|
EMC
15
DELISTED
EMC CORPORATION
EMC
| $228M | 0.43% | 8,380,900 +1,380,500 | +20% | +$37.5M |
|
16
Sempra
SRE
$54.3B
| $223M | 0.42% | 1,953,500 -145,700 | -7% | -$16.6M |
|
17
Edwards Lifesciences
EW
$47.4B
| $221M | 0.42% | 2,213,800 +548,000 | +33% | +$54.7M |
|
18
Domino's
DPZ
$15.5B
| $218M | 0.41% | 1,658,400 -669,600 | -29% | -$88M |
|
|
GAS
19
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $216M | 0.41% | 3,279,161 +1,278,100 | +64% | +$84.3M |
|
20
Kinross Gold
KGC
$25.1B
| $204M | 0.39% | 41,769,572 -5,380,302 | -11% | -$26.3M |
|
21
NVIDIA
NVDA
$4.26T
| $193M | 0.37% | 4,105,293 +865,900 | +27% | +$40.7M |
|
22
Novartis
NVS
$245B
| $187M | 0.36% | 2,260,598 -1,003,900 | -31% | -$82.8M |
|
23
Herbalife
HLF
$1.02B
| $185M | 0.35% | 3,156,000 +363,300 | +13% | +$21.3M |
|
24
Alaska Air
ALK
$7.17B
| $184M | 0.35% | 3,156,900 -863,600 | -21% | -$50.3M |
|
25
AstraZeneca
AZN
$248B
| $180M | 0.34% | 5,966,100 +283,300 | +5% | +$8.55M |
|