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
+6.65%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$56.6B
AUM Growth
+$56.6B
(+7.7%)
Cap. Flow
+$1.84B
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
7.89%
Holding
3,713
New
413
Increased
1,829
Reduced
1,045
Closed
417
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$383M |
| 2 |
Costco
COST
|
$267M |
| 3 |
Pfizer
PFE
|
$231M |
| 4 |
Microsoft
MSFT
|
$230M |
| 5 |
Bristol-Myers Squibb
BMY
|
$227M |
Top Sells
| 1 |
CVS Health
CVS
|
$258M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$228M |
| 3 |
GAS
AGL RESOURCES INC (HOLDING CO)
GAS
|
$216M |
| 4 |
Charter Communications
CHTR
|
$142M |
| 5 |
TE
TECO ENERGY INC
TE
|
$136M |
Sector Composition
| 1 | Technology | 15.67% |
| 2 | Healthcare | 12.42% |
| 3 | Financials | 11.99% |
| 4 | Consumer Staples | 9.63% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $609M | 1.08% | 14,653,500 +1,703,700 | +13% | +$70.9M |
|
2
Mastercard
MA
$539B
| $574M | 1.02% | 5,644,100 +259,400 | +5% | +$26.4M |
|
|
LLTC
3
DELISTED
Linear Technology Corp
LLTC
| $517M | 0.91% | 8,714,900 +1,319,300 | +18% | +$78.2M |
|
4
Colgate-Palmolive
CL
$67.8B
| $508M | 0.9% | 6,848,000 -944,900 | -12% | -$70.1M |
|
5
NetEase
NTES
$86.1B
| $480M | 0.85% | 1,993,100 -398,600 | -17% | -$96M |
|
|
6
Alphabet (Google) Class A
GOOGL
$2.56T
| $421M | 0.74% | 524,048 +476,648 | +1,006% | +$383M |
|
7
VeriSign
VRSN
$25.4B
| $369M | 0.65% | 4,713,376 +632,200 | +15% | +$49.5M |
|
|
8
Microsoft
MSFT
$3.77T
| $351M | 0.62% | 6,096,584 +3,985,384 | +189% | +$230M |
|
|
9
Costco
COST
$418B
| $318M | 0.56% | 2,086,213 +1,748,513 | +518% | +$267M |
|
10
Amgen
AMGN
$155B
| $316M | 0.56% | 1,896,341 +719,896 | +61% | +$120M |
|
|
11
Pfizer
PFE
$141B
| $290M | 0.51% | 8,566,241 +6,820,841 | +391% | +$231M |
|
12
Cboe Global Markets
CBOE
$24.5B
| $290M | 0.51% | 4,466,000 -42,000 | -0.9% | -$2.72M |
|
13
Duke Energy
DUK
$95.6B
| $263M | 0.46% | 3,282,967 +605,300 | +23% | +$48.4M |
|
14
Home Depot
HD
$406B
| $257M | 0.45% | 1,994,700 -55,500 | -3% | -$7.14M |
|
|
15
Bristol-Myers Squibb
BMY
$95.7B
| $256M | 0.45% | 4,740,200 +4,203,200 | +783% | +$227M |
|
16
Entergy
ETR
$39.5B
| $247M | 0.44% | 3,223,800 +390,089 | +14% | +$29.9M |
|
17
Walt Disney
DIS
$212B
| $246M | 0.44% | 2,653,207 +1,901,100 | +253% | +$177M |
|
18
Palo Alto Networks
PANW
$127B
| $236M | 0.42% | 1,482,100 +349,000 | +31% | +$55.6M |
|
19
NVIDIA
NVDA
$4.26T
| $219M | 0.39% | 3,199,600 -905,693 | -22% | -$62.1M |
|
20
Domino's
DPZ
$15.5B
| $216M | 0.38% | 1,424,600 -233,800 | -14% | -$35.5M |
|
21
Chubb
CB
$110B
| $215M | 0.38% | 1,710,061 +673,499 | +65% | +$84.6M |
|
22
American Electric Power
AEP
$59.6B
| $214M | 0.38% | 3,329,208 +1,247,108 | +60% | +$80.1M |
|
23
SiriusXM
SIRI
$7.91B
| $213M | 0.38% | 51,037,500 +22,211,400 | +77% | +$92.6M |
|
|
24
Alphabet (Google) Class C
GOOG
$2.57T
| $205M | 0.36% | 263,485 +168,985 | +179% | +$131M |
|
25
Walmart
WMT
$769B
| $202M | 0.36% | 2,794,500 +2,097,400 | +301% | +$151M |
|