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
+7.01%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$71.6B
AUM Growth
+$71.6B
(+13%)
Cap. Flow
+$5.44B
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
7.9%
Holding
3,652
New
434
Increased
1,590
Reduced
1,153
Closed
463
Top Buys
| 1 |
Merck
MRK
|
$468M |
| 2 |
Johnson & Johnson
JNJ
|
$458M |
| 3 |
Booking.com
BKNG
|
$358M |
| 4 |
IBM
IBM
|
$352M |
| 5 |
RAI
Reynolds American Inc
RAI
|
$347M |
Top Sells
| 1 |
LLTC
Linear Technology Corp
LLTC
|
$482M |
| 2 |
Walt Disney
DIS
|
$255M |
| 3 |
Visa
V
|
$226M |
| 4 |
Deere & Co
DE
|
$201M |
| 5 |
Johnson Controls International
JCI
|
$179M |
Sector Composition
| 1 | Healthcare | 15.02% |
| 2 | Technology | 13.41% |
| 3 | Financials | 12.25% |
| 4 | Consumer Staples | 9.57% |
| 5 | Industrials | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Johnson & Johnson
JNJ
$425B
| $885M | 1.24% | 7,102,700 +3,679,600 | +107% | +$458M |
|
2
NetEase
NTES
$86.1B
| $645M | 0.9% | 2,269,700 +255,800 | +13% | +$72.6M |
|
3
Mastercard
MA
$539B
| $591M | 0.83% | 5,252,700 -388,700 | -7% | -$43.7M |
|
4
Novo Nordisk
NVO
$250B
| $563M | 0.79% | 16,409,200 +2,463,300 | +18% | +$84.4M |
|
5
Humana
HUM
$36.2B
| $555M | 0.78% | 2,691,700 +1,231,400 | +84% | +$254M |
|
6
Gilead Sciences
GILD
$140B
| $523M | 0.73% | 7,707,248 +2,432,300 | +46% | +$165M |
|
7
Colgate-Palmolive
CL
$67.8B
| $501M | 0.7% | 6,849,600 -1,604,000 | -19% | -$117M |
|
8
PepsiCo
PEP
$203B
| $486M | 0.68% | 4,343,800 +2,067,338 | +91% | +$231M |
|
|
9
Merck
MRK
$209B
| $468M | 0.65% | +7,363,034 | New | +$468M |
|
10
NVIDIA
NVDA
$4.26T
| $435M | 0.61% | 3,990,593 +895,893 | +29% | +$97.6M |
|
|
AET
11
DELISTED
Aetna Inc
AET
| $397M | 0.55% | 3,111,482 +268,700 | +9% | +$34.3M |
|
12
Amgen
AMGN
$155B
| $396M | 0.55% | 2,413,445 +634,800 | +36% | +$104M |
|
13
Domino's
DPZ
$15.5B
| $393M | 0.55% | 2,130,700 +517,200 | +32% | +$95.3M |
|
14
Crown Castle
CCI
$42.8B
| $378M | 0.53% | 3,998,603 +1,043,700 | +35% | +$98.6M |
|
15
Walmart
WMT
$768B
| $364M | 0.51% | 5,043,400 +1,084,300 | +27% | +$78.2M |
|
16
Cboe Global Markets
CBOE
$24.5B
| $362M | 0.51% | 4,467,300 +81,200 | +2% | +$6.58M |
|
|
17
Booking.com
BKNG
$182B
| $358M | 0.5% | +201,199 | New | +$358M |
|
18
VeriSign
VRSN
$25.4B
| $358M | 0.5% | 4,104,376 -159,000 | -4% | -$13.9M |
|
|
19
IBM
IBM
$227B
| $352M | 0.49% | +2,023,700 | New | +$352M |
|
20
Bristol-Myers Squibb
BMY
$95.7B
| $352M | 0.49% | 6,468,000 +5,871,000 | +983% | +$319M |
|
|
RAI
21
DELISTED
Reynolds American Inc
RAI
| $348M | 0.49% | 5,514,535 +5,503,235 | +48,701% | +$347M |
|
22
Costco
COST
$418B
| $317M | 0.44% | 1,891,800 -927,913 | -33% | -$156M |
|
23
Meta Platforms (Facebook)
META
$1.86T
| $313M | 0.44% | 2,201,800 +2,141,800 | +3,570% | +$304M |
|
24
Sherwin-Williams
SHW
$91.2B
| $298M | 0.42% | 961,900 +635,900 | +195% | +$197M |
|
25
American Electric Power
AEP
$59.6B
| $294M | 0.41% | 4,383,800 +496,200 | +13% | +$33.3M |
|