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
+6.57%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$85B
AUM Growth
+$85B
(+8.4%)
Cap. Flow
+$3.19B
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
8.5%
Holding
3,587
New
422
Increased
1,684
Reduced
1,047
Closed
419
Top Buys
| 1 |
Medtronic
MDT
|
$464M |
| 2 |
Exxon Mobil
XOM
|
$299M |
| 3 |
FedEx
FDX
|
$289M |
| 4 |
Netflix
NFLX
|
$273M |
| 5 |
Micron Technology
MU
|
$265M |
Top Sells
| 1 |
Amazon
AMZN
|
$290M |
| 2 |
Electronic Arts
EA
|
$285M |
| 3 |
Mastercard
MA
|
$269M |
| 4 |
RAI
Reynolds American Inc
RAI
|
$245M |
| 5 |
Johnson & Johnson
JNJ
|
$237M |
Sector Composition
| 1 | Healthcare | 15.71% |
| 2 | Technology | 15.39% |
| 3 | Financials | 11.4% |
| 4 | Industrials | 9.47% |
| 5 | Consumer Staples | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Humana
HUM
$36.2B
| $892M | 1.05% | 3,660,100 +929,000 | +34% | +$226M |
|
2
Gilead Sciences
GILD
$139B
| $829M | 0.98% | 10,230,899 -176,949 | -2% | -$14.3M |
|
3
Amgen
AMGN
$155B
| $730M | 0.86% | 3,917,700 +517,555 | +15% | +$96.5M |
|
4
NVIDIA
NVDA
$4.26T
| $717M | 0.84% | 4,010,100 -748,693 | -16% | -$134M |
|
5
NetEase
NTES
$86.1B
| $708M | 0.83% | 2,683,050 -42,950 | -2% | -$11.3M |
|
6
Colgate-Palmolive
CL
$67.8B
| $700M | 0.82% | 9,604,100 -149,300 | -2% | -$10.9M |
|
7
Novo Nordisk
NVO
$250B
| $691M | 0.81% | 14,361,300 +827,000 | +6% | +$39.8M |
|
8
Bristol-Myers Squibb
BMY
$95.7B
| $691M | 0.81% | 10,846,600 -2,641,600 | -20% | -$168M |
|
9
Domino's
DPZ
$15.5B
| $640M | 0.75% | 3,222,300 +161,400 | +5% | +$32M |
|
10
VeriSign
VRSN
$25.4B
| $629M | 0.74% | 5,909,776 +864,300 | +17% | +$92M |
|
11
PepsiCo
PEP
$203B
| $613M | 0.72% | 5,500,700 -142,000 | -3% | -$15.8M |
|
|
12
Johnson & Johnson
JNJ
$425B
| $560M | 0.66% | 4,306,200 -1,826,000 | -30% | -$237M |
|
13
Palo Alto Networks
PANW
$127B
| $533M | 0.63% | 3,697,900 +1,550,600 | +72% | +$223M |
|
|
14
Medtronic
MDT
$118B
| $498M | 0.59% | 6,397,513 +5,963,513 | +1,374% | +$464M |
|
15
Crown Castle
CCI
$42.7B
| $491M | 0.58% | 4,914,000 +38,497 | +0.8% | +$3.85M |
|
16
Cboe Global Markets
CBOE
$24.5B
| $472M | 0.56% | 4,389,700 +19,704 | +0.5% | +$2.12M |
|
17
Walmart
WMT
$769B
| $472M | 0.56% | 6,043,000 +979,900 | +19% | +$76.6M |
|
|
BCR
18
DELISTED
CR Bard Inc.
BCR
| $455M | 0.54% | 1,418,500 +122,900 | +9% | +$39.4M |
|
19
Intuitive Surgical
ISRG
$168B
| $448M | 0.53% | 428,600 +121,500 | +40% | +$127M |
|
20
Home Depot
HD
$406B
| $434M | 0.51% | 2,652,800 +773,400 | +41% | +$126M |
|
|
21
Netflix
NFLX
$514B
| $385M | 0.45% | 2,123,600 +1,504,300 | +243% | +$273M |
|
22
GSK
GSK
$79.5B
| $383M | 0.45% | 9,437,700 +99,700 | +1% | +$4.05M |
|
23
Align Technology
ALGN
$10.3B
| $379M | 0.45% | 2,037,200 +449,519 | +28% | +$83.7M |
|
24
Chubb
CB
$110B
| $371M | 0.44% | 2,600,761 +196,300 | +8% | +$28M |
|
|
25
Mastercard
MA
$539B
| $353M | 0.42% | 2,500,100 -1,903,800 | -43% | -$269M |
|