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%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$90.7B
AUM Growth
+$90.7B
(+6.7%)
Cap. Flow
+$2.75B
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
8.4%
Holding
3,693
New
525
Increased
1,728
Reduced
1,035
Closed
389
Top Buys
| 1 |
Exxon Mobil
XOM
|
$527M |
| 2 |
Becton Dickinson
BDX
|
$410M |
| 3 |
Intuitive Surgical
ISRG
|
$369M |
| 4 |
GE Aerospace
GE
|
$316M |
| 5 |
IBM
IBM
|
$308M |
Top Sells
| 1 |
NetEase
NTES
|
$499M |
| 2 |
BCR
CR Bard Inc.
BCR
|
$455M |
| 3 |
Medtronic
MDT
|
$401M |
| 4 |
NVIDIA
NVDA
|
$339M |
| 5 |
Netflix
NFLX
|
$331M |
Sector Composition
| 1 | Healthcare | 16.06% |
| 2 | Technology | 13.75% |
| 3 | Financials | 10.21% |
| 4 | Industrials | 9.64% |
| 5 | Consumer Discretionary | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bristol-Myers Squibb
BMY
$95.7B
| $876M | 0.97% | 14,302,900 +3,456,300 | +32% | +$212M |
|
2
Novo Nordisk
NVO
$250B
| $844M | 0.93% | 15,731,200 +1,369,900 | +10% | +$73.5M |
|
|
3
Exxon Mobil
XOM
$487B
| $832M | 0.92% | 9,948,354 +6,295,900 | +172% | +$527M |
|
4
Humana
HUM
$36.2B
| $804M | 0.89% | 3,241,700 -418,400 | -11% | -$104M |
|
5
Amgen
AMGN
$155B
| $796M | 0.88% | 4,579,445 +661,745 | +17% | +$115M |
|
6
VeriSign
VRSN
$25.4B
| $781M | 0.86% | 6,826,054 +916,278 | +16% | +$105M |
|
7
PepsiCo
PEP
$203B
| $779M | 0.86% | 6,497,262 +996,562 | +18% | +$120M |
|
8
Colgate-Palmolive
CL
$67.8B
| $649M | 0.72% | 8,601,900 -1,002,200 | -10% | -$75.6M |
|
9
Palo Alto Networks
PANW
$127B
| $635M | 0.7% | 4,379,100 +681,200 | +18% | +$98.7M |
|
10
Domino's
DPZ
$15.5B
| $621M | 0.68% | 3,286,400 +64,100 | +2% | +$12.1M |
|
11
Home Depot
HD
$406B
| $617M | 0.68% | 3,255,400 +602,600 | +23% | +$114M |
|
12
Philip Morris
PM
$258B
| $608M | 0.67% | 5,753,131 +2,779,331 | +93% | +$294M |
|
13
Crown Castle
CCI
$42.7B
| $599M | 0.66% | 5,395,800 +481,800 | +10% | +$53.5M |
|
14
Align Technology
ALGN
$10.3B
| $581M | 0.64% | 2,614,100 +576,900 | +28% | +$128M |
|
15
Cboe Global Markets
CBOE
$24.5B
| $563M | 0.62% | 4,520,000 +130,300 | +3% | +$16.2M |
|
16
Gilead Sciences
GILD
$139B
| $542M | 0.6% | 7,564,948 -2,665,951 | -26% | -$191M |
|
|
17
Intuitive Surgical
ISRG
$168B
| $526M | 0.58% | 1,440,600 +1,012,000 | +236% | +$369M |
|
18
Johnson & Johnson
JNJ
$425B
| $485M | 0.53% | 3,469,800 -836,400 | -19% | -$117M |
|
|
19
IBM
IBM
$227B
| $478M | 0.53% | 3,115,200 +2,007,513 | +181% | +$308M |
|
|
20
Becton Dickinson
BDX
$55B
| $444M | 0.49% | 2,074,503 +1,913,952 | +1,192% | +$410M |
|
|
21
NVIDIA
NVDA
$4.26T
| $437M | 0.48% | 2,256,293 -1,753,807 | -44% | -$339M |
|
|
22
NetEase
NTES
$86.1B
| $427M | 0.47% | 1,238,100 -1,444,950 | -54% | -$499M |
|
23
Vertex Pharmaceuticals
VRTX
$101B
| $427M | 0.47% | 2,847,917 +1,479,897 | +108% | +$222M |
|
|
24
GE Aerospace
GE
$291B
| $427M | 0.47% | 24,454,964 +18,103,724 | +285% | +$316M |
|
25
Walmart
WMT
$769B
| $412M | 0.45% | 4,172,313 -1,870,687 | -31% | -$185M |
|