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
+7.52%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$91.7B
AUM Growth
+$91.7B
(+0.34%)
Cap. Flow
-$3.76B
Cap. Flow
% of AUM
-4.1%
Top 10 Holdings %
Top 10 Hldgs %
9.09%
Holding
3,750
New
410
Increased
1,681
Reduced
1,114
Closed
525
Top Buys
| 1 |
Apple
AAPL
|
$707M |
| 2 |
Meta Platforms (Facebook)
META
|
$479M |
| 3 |
Evergy
EVRG
|
$302M |
| 4 |
Johnson & Johnson
JNJ
|
$298M |
| 5 |
Walmart
WMT
|
$266M |
Top Sells
| 1 |
Home Depot
HD
|
$623M |
| 2 |
Amazon
AMZN
|
$555M |
| 3 |
Booking.com
BKNG
|
$519M |
| 4 |
Eli Lilly
LLY
|
$279M |
| 5 |
UnitedHealth
UNH
|
$251M |
Sector Composition
| 1 | Healthcare | 17.51% |
| 2 | Technology | 14.44% |
| 3 | Financials | 11.76% |
| 4 | Consumer Discretionary | 9.47% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Align Technology
ALGN
$10.3B
| $990M | 1.08% | 2,894,800 -63,800 | -2% | -$21.8M |
|
2
Domino's
DPZ
$15.5B
| $974M | 1.06% | 3,451,500 -80,600 | -2% | -$22.7M |
|
3
VeriSign
VRSN
$25.4B
| $950M | 1.04% | 6,915,100 -11,776 | -0.2% | -$1.62M |
|
4
Novo Nordisk
NVO
$250B
| $883M | 0.96% | 19,142,300 +2,051,000 | +12% | +$94.6M |
|
5
Humana
HUM
$36.2B
| $828M | 0.9% | 2,783,500 -465,600 | -14% | -$139M |
|
|
VMW
6
DELISTED
VMware, Inc
VMW
| $777M | 0.85% | 5,289,800 +1,512,500 | +40% | +$222M |
|
7
Palo Alto Networks
PANW
$127B
| $766M | 0.83% | 3,725,700 -720,400 | -16% | -$148M |
|
8
PepsiCo
PEP
$203B
| $758M | 0.83% | 6,962,850 -2,115,412 | -23% | -$230M |
|
|
9
Apple
AAPL
$3.45T
| $707M | 0.77% | +3,818,833 | New | +$707M |
|
10
Amgen
AMGN
$154B
| $702M | 0.77% | 3,803,600 -121,700 | -3% | -$22.5M |
|
11
Vertex Pharmaceuticals
VRTX
$100B
| $688M | 0.75% | 4,050,617 +1,199,700 | +42% | +$204M |
|
|
ABMD
12
DELISTED
Abiomed Inc
ABMD
| $635M | 0.69% | 1,551,423 +401,800 | +35% | +$164M |
|
13
Bristol-Myers Squibb
BMY
$95.6B
| $584M | 0.64% | 10,547,200 -3,981,100 | -27% | -$220M |
|
14
Crown Castle
CCI
$42.8B
| $570M | 0.62% | 5,289,703 -491,200 | -8% | -$53M |
|
15
Intuitive Surgical
ISRG
$168B
| $562M | 0.61% | 1,174,410 -307,600 | -21% | -$147M |
|
16
Cboe Global Markets
CBOE
$24.5B
| $540M | 0.59% | 5,190,200 +683,700 | +15% | +$71.2M |
|
|
17
Meta Platforms (Facebook)
META
$1.86T
| $479M | 0.52% | +2,467,488 | New | +$479M |
|
18
Idexx Laboratories
IDXX
$51.5B
| $473M | 0.52% | 2,169,929 +81,025 | +4% | +$17.7M |
|
19
Dell
DELL
$82.9B
| $469M | 0.51% | 5,549,700 +794,800 | +17% | +$67.2M |
|
20
Colgate-Palmolive
CL
$67.7B
| $467M | 0.51% | 7,200,900 -2,022,700 | -22% | -$131M |
|
|
21
Johnson & Johnson
JNJ
$425B
| $454M | 0.49% | 3,740,300 +2,455,901 | +191% | +$298M |
|
22
FirstEnergy
FE
$25.3B
| $431M | 0.47% | 12,007,408 +2,251,708 | +23% | +$80.9M |
|
23
Progressive
PGR
$145B
| $420M | 0.46% | 7,094,900 +1,163,500 | +20% | +$68.8M |
|
24
BP
BP
$90.7B
| $414M | 0.45% | 9,057,544 +1,714,700 | +23% | +$78.3M |
|
25
Best Buy
BBY
$15.7B
| $394M | 0.43% | 5,279,100 -264,000 | -5% | -$19.7M |
|