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
+6.82%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$97.3B
AUM Growth
+$97.3B
(+6%)
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
9.68%
Holding
3,734
New
509
Increased
1,627
Reduced
1,174
Closed
411
Top Buys
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$331M |
| 2 |
Chevron
CVX
|
$266M |
| 3 |
Chipotle Mexican Grill
CMG
|
$259M |
| 4 |
JPMorgan Chase
JPM
|
$232M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$223M |
Top Sells
| 1 |
Apple
AAPL
|
$707M |
| 2 |
Johnson & Johnson
JNJ
|
$411M |
| 3 |
Amazon
AMZN
|
$312M |
| 4 |
Walmart
WMT
|
$285M |
| 5 |
Intuitive Surgical
ISRG
|
$282M |
Sector Composition
| 1 | Healthcare | 17.74% |
| 2 | Technology | 14.99% |
| 3 | Financials | 10.9% |
| 4 | Consumer Discretionary | 8.96% |
| 5 | Real Estate | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$25.4B
| $1.13B | 1.16% | 7,037,800 +122,700 | +2% | +$19.6M |
|
2
Align Technology
ALGN
$10.3B
| $1.09B | 1.12% | 2,778,381 -116,419 | -4% | -$45.5M |
|
3
Humana
HUM
$36.2B
| $1.07B | 1.1% | 3,174,800 +391,300 | +14% | +$132M |
|
4
Palo Alto Networks
PANW
$127B
| $1.05B | 1.08% | 4,651,200 +925,500 | +25% | +$208M |
|
5
Domino's
DPZ
$15.5B
| $939M | 0.96% | 3,183,800 -267,700 | -8% | -$78.9M |
|
6
Novo Nordisk
NVO
$250B
| $927M | 0.95% | 19,666,671 +524,371 | +3% | +$24.7M |
|
7
Amgen
AMGN
$154B
| $853M | 0.88% | 4,115,145 +311,545 | +8% | +$64.6M |
|
|
VMW
8
DELISTED
VMware, Inc
VMW
| $802M | 0.82% | 5,136,168 -153,632 | -3% | -$24M |
|
9
Vertex Pharmaceuticals
VRTX
$100B
| $788M | 0.81% | 4,089,117 +38,500 | +1% | +$7.42M |
|
|
ABMD
10
DELISTED
Abiomed Inc
ABMD
| $773M | 0.79% | 1,719,023 +167,600 | +11% | +$75.4M |
|
11
PepsiCo
PEP
$203B
| $740M | 0.76% | 6,620,250 -342,600 | -5% | -$38.3M |
|
12
Progressive
PGR
$145B
| $605M | 0.62% | 8,511,700 +1,416,800 | +20% | +$101M |
|
13
Crown Castle
CCI
$42.8B
| $602M | 0.62% | 5,405,300 +115,597 | +2% | +$12.9M |
|
14
NVIDIA
NVDA
$4.26T
| $588M | 0.6% | 2,091,465 +601,672 | +40% | +$169M |
|
15
Bristol-Myers Squibb
BMY
$95.6B
| $580M | 0.6% | 9,344,000 -1,203,200 | -11% | -$74.7M |
|
16
Molina Healthcare
MOH
$9.7B
| $556M | 0.57% | 3,738,755 +932,905 | +33% | +$139M |
|
17
BP
BP
$90.7B
| $550M | 0.57% | 11,921,446 +2,863,902 | +32% | +$132M |
|
18
Meta Platforms (Facebook)
META
$1.86T
| $548M | 0.56% | 3,332,556 +865,068 | +35% | +$142M |
|
19
Duke Energy
DUK
$95.7B
| $484M | 0.5% | 6,051,129 +1,980,562 | +49% | +$158M |
|
20
Dell
DELL
$82.9B
| $483M | 0.5% | 4,974,600 -575,100 | -10% | -$55.9M |
|
21
FirstEnergy
FE
$25.3B
| $458M | 0.47% | 12,312,308 +304,900 | +3% | +$11.3M |
|
|
AZPN
22
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $456M | 0.47% | 4,002,003 +139,203 | +4% | +$15.9M |
|
23
Idexx Laboratories
IDXX
$51.5B
| $444M | 0.46% | 1,778,004 -391,925 | -18% | -$97.8M |
|
24
Colgate-Palmolive
CL
$67.7B
| $444M | 0.46% | 6,627,800 -573,100 | -8% | -$38.4M |
|
25
Cboe Global Markets
CBOE
$24.5B
| $439M | 0.45% | 4,570,700 -619,500 | -12% | -$59.4M |
|