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
-12.39%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$91.3B
AUM Growth
+$91.3B
(-6.1%)
Cap. Flow
+$6.89B
Cap. Flow
% of AUM
7.54%
Top 10 Holdings %
Top 10 Hldgs %
9.08%
Holding
3,847
New
524
Increased
1,592
Reduced
1,211
Closed
504
Top Buys
| 1 |
Apple
AAPL
|
$435M |
| 2 |
Meta Platforms (Facebook)
META
|
$351M |
| 3 |
Schlumberger
SLB
|
$254M |
| 4 |
Visa
V
|
$220M |
| 5 |
Chipotle Mexican Grill
CMG
|
$194M |
Top Sells
| 1 |
Danaher
DHR
|
$350M |
| 2 |
Chevron
CVX
|
$349M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$337M |
| 4 |
SODA
SodaStream International Ltd
SODA
|
$251M |
| 5 |
JPMorgan Chase
JPM
|
$232M |
Sector Composition
| 1 | Healthcare | 15.48% |
| 2 | Technology | 13.21% |
| 3 | Financials | 10.73% |
| 4 | Real Estate | 9.97% |
| 5 | Utilities | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$25.4B
| $1.04B | 1.14% | 7,031,000 -6,800 | -0.1% | -$1.01M |
|
2
Humana
HUM
$36.2B
| $1B | 1.1% | 3,507,800 +333,000 | +10% | +$95.4M |
|
3
Novo Nordisk
NVO
$250B
| $956M | 1.05% | 20,744,571 +1,077,900 | +5% | +$49.7M |
|
4
Palo Alto Networks
PANW
$127B
| $811M | 0.89% | 4,304,450 -346,750 | -7% | -$65.3M |
|
5
PepsiCo
PEP
$203B
| $804M | 0.88% | 7,280,250 +660,000 | +10% | +$72.9M |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $788M | 0.86% | 6,009,362 +2,676,806 | +80% | +$351M |
|
7
Domino's
DPZ
$15.5B
| $765M | 0.84% | 3,085,500 -98,300 | -3% | -$24.4M |
|
8
Vertex Pharmaceuticals
VRTX
$100B
| $718M | 0.79% | 4,334,300 +245,183 | +6% | +$40.6M |
|
9
Duke Energy
DUK
$95.6B
| $709M | 0.78% | 8,209,779 +2,158,650 | +36% | +$186M |
|
10
Amgen
AMGN
$154B
| $697M | 0.76% | 3,578,600 -536,545 | -13% | -$104M |
|
|
VMW
11
DELISTED
VMware, Inc
VMW
| $690M | 0.76% | 5,033,468 -102,700 | -2% | -$14.1M |
|
12
Crown Castle
CCI
$42.8B
| $650M | 0.71% | 5,982,703 +577,403 | +11% | +$62.7M |
|
|
ABMD
13
DELISTED
Abiomed Inc
ABMD
| $608M | 0.67% | 1,869,723 +150,700 | +9% | +$49M |
|
|
14
Chipotle Mexican Grill
CMG
$56.2B
| $536M | 0.59% | 1,240,459 +448,459 | +57% | +$194M |
|
15
Align Technology
ALGN
$10.3B
| $528M | 0.58% | 2,519,481 -258,900 | -9% | -$54.2M |
|
16
American Tower
AMT
$94.6B
| $490M | 0.54% | 3,097,200 +114,561 | +4% | +$18.1M |
|
17
Herbalife
HLF
$1.02B
| $483M | 0.53% | 8,200,140 +598,915 | +8% | +$35.3M |
|
18
Progressive
PGR
$145B
| $472M | 0.52% | 7,831,396 -680,304 | -8% | -$41M |
|
19
Molina Healthcare
MOH
$9.69B
| $464M | 0.51% | 3,989,555 +250,800 | +7% | +$29.1M |
|
20
FirstEnergy
FE
$25.3B
| $457M | 0.5% | 12,181,100 -131,208 | -1% | -$4.93M |
|
21
American Electric Power
AEP
$59.6B
| $455M | 0.5% | 6,085,700 +444,200 | +8% | +$33.2M |
|
22
GSK
GSK
$79.5B
| $445M | 0.49% | 11,642,400 +1,507,200 | +15% | +$57.6M |
|
|
23
Apple
AAPL
$3.46T
| $435M | 0.48% | +2,760,484 | New | +$435M |
|
24
UDR
UDR
$13B
| $431M | 0.47% | 10,886,598 +1,687,898 | +18% | +$66.9M |
|
25
BP
BP
$90.7B
| $431M | 0.47% | 11,362,646 -558,800 | -5% | -$21.2M |
|