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
+15.23%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$110B
AUM Growth
+$110B
(+20%)
Cap. Flow
+$7.25B
Cap. Flow
% of AUM
6.59%
Top 10 Holdings %
Top 10 Hldgs %
8.73%
Holding
3,883
New
540
Increased
1,745
Reduced
1,119
Closed
468
Top Buys
| 1 |
Starbucks
SBUX
|
$668M |
| 2 |
Vale
VALE
|
$335M |
| 3 |
CELG
Celgene Corp
CELG
|
$333M |
| 4 |
Amazon
AMZN
|
$310M |
| 5 |
CME Group
CME
|
$285M |
Top Sells
| 1 |
Apple
AAPL
|
$435M |
| 2 |
Meta Platforms (Facebook)
META
|
$358M |
| 3 |
Crown Castle
CCI
|
$266M |
| 4 |
Schlumberger
SLB
|
$231M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$190M |
Sector Composition
| 1 | Healthcare | 16.17% |
| 2 | Technology | 14.43% |
| 3 | Consumer Discretionary | 10.61% |
| 4 | Financials | 10.51% |
| 5 | Real Estate | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$25.4B
| $1.33B | 1.21% | 7,330,876 +299,876 | +4% | +$54.4M |
|
2
Novo Nordisk
NVO
$250B
| $1.12B | 1.02% | 21,344,916 +600,345 | +3% | +$31.4M |
|
3
Palo Alto Networks
PANW
$127B
| $1.09B | 0.99% | 4,484,150 +179,700 | +4% | +$43.6M |
|
4
Chipotle Mexican Grill
CMG
$56.2B
| $1.04B | 0.94% | 1,460,399 +219,940 | +18% | +$156M |
|
5
Vertex Pharmaceuticals
VRTX
$100B
| $934M | 0.85% | 5,078,717 +744,417 | +17% | +$137M |
|
6
PepsiCo
PEP
$203B
| $881M | 0.8% | 7,188,514 -91,736 | -1% | -$11.2M |
|
7
Humana
HUM
$36.3B
| $828M | 0.75% | 3,111,000 -396,800 | -11% | -$106M |
|
|
VMW
8
DELISTED
VMware, Inc
VMW
| $827M | 0.75% | 4,582,800 -450,668 | -9% | -$81.4M |
|
|
9
Starbucks
SBUX
$100B
| $823M | 0.75% | 11,073,986 +8,988,102 | +431% | +$668M |
|
10
Duke Energy
DUK
$95.7B
| $734M | 0.67% | 8,156,229 -53,550 | -0.7% | -$4.82M |
|
11
Domino's
DPZ
$15.5B
| $716M | 0.65% | 2,773,500 -312,000 | -10% | -$80.5M |
|
12
Amgen
AMGN
$154B
| $667M | 0.61% | 3,508,583 -70,017 | -2% | -$13.3M |
|
|
13
Meta Platforms (Facebook)
META
$1.86T
| $643M | 0.58% | 3,858,696 -2,150,666 | -36% | -$358M |
|
14
Align Technology
ALGN
$10.3B
| $643M | 0.58% | 2,260,000 -259,481 | -10% | -$73.8M |
|
15
GSK
GSK
$79.4B
| $596M | 0.54% | 14,272,600 +2,630,200 | +23% | +$110M |
|
16
Bristol-Myers Squibb
BMY
$95.4B
| $589M | 0.54% | 12,351,175 +5,404,300 | +78% | +$258M |
|
|
ABMD
17
DELISTED
Abiomed Inc
ABMD
| $589M | 0.54% | 2,060,923 +191,200 | +10% | +$54.6M |
|
18
Petrobras
PBR
$80.2B
| $553M | 0.5% | 34,718,800 +8,429,500 | +32% | +$134M |
|
19
BP
BP
$90.7B
| $532M | 0.48% | 12,166,246 +803,600 | +7% | +$35.1M |
|
20
Gilead Sciences
GILD
$139B
| $528M | 0.48% | 8,120,248 +2,730,700 | +51% | +$178M |
|
21
Molina Healthcare
MOH
$9.7B
| $525M | 0.48% | 3,695,205 -294,350 | -7% | -$41.8M |
|
22
Progressive
PGR
$145B
| $521M | 0.47% | 7,226,596 -604,800 | -8% | -$43.6M |
|
23
Ralph Lauren
RL
$18B
| $510M | 0.46% | 3,934,994 +348,794 | +10% | +$45.2M |
|
|
24
Crown Castle
CCI
$42.8B
| $500M | 0.45% | 3,903,300 -2,079,403 | -35% | -$266M |
|
|
MOMO
25
Hello Group
MOMO
$1.34B
| $494M | 0.45% | 12,927,803 +1,482,100 | +13% | +$56.7M |
|