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
+3.09%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$114B
AUM Growth
+$114B
(+3.3%)
Cap. Flow
+$1.49B
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
9.08%
Holding
3,913
New
498
Increased
1,843
Reduced
1,163
Closed
400
Top Buys
| 1 |
Apple
AAPL
|
$460M |
| 2 |
GE Aerospace
GE
|
$402M |
| 3 |
CELG
Celgene Corp
CELG
|
$381M |
| 4 |
Bristol-Myers Squibb
BMY
|
$379M |
| 5 |
Johnson & Johnson
JNJ
|
$358M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$307M |
| 2 |
Costco
COST
|
$279M |
| 3 |
Lowe's Companies
LOW
|
$273M |
| 4 |
Microsoft
MSFT
|
$243M |
| 5 |
Chevron
CVX
|
$225M |
Sector Composition
| 1 | Healthcare | 17.59% |
| 2 | Technology | 14.12% |
| 3 | Financials | 10.92% |
| 4 | Consumer Discretionary | 9.85% |
| 5 | Real Estate | 7.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
VeriSign
VRSN
$25.4B
| $1.61B | 1.42% | 7,688,276 +357,400 | +5% | +$74.8M |
|
2
Chipotle Mexican Grill
CMG
$56.3B
| $1.31B | 1.16% | 1,791,499 +331,100 | +23% | +$243M |
|
3
Novo Nordisk
NVO
$250B
| $1.15B | 1.01% | 22,521,916 +1,177,000 | +6% | +$60.1M |
|
4
Palo Alto Networks
PANW
$127B
| $1.03B | 0.91% | 5,074,350 +590,200 | +13% | +$120M |
|
5
Vertex Pharmaceuticals
VRTX
$101B
| $1.02B | 0.9% | 5,555,817 +477,100 | +9% | +$87.5M |
|
|
6
Bristol-Myers Squibb
BMY
$95.7B
| $939M | 0.83% | 20,698,607 +8,347,432 | +68% | +$379M |
|
7
Gilead Sciences
GILD
$139B
| $861M | 0.76% | 12,740,248 +4,620,000 | +57% | +$312M |
|
|
CELG
8
DELISTED
Celgene Corp
CELG
| $826M | 0.73% | 8,935,785 +4,122,685 | +86% | +$381M |
|
9
Starbucks
SBUX
$100B
| $788M | 0.69% | 9,403,002 -1,670,984 | -15% | -$140M |
|
10
Humana
HUM
$36.2B
| $780M | 0.69% | 2,940,100 -170,900 | -5% | -$45.3M |
|
11
PepsiCo
PEP
$203B
| $774M | 0.68% | 5,900,214 -1,288,300 | -18% | -$169M |
|
12
Duke Energy
DUK
$95.6B
| $743M | 0.65% | 8,419,329 +263,100 | +3% | +$23.2M |
|
13
Align Technology
ALGN
$10.3B
| $695M | 0.61% | 2,537,681 +277,681 | +12% | +$76M |
|
14
Meta Platforms (Facebook)
META
$1.86T
| $661M | 0.58% | 3,423,861 -434,835 | -11% | -$83.9M |
|
15
Domino's
DPZ
$15.5B
| $648M | 0.57% | 2,330,000 -443,500 | -16% | -$123M |
|
|
VMW
16
DELISTED
VMware, Inc
VMW
| $644M | 0.57% | 3,850,311 -732,489 | -16% | -$122M |
|
|
ABMD
17
DELISTED
Abiomed Inc
ABMD
| $633M | 0.56% | 2,431,723 +370,800 | +18% | +$96.6M |
|
18
Petrobras
PBR
$80.2B
| $627M | 0.55% | 40,251,000 +5,532,200 | +16% | +$86.1M |
|
19
GSK
GSK
$79.5B
| $611M | 0.54% | 15,261,781 +989,181 | +7% | +$39.6M |
|
|
20
Johnson & Johnson
JNJ
$425B
| $605M | 0.53% | 4,341,162 +2,572,695 | +145% | +$358M |
|
21
Atlassian
TEAM
$46.9B
| $603M | 0.53% | 4,607,600 +756,100 | +20% | +$98.9M |
|
22
Biogen
BIIB
$19.4B
| $581M | 0.51% | 2,483,077 +851,263 | +52% | +$199M |
|
23
Hershey
HSY
$37B
| $568M | 0.5% | 4,240,564 +1,589,800 | +60% | +$213M |
|
24
TSMC
TSM
$1.2T
| $560M | 0.49% | 14,302,152 +5,643,870 | +65% | +$221M |
|
|
25
GE Aerospace
GE
$291B
| $559M | 0.49% | 53,270,354 +38,260,700 | +255% | +$402M |
|