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
+1.11%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$118B
AUM Growth
+$118B
(+4%)
Cap. Flow
+$5.21B
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
10.69%
Holding
3,920
New
407
Increased
1,852
Reduced
1,125
Closed
526
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$656M |
| 2 |
Bristol-Myers Squibb
BMY
|
$612M |
| 3 |
Biogen
BIIB
|
$405M |
| 4 |
UnitedHealth
UNH
|
$353M |
| 5 |
Walmart
WMT
|
$316M |
Top Sells
| 1 |
Apple
AAPL
|
$483M |
| 2 |
PepsiCo
PEP
|
$394M |
| 3 |
RHT
Red Hat Inc
RHT
|
$248M |
| 4 |
Philip Morris
PM
|
$246M |
| 5 |
Eli Lilly
LLY
|
$240M |
Sector Composition
| 1 | Healthcare | 18.91% |
| 2 | Technology | 12.35% |
| 3 | Consumer Discretionary | 10.31% |
| 4 | Financials | 9.99% |
| 5 | Consumer Staples | 8.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bristol-Myers Squibb
BMY
$95.7B
| $1.66B | 1.41% | 32,757,770 +12,059,163 | +58% | +$612M |
|
2
Chipotle Mexican Grill
CMG
$56.3B
| $1.61B | 1.36% | 1,914,442 +122,943 | +7% | +$103M |
|
3
VeriSign
VRSN
$25.4B
| $1.56B | 1.32% | 8,282,576 +594,300 | +8% | +$112M |
|
|
CELG
4
DELISTED
Celgene Corp
CELG
| $1.54B | 1.31% | 15,546,716 +6,610,931 | +74% | +$656M |
|
5
Novo Nordisk
NVO
$250B
| $1.28B | 1.08% | 24,786,716 +2,264,800 | +10% | +$117M |
|
6
Palo Alto Networks
PANW
$127B
| $1.19B | 1.01% | 5,848,150 +773,800 | +15% | +$158M |
|
|
7
Biogen
BIIB
$19.4B
| $983M | 0.83% | 4,221,206 +1,738,129 | +70% | +$405M |
|
8
Vertex Pharmaceuticals
VRTX
$101B
| $982M | 0.83% | 5,799,117 +243,300 | +4% | +$41.2M |
|
9
Gilead Sciences
GILD
$140B
| $934M | 0.79% | 14,734,258 +1,994,010 | +16% | +$126M |
|
10
Meta Platforms (Facebook)
META
$1.86T
| $880M | 0.74% | 4,940,233 +1,516,372 | +44% | +$270M |
|
|
11
Walmart
WMT
$768B
| $868M | 0.73% | 7,312,737 +2,659,055 | +57% | +$316M |
|
12
Johnson & Johnson
JNJ
$425B
| $796M | 0.67% | 6,150,250 +1,809,088 | +42% | +$234M |
|
13
Starbucks
SBUX
$100B
| $784M | 0.66% | 8,868,686 -534,316 | -6% | -$47.2M |
|
14
Humana
HUM
$36.2B
| $756M | 0.64% | 2,956,318 +16,218 | +0.6% | +$4.15M |
|
15
GSK
GSK
$79.5B
| $749M | 0.63% | 17,551,699 +2,289,918 | +15% | +$97.7M |
|
16
Hershey
HSY
$37B
| $748M | 0.63% | 4,828,915 +588,351 | +14% | +$91.2M |
|
17
Amgen
AMGN
$155B
| $708M | 0.6% | 3,658,086 +694,848 | +23% | +$134M |
|
18
Duke Energy
DUK
$95.7B
| $704M | 0.6% | 7,344,379 -1,074,950 | -13% | -$103M |
|
19
Atlassian
TEAM
$46.9B
| $684M | 0.58% | 5,451,799 +844,199 | +18% | +$106M |
|
20
BP
BP
$90.8B
| $676M | 0.57% | 17,798,662 +5,520,860 | +45% | +$210M |
|
21
Petrobras
PBR
$80.2B
| $628M | 0.53% | 43,425,400 +3,174,400 | +8% | +$45.9M |
|
|
AGN
22
DELISTED
Allergan plc
AGN
| $618M | 0.52% | 3,674,168 +930,202 | +34% | +$157M |
|
23
Vodafone
VOD
$28.8B
| $584M | 0.49% | 29,323,217 +5,682,906 | +24% | +$113M |
|
24
TSMC
TSM
$1.2T
| $579M | 0.49% | 12,456,082 -1,846,070 | -13% | -$85.8M |
|
25
Entergy
ETR
$39.6B
| $564M | 0.48% | 4,803,133 +484,400 | +11% | +$56.8M |
|