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
+11.58%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$130B
AUM Growth
+$130B
(+10%)
Cap. Flow
+$3.22B
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
12.68%
Holding
3,913
New
519
Increased
1,836
Reduced
1,099
Closed
444
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$1.76B |
| 2 |
Tesla
TSLA
|
$1.37B |
| 3 |
Amazon
AMZN
|
$623M |
| 4 |
AbbVie
ABBV
|
$398M |
| 5 |
Qualcomm
QCOM
|
$394M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$1.54B |
| 2 |
Johnson & Johnson
JNJ
|
$603M |
| 3 |
Micron Technology
MU
|
$366M |
| 4 |
Meta Platforms (Facebook)
META
|
$365M |
| 5 |
UnitedHealth
UNH
|
$353M |
Sector Composition
| 1 | Healthcare | 21.21% |
| 2 | Technology | 12.91% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Financials | 8.47% |
| 5 | Industrials | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bristol-Myers Squibb
BMY
$95.7B
| $3.86B | 2.97% | 60,210,661 +27,452,891 | +84% | +$1.76B |
|
|
2
Tesla
TSLA
$1.09T
| $1.65B | 1.27% | 3,938,142 +3,267,141 | +487% | +$1.37B |
|
3
VeriSign
VRSN
$25.4B
| $1.59B | 1.22% | 8,270,690 -11,886 | -0.1% | -$2.29M |
|
4
Vertex Pharmaceuticals
VRTX
$101B
| $1.55B | 1.19% | 7,076,582 +1,277,465 | +22% | +$280M |
|
5
Novo Nordisk
NVO
$250B
| $1.52B | 1.17% | 26,217,026 +1,430,310 | +6% | +$82.8M |
|
6
Chipotle Mexican Grill
CMG
$56.3B
| $1.48B | 1.13% | 1,763,542 -150,900 | -8% | -$126M |
|
7
Biogen
BIIB
$19.4B
| $1.36B | 1.04% | 4,569,906 +348,700 | +8% | +$103M |
|
8
Palo Alto Networks
PANW
$127B
| $1.31B | 1.01% | 5,662,451 -185,699 | -3% | -$42.9M |
|
9
Gilead Sciences
GILD
$140B
| $1.1B | 0.85% | 16,962,944 +2,228,686 | +15% | +$145M |
|
10
Humana
HUM
$36.2B
| $1.08B | 0.83% | 2,951,242 -5,076 | -0.2% | -$1.86M |
|
11
Walmart
WMT
$768B
| $1.06B | 0.82% | 8,926,837 +1,614,100 | +22% | +$192M |
|
|
12
AbbVie
ABBV
$370B
| $1.04B | 0.8% | 11,796,744 +4,490,046 | +61% | +$398M |
|
|
AGN
13
DELISTED
Allergan plc
AGN
| $960M | 0.74% | 5,019,812 +1,345,644 | +37% | +$257M |
|
14
Petrobras
PBR
$80.2B
| $904M | 0.69% | 56,695,930 +13,270,530 | +31% | +$212M |
|
15
GSK
GSK
$79.5B
| $894M | 0.69% | 19,027,599 +1,475,900 | +8% | +$69.4M |
|
16
GE Aerospace
GE
$291B
| $844M | 0.65% | 75,624,926 +15,404,966 | +26% | +$172M |
|
17
Amgen
AMGN
$155B
| $762M | 0.59% | 3,159,538 -498,548 | -14% | -$120M |
|
18
Atlassian
TEAM
$46.9B
| $732M | 0.56% | 6,081,924 +630,125 | +12% | +$75.8M |
|
19
Align Technology
ALGN
$10.3B
| $729M | 0.56% | 2,610,848 +394,948 | +18% | +$110M |
|
20
Monster Beverage
MNST
$60.9B
| $728M | 0.56% | 11,452,315 +1,934,311 | +20% | +$123M |
|
21
Target
TGT
$43.6B
| $727M | 0.56% | 5,671,968 +1,517,068 | +37% | +$195M |
|
22
Hershey
HSY
$37B
| $660M | 0.51% | 4,491,062 -337,853 | -7% | -$49.7M |
|
23
Vodafone
VOD
$28.8B
| $657M | 0.5% | 33,972,220 +4,649,003 | +16% | +$89.9M |
|
|
24
Meta Platforms (Facebook)
META
$1.86T
| $649M | 0.5% | 3,159,939 -1,780,294 | -36% | -$365M |
|
25
BP
BP
$90.8B
| $645M | 0.5% | 17,090,262 -708,400 | -4% | -$26.7M |
|