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
-15.84%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$103B
AUM Growth
+$103B
(-21%)
Cap. Flow
-$351M
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
15.13%
Holding
4,047
New
578
Increased
1,477
Reduced
1,338
Closed
646
Top Buys
| 1 |
Zoom
ZM
|
$406M |
| 2 |
Baidu
BIDU
|
$382M |
| 3 |
AGN
Allergan plc
AGN
|
$366M |
| 4 |
Bristol-Myers Squibb
BMY
|
$322M |
| 5 |
NextEra Energy, Inc.
NEE
|
$312M |
Top Sells
| 1 |
Tesla
TSLA
|
$1.66B |
| 2 |
Meta Platforms (Facebook)
META
|
$370M |
| 3 |
Pfizer
PFE
|
$343M |
| 4 |
Gilead Sciences
GILD
|
$331M |
| 5 |
Amazon
AMZN
|
$282M |
Sector Composition
| 1 | Healthcare | 25.43% |
| 2 | Technology | 12.73% |
| 3 | Consumer Staples | 9.8% |
| 4 | Financials | 8.2% |
| 5 | Utilities | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bristol-Myers Squibb
BMY
$95.4B
| $3.68B | 3.57% | 65,992,111 +5,781,450 | +10% | +$322M |
|
2
Novo Nordisk
NVO
$250B
| $1.68B | 1.63% | 27,860,226 +1,643,200 | +6% | +$98.9M |
|
3
Vertex Pharmaceuticals
VRTX
$100B
| $1.63B | 1.59% | 6,859,682 -216,900 | -3% | -$51.6M |
|
4
VeriSign
VRSN
$25.4B
| $1.46B | 1.42% | 8,105,290 -165,400 | -2% | -$29.8M |
|
5
Biogen
BIIB
$19.4B
| $1.42B | 1.37% | 4,473,912 -95,994 | -2% | -$30.4M |
|
|
AGN
6
DELISTED
Allergan plc
AGN
| $1.26B | 1.22% | 7,089,144 +2,069,332 | +41% | +$366M |
|
7
Chipotle Mexican Grill
CMG
$56.2B
| $1.2B | 1.17% | 1,839,242 +75,700 | +4% | +$49.5M |
|
8
Walmart
WMT
$769B
| $1.11B | 1.08% | 9,802,214 +875,377 | +10% | +$99.5M |
|
9
Humana
HUM
$36.3B
| $1.11B | 1.08% | 3,529,142 +577,900 | +20% | +$181M |
|
10
AbbVie
ABBV
$370B
| $1.03B | 1% | 13,555,849 +1,759,105 | +15% | +$134M |
|
|
11
Gilead Sciences
GILD
$139B
| $937M | 0.91% | 12,531,209 -4,431,735 | -26% | -$331M |
|
12
Palo Alto Networks
PANW
$127B
| $889M | 0.86% | 5,419,351 -243,100 | -4% | -$39.9M |
|
13
Atlassian
TEAM
$46.9B
| $883M | 0.86% | 6,434,024 +352,100 | +6% | +$48.3M |
|
14
GSK
GSK
$79.4B
| $874M | 0.85% | 23,076,454 +4,048,855 | +21% | +$153M |
|
15
Monster Beverage
MNST
$60.9B
| $766M | 0.74% | 13,606,592 +2,154,277 | +19% | +$121M |
|
16
Amgen
AMGN
$154B
| $760M | 0.74% | 3,750,003 +590,465 | +19% | +$120M |
|
17
Novartis
NVS
$245B
| $700M | 0.68% | 8,491,408 +1,890,226 | +29% | +$156M |
|
18
Hershey
HSY
$36.9B
| $696M | 0.68% | 5,255,138 +764,076 | +17% | +$101M |
|
|
S
19
DELISTED
Sprint Corporation
S
| $675M | 0.66% | 78,342,305 -11,711,655 | -13% | -$101M |
|
20
Target
TGT
$43.6B
| $652M | 0.63% | 7,009,159 +1,337,191 | +24% | +$124M |
|
21
Domino's
DPZ
$15.5B
| $642M | 0.62% | 1,981,525 +275,425 | +16% | +$89.3M |
|
22
Fortinet
FTNT
$60.4B
| $614M | 0.6% | 6,064,388 +313,500 | +5% | +$31.7M |
|
23
Molina Healthcare
MOH
$9.7B
| $580M | 0.56% | 4,148,109 -23,400 | -0.6% | -$3.27M |
|
|
24
Baidu
BIDU
$32.7B
| $576M | 0.56% | 5,710,043 +3,793,066 | +198% | +$382M |
|
25
Duke Energy
DUK
$95.7B
| $573M | 0.56% | 7,078,432 +837,779 | +13% | +$67.8M |
|