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
+30.28%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$116B
AUM Growth
+$116B
(+13%)
Cap. Flow
-$7.99B
Cap. Flow
% of AUM
-6.89%
Top 10 Holdings %
Top 10 Hldgs %
14.35%
Holding
3,987
New
586
Increased
1,420
Reduced
1,373
Closed
602
Top Buys
| 1 |
Zoom
ZM
|
$1.14B |
| 2 |
AbbVie
ABBV
|
$537M |
| 3 |
T-Mobile US
TMUS
|
$504M |
| 4 |
Baidu
BIDU
|
$474M |
| 5 |
Kroger
KR
|
$448M |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$1.32B |
| 2 |
AGN
Allergan plc
AGN
|
$1.26B |
| 3 |
S
Sprint Corporation
S
|
$675M |
| 4 |
Nabors Industries
NBR
|
$638M |
| 5 |
Amgen
AMGN
|
$504M |
Sector Composition
| 1 | Healthcare | 23.45% |
| 2 | Technology | 16.11% |
| 3 | Consumer Staples | 10.59% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Communication Services | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Bristol-Myers Squibb
BMY
$95.7B
| $2.56B | 2.21% | 43,497,131 -22,494,980 | -34% | -$1.32B |
|
2
Novo Nordisk
NVO
$250B
| $1.88B | 1.62% | 28,709,831 +849,605 | +3% | +$55.6M |
|
|
3
AbbVie
ABBV
$370B
| $1.87B | 1.61% | 19,021,869 +5,466,020 | +40% | +$537M |
|
|
4
Zoom
ZM
$24.4B
| $1.84B | 1.59% | 7,256,035 +4,478,495 | +161% | +$1.14B |
|
5
Chipotle Mexican Grill
CMG
$56.3B
| $1.7B | 1.47% | 1,614,342 -224,900 | -12% | -$237M |
|
6
Vertex Pharmaceuticals
VRTX
$101B
| $1.68B | 1.45% | 5,781,332 -1,078,350 | -16% | -$313M |
|
7
VeriSign
VRSN
$25.4B
| $1.51B | 1.31% | 7,310,690 -794,600 | -10% | -$164M |
|
8
Atlassian
TEAM
$46.9B
| $1.23B | 1.06% | 6,835,013 +400,989 | +6% | +$72.3M |
|
9
Tesla
TSLA
$1.09T
| $1.2B | 1.03% | 1,106,906 +339,400 | +44% | +$366M |
|
|
10
Baidu
BIDU
$32.8B
| $1.16B | 1% | 9,663,857 +3,953,814 | +69% | +$474M |
|
11
Palo Alto Networks
PANW
$127B
| $1.15B | 0.99% | 4,990,252 -429,099 | -8% | -$98.6M |
|
12
Biogen
BIIB
$19.4B
| $1.05B | 0.9% | 3,905,922 -567,990 | -13% | -$152M |
|
13
Pinduoduo
PDD
$172B
| $957M | 0.83% | 11,150,680 +3,279,206 | +42% | +$281M |
|
14
Target
TGT
$43.6B
| $945M | 0.82% | 7,880,897 +871,738 | +12% | +$105M |
|
15
Walmart
WMT
$768B
| $929M | 0.8% | 7,757,614 -2,044,600 | -21% | -$245M |
|
16
Humana
HUM
$36.2B
| $902M | 0.78% | 2,327,242 -1,201,900 | -34% | -$466M |
|
17
Monster Beverage
MNST
$60.9B
| $895M | 0.77% | 12,907,590 -699,002 | -5% | -$48.5M |
|
|
18
Kroger
KR
$44.5B
| $887M | 0.77% | 26,212,088 +13,242,785 | +102% | +$448M |
|
19
GSK
GSK
$79.5B
| $838M | 0.72% | 20,551,254 -2,525,200 | -11% | -$103M |
|
20
Fortinet
FTNT
$60.5B
| $820M | 0.71% | 5,973,687 -90,701 | -1% | -$12.5M |
|
21
Newmont
NEM
$81.1B
| $794M | 0.69% | 12,856,785 +903,598 | +8% | +$55.8M |
|
22
Franco-Nevada
FNV
$35.9B
| $792M | 0.68% | 5,672,083 +767,265 | +16% | +$107M |
|
23
Novartis
NVS
$245B
| $724M | 0.63% | 8,294,608 -196,800 | -2% | -$17.2M |
|
|
B
24
Barrick Mining Corporation
B
$45.3B
| $722M | 0.62% | 26,806,209 +1,673,938 | +7% | +$45.1M |
|
25
eBay
EBAY
$41.6B
| $697M | 0.6% | 13,279,334 +789,463 | +6% | +$41.4M |
|