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
+9.13%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$100B
AUM Growth
+$100B
(-14%)
Cap. Flow
-$20.7B
Cap. Flow
% of AUM
-20.69%
Top 10 Holdings %
Top 10 Hldgs %
15.09%
Holding
3,879
New
494
Increased
1,155
Reduced
1,678
Closed
546
Top Buys
| 1 |
Microsoft
MSFT
|
$277M |
| 2 |
Procter & Gamble
PG
|
$254M |
| 3 |
Advanced Micro Devices
AMD
|
$189M |
| 4 |
Analog Devices
ADI
|
$187M |
| 5 |
Home Depot
HD
|
$166M |
Top Sells
| 1 |
Zoom
ZM
|
$944M |
| 2 |
Bristol-Myers Squibb
BMY
|
$779M |
| 3 |
Walmart
WMT
|
$759M |
| 4 |
Chipotle Mexican Grill
CMG
|
$591M |
| 5 |
AbbVie
ABBV
|
$486M |
Sector Composition
| 1 | Healthcare | 22.93% |
| 2 | Technology | 16.66% |
| 3 | Consumer Staples | 12.21% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Communication Services | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Zoom
ZM
$24.4B
| $2.47B | 2.46% | 5,247,859 -2,008,176 | -28% | -$944M |
|
2
Novo Nordisk
NVO
$250B
| $1.95B | 1.95% | 28,121,231 -588,600 | -2% | -$40.9M |
|
|
3
Bristol-Myers Squibb
BMY
$95.7B
| $1.84B | 1.84% | 30,576,427 -12,920,704 | -30% | -$779M |
|
4
Vertex Pharmaceuticals
VRTX
$101B
| $1.42B | 1.41% | 5,206,932 -574,400 | -10% | -$156M |
|
|
5
Chipotle Mexican Grill
CMG
$56.3B
| $1.42B | 1.41% | 1,139,042 -475,300 | -29% | -$591M |
|
6
VeriSign
VRSN
$25.4B
| $1.35B | 1.34% | 6,573,190 -737,500 | -10% | -$151M |
|
7
Baidu
BIDU
$32.8B
| $1.33B | 1.33% | 10,545,158 +881,301 | +9% | +$112M |
|
|
8
AbbVie
ABBV
$370B
| $1.18B | 1.18% | 13,470,803 -5,551,066 | -29% | -$486M |
|
9
Biogen
BIIB
$19.4B
| $1.08B | 1.08% | 3,816,961 -88,961 | -2% | -$25.2M |
|
10
Target
TGT
$43.6B
| $1.08B | 1.07% | 6,829,197 -1,051,700 | -13% | -$166M |
|
11
Atlassian
TEAM
$46.9B
| $1.07B | 1.07% | 5,897,814 -937,199 | -14% | -$170M |
|
12
Monster Beverage
MNST
$60.9B
| $1B | 1% | 12,484,290 -423,300 | -3% | -$33.9M |
|
13
Kroger
KR
$44.5B
| $988M | 0.99% | 29,128,088 +2,916,000 | +11% | +$98.9M |
|
14
Palo Alto Networks
PANW
$127B
| $962M | 0.96% | 3,928,604 -1,061,648 | -21% | -$260M |
|
15
Pinduoduo
PDD
$172B
| $866M | 0.86% | 11,675,773 +525,093 | +5% | +$38.9M |
|
16
Franco-Nevada
FNV
$35.9B
| $747M | 0.75% | 5,354,183 -317,900 | -6% | -$44.4M |
|
17
GSK
GSK
$79.5B
| $690M | 0.69% | 18,329,654 -2,221,600 | -11% | -$83.6M |
|
|
HZNP
18
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $682M | 0.68% | 8,780,875 -1,532,000 | -15% | -$119M |
|
19
eBay
EBAY
$41.6B
| $670M | 0.67% | 12,850,934 -428,400 | -3% | -$22.3M |
|
20
Humana
HUM
$36.2B
| $661M | 0.66% | 1,598,142 -729,100 | -31% | -$302M |
|
|
ABMD
21
DELISTED
Abiomed Inc
ABMD
| $625M | 0.62% | 2,257,123 +7,001 | +0.3% | +$1.94M |
|
22
Molina Healthcare
MOH
$9.7B
| $614M | 0.61% | 3,355,159 -321,300 | -9% | -$58.8M |
|
|
B
23
Barrick Mining Corporation
B
$45.3B
| $603M | 0.6% | 21,467,447 -5,338,762 | -20% | -$150M |
|
24
Regeneron Pharmaceuticals
REGN
$61.3B
| $600M | 0.6% | 1,072,362 +182,262 | +20% | +$102M |
|
25
Domino's
DPZ
$15.5B
| $589M | 0.59% | 1,385,425 -154,300 | -10% | -$65.6M |
|