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
+6.44%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$80.4B
AUM Growth
+$80.4B
(+3.8%)
Cap. Flow
-$885M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
11.6%
Holding
4,407
New
993
Increased
1,231
Reduced
1,630
Closed
547
Top Buys
| 1 |
Roblox
RBLX
|
$557M |
| 2 |
JPMorgan Chase
JPM
|
$497M |
| 3 |
Amazon
AMZN
|
$492M |
| 4 |
AT&T
T
|
$448M |
| 5 |
Coinbase
COIN
|
$338M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$893M |
| 2 |
Advanced Micro Devices
AMD
|
$706M |
| 3 |
Qualcomm
QCOM
|
$580M |
| 4 |
Adobe
ADBE
|
$542M |
| 5 |
Johnson & Johnson
JNJ
|
$455M |
Sector Composition
| 1 | Healthcare | 19.45% |
| 2 | Technology | 17.76% |
| 3 | Consumer Staples | 10.28% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Financials | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $2.14B | 2.66% | 19,116,871 -2,523,800 | -12% | -$283M |
|
2
Atlassian
TEAM
$47B
| $1.11B | 1.38% | 2,903,320 -275,474 | -9% | -$105M |
|
3
VeriSign
VRSN
$25.4B
| $1.05B | 1.31% | 4,149,890 -471,800 | -10% | -$120M |
|
4
Kroger
KR
$44.5B
| $799M | 0.99% | 17,650,310 -921,461 | -5% | -$41.7M |
|
5
Microsoft
MSFT
$3.77T
| $786M | 0.98% | 2,336,398 -626,786 | -21% | -$211M |
|
6
Tesla
TSLA
$1.1T
| $786M | 0.98% | 743,475 -70,500 | -9% | -$74.5M |
|
7
Zoom
ZM
$24.4B
| $737M | 0.92% | 4,005,012 +789,132 | +25% | +$145M |
|
8
Gilead Sciences
GILD
$139B
| $659M | 0.82% | 9,082,069 +3,581,114 | +65% | +$260M |
|
9
United Therapeutics
UTHR
$13.8B
| $630M | 0.78% | 2,917,191 -111,400 | -4% | -$24.1M |
|
10
Monster Beverage
MNST
$60.9B
| $624M | 0.78% | 6,496,560 -418,087 | -6% | -$40.2M |
|
11
Hershey
HSY
$37B
| $616M | 0.77% | 3,184,386 -80,780 | -2% | -$15.6M |
|
12
Molina Healthcare
MOH
$9.7B
| $608M | 0.76% | 1,911,315 -136,200 | -7% | -$43.3M |
|
13
Alphabet (Google) Class A
GOOGL
$2.56T
| $607M | 0.76% | 209,648 +13,100 | +7% | +$38M |
|
14
Airbnb
ABNB
$79.6B
| $597M | 0.74% | 3,587,938 +813,738 | +29% | +$135M |
|
15
Coca-Cola
KO
$296B
| $581M | 0.72% | 9,815,106 +1,189,706 | +14% | +$70.4M |
|
16
Franco-Nevada
FNV
$35.9B
| $570M | 0.71% | 4,122,903 -395,587 | -9% | -$54.7M |
|
|
17
Roblox
RBLX
$86B
| $557M | 0.69% | 5,399,491 +5,395,391 | +131,595% | +$557M |
|
18
Domino's
DPZ
$15.5B
| $539M | 0.67% | 955,878 -371,629 | -28% | -$210M |
|
|
19
JPMorgan Chase
JPM
$829B
| $529M | 0.66% | 3,341,486 +3,138,200 | +1,544% | +$497M |
|
|
ABMD
20
DELISTED
Abiomed Inc
ABMD
| $521M | 0.65% | 1,451,300 -112,423 | -7% | -$40.4M |
|
|
21
Amazon
AMZN
$2.44T
| $492M | 0.61% | +147,655 | New | +$492M |
|
22
Apple
AAPL
$3.46T
| $474M | 0.59% | 2,671,732 +1,427,600 | +115% | +$253M |
|
23
McDonald's
MCD
$223B
| $470M | 0.59% | 1,754,981 +876,075 | +100% | +$235M |
|
24
Moderna
MRNA
$9.3B
| $466M | 0.58% | 1,833,722 -166,021 | -8% | -$42.2M |
|
|
25
Alphabet (Google) Class C
GOOG
$2.57T
| $465M | 0.58% | 160,785 +37,300 | +30% | +$108M |
|