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
-3.47%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$85.2B
AUM Growth
+$85.2B
(+6%)
Cap. Flow
+$7.9B
Cap. Flow
% of AUM
9.28%
Top 10 Holdings %
Top 10 Hldgs %
12.02%
Holding
4,686
New
826
Increased
1,564
Reduced
1,633
Closed
654
Top Buys
| 1 |
Tesla
TSLA
|
$875M |
| 2 |
Advanced Micro Devices
AMD
|
$777M |
| 3 |
Home Depot
HD
|
$564M |
| 4 |
Meta Platforms (Facebook)
META
|
$505M |
| 5 |
Merck
MRK
|
$403M |
Top Sells
| 1 |
Microsoft
MSFT
|
$786M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$445M |
| 3 |
Chevron
CVX
|
$395M |
| 4 |
Micron Technology
MU
|
$379M |
| 5 |
Medtronic
MDT
|
$370M |
Sector Composition
| 1 | Healthcare | 18.68% |
| 2 | Technology | 14.97% |
| 3 | Consumer Discretionary | 11.35% |
| 4 | Consumer Staples | 10.73% |
| 5 | Communication Services | 8.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $2.04B | 2.4% | 18,383,971 -732,900 | -4% | -$81.4M |
|
|
2
Tesla
TSLA
$1.1T
| $1.68B | 1.97% | 1,555,375 +811,900 | +109% | +$875M |
|
3
Kroger
KR
$44.5B
| $942M | 1.11% | 16,427,510 -1,222,800 | -7% | -$70.2M |
|
4
Gilead Sciences
GILD
$139B
| $921M | 1.08% | 15,492,116 +6,410,047 | +71% | +$381M |
|
5
VeriSign
VRSN
$25.4B
| $894M | 1.05% | 4,016,590 -133,300 | -3% | -$29.7M |
|
6
Apple
AAPL
$3.46T
| $786M | 0.92% | 4,504,192 +1,832,460 | +69% | +$320M |
|
|
7
Advanced Micro Devices
AMD
$265B
| $777M | 0.91% | +7,107,290 | New | +$777M |
|
8
Atlassian
TEAM
$47B
| $777M | 0.91% | 2,643,920 -259,400 | -9% | -$76.2M |
|
9
Zoom
ZM
$24.4B
| $756M | 0.89% | 6,449,306 +2,444,294 | +61% | +$287M |
|
10
Amazon
AMZN
$2.44T
| $675M | 0.79% | 207,055 +59,400 | +40% | +$194M |
|
|
11
Meta Platforms (Facebook)
META
$1.86T
| $667M | 0.78% | 3,001,000 +2,270,300 | +311% | +$505M |
|
12
Hershey
HSY
$37B
| $663M | 0.78% | 3,060,267 -124,119 | -4% | -$26.9M |
|
13
Moderna
MRNA
$9.3B
| $658M | 0.77% | 3,818,180 +1,984,458 | +108% | +$342M |
|
14
Franco-Nevada
FNV
$35.9B
| $650M | 0.76% | 4,073,503 -49,400 | -1% | -$7.88M |
|
15
Alphabet (Google) Class A
GOOGL
$2.56T
| $633M | 0.74% | 227,648 +18,000 | +9% | +$50.1M |
|
16
McDonald's
MCD
$223B
| $626M | 0.73% | 2,531,400 +776,419 | +44% | +$192M |
|
17
Molina Healthcare
MOH
$9.7B
| $605M | 0.71% | 1,813,615 -97,700 | -5% | -$32.6M |
|
18
Airbnb
ABNB
$79.6B
| $585M | 0.69% | 3,403,767 -184,171 | -5% | -$31.6M |
|
|
19
Home Depot
HD
$406B
| $564M | 0.66% | +1,882,619 | New | +$564M |
|
20
Monster Beverage
MNST
$60.9B
| $562M | 0.66% | 7,028,060 +531,500 | +8% | +$42.5M |
|
21
Verizon
VZ
$186B
| $540M | 0.63% | 10,604,493 +4,756,222 | +81% | +$242M |
|
22
Exxon Mobil
XOM
$487B
| $532M | 0.62% | 6,444,764 +131,410 | +2% | +$10.9M |
|
23
United Therapeutics
UTHR
$13.8B
| $496M | 0.58% | 2,765,213 -151,978 | -5% | -$27.3M |
|
|
ABMD
24
DELISTED
Abiomed Inc
ABMD
| $468M | 0.55% | 1,414,200 -37,100 | -3% | -$12.3M |
|
25
Vodafone
VOD
$28.8B
| $458M | 0.54% | 27,537,932 +1,487,100 | +6% | +$24.7M |
|