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
-13.57%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$84.5B
AUM Growth
+$84.5B
(-0.87%)
Cap. Flow
+$10.3B
Cap. Flow
% of AUM
12.23%
Top 10 Holdings %
Top 10 Hldgs %
10.97%
Holding
4,738
New
706
Increased
1,939
Reduced
1,516
Closed
565
Top Buys
| 1 |
Microsoft
MSFT
|
$981M |
| 2 |
Chevron
CVX
|
$718M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$469M |
| 4 |
Shopify
SHOP
|
$439M |
| 5 |
Meta Platforms (Facebook)
META
|
$401M |
Top Sells
| 1 |
Amazon
AMZN
|
$675M |
| 2 |
New Oriental
EDU
|
$673M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$633M |
| 4 |
Tesla
TSLA
|
$543M |
| 5 |
Verizon
VZ
|
$535M |
Sector Composition
| 1 | Healthcare | 19.41% |
| 2 | Technology | 16.81% |
| 3 | Consumer Staples | 11.14% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Financials | 8.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $1.95B | 2.31% | 17,529,671 -854,300 | -5% | -$95.2M |
|
|
2
Microsoft
MSFT
$3.77T
| $981M | 1.16% | +3,820,133 | New | +$981M |
|
|
3
Meta Platforms (Facebook)
META
$1.86T
| $884M | 1.05% | 5,485,159 +2,484,159 | +83% | +$401M |
|
4
Apple
AAPL
$3.46T
| $845M | 1% | 6,179,661 +1,675,469 | +37% | +$229M |
|
|
5
Chevron
CVX
$323B
| $838M | 0.99% | 5,786,295 +4,960,475 | +601% | +$718M |
|
6
Gilead Sciences
GILD
$139B
| $829M | 0.98% | 13,409,616 -2,082,500 | -13% | -$129M |
|
7
Kroger
KR
$44.5B
| $793M | 0.94% | 16,746,010 +318,500 | +2% | +$15.1M |
|
8
Hershey
HSY
$37B
| $790M | 0.94% | 3,671,367 +611,100 | +20% | +$131M |
|
9
Zoom
ZM
$24.4B
| $694M | 0.82% | 6,429,004 -20,302 | -0.3% | -$2.19M |
|
10
VeriSign
VRSN
$25.4B
| $662M | 0.78% | 3,956,890 -59,700 | -1% | -$9.99M |
|
11
United Therapeutics
UTHR
$13.8B
| $658M | 0.78% | 2,793,591 +28,378 | +1% | +$6.69M |
|
12
Merck
MRK
$209B
| $617M | 0.73% | 6,763,934 +1,664,600 | +33% | +$152M |
|
13
Exxon Mobil
XOM
$487B
| $613M | 0.73% | 7,156,786 +712,022 | +11% | +$61M |
|
14
Franco-Nevada
FNV
$35.9B
| $567M | 0.67% | 4,310,103 +236,600 | +6% | +$31.1M |
|
15
Monster Beverage
MNST
$60.9B
| $524M | 0.62% | 5,655,060 -1,373,000 | -20% | -$127M |
|
|
16
Tesla
TSLA
$1.09T
| $504M | 0.6% | 748,475 -806,900 | -52% | -$543M |
|
17
Airbnb
ABNB
$79.5B
| $499M | 0.59% | 5,604,567 +2,200,800 | +65% | +$196M |
|
18
Vertex Pharmaceuticals
VRTX
$101B
| $496M | 0.59% | 1,761,168 +53,800 | +3% | +$15.2M |
|
|
19
Berkshire Hathaway Class B
BRK.B
$1.09T
| $489M | 0.58% | 1,791,000 +1,718,500 | +2,370% | +$469M |
|
20
Molina Healthcare
MOH
$9.7B
| $481M | 0.57% | 1,719,715 -93,900 | -5% | -$26.3M |
|
21
Home Depot
HD
$406B
| $480M | 0.57% | 1,750,900 -131,719 | -7% | -$36.1M |
|
22
Abbott
ABT
$230B
| $458M | 0.54% | 4,216,503 +1,075,637 | +34% | +$117M |
|
23
Atlassian
TEAM
$47B
| $458M | 0.54% | 2,443,620 -200,300 | -8% | -$37.5M |
|
24
PepsiCo
PEP
$203B
| $454M | 0.54% | 2,727,014 +768,371 | +39% | +$128M |
|
25
JPMorgan Chase
JPM
$829B
| $443M | 0.52% | 3,931,843 +2,791,457 | +245% | +$314M |
|