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
-4.35%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$70.7B
AUM Growth
+$70.7B
(-16%)
Cap. Flow
-$8.93B
Cap. Flow
% of AUM
-12.64%
Top 10 Holdings %
Top 10 Hldgs %
10.57%
Holding
4,619
New
446
Increased
1,319
Reduced
2,191
Closed
643
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$498M |
| 2 |
Micron Technology
MU
|
$374M |
| 3 |
Amazon
AMZN
|
$356M |
| 4 |
Accenture
ACN
|
$318M |
| 5 |
Advanced Micro Devices
AMD
|
$301M |
Top Sells
| 1 |
Apple
AAPL
|
$684M |
| 2 |
Meta Platforms (Facebook)
META
|
$630M |
| 3 |
Chevron
CVX
|
$497M |
| 4 |
Shopify
SHOP
|
$439M |
| 5 |
PepsiCo
PEP
|
$375M |
Sector Composition
| 1 | Healthcare | 19.38% |
| 2 | Technology | 18.55% |
| 3 | Consumer Staples | 10.17% |
| 4 | Consumer Discretionary | 9.68% |
| 5 | Financials | 8.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $1.53B | 2.16% | 15,308,871 -2,220,800 | -13% | -$221M |
|
2
Microsoft
MSFT
$3.77T
| $891M | 1.26% | 3,824,284 +4,151 | +0.1% | +$967K |
|
3
Airbnb
ABNB
$79.5B
| $765M | 1.08% | 7,279,027 +1,674,460 | +30% | +$176M |
|
4
Hershey
HSY
$37B
| $670M | 0.95% | 3,040,667 -630,700 | -17% | -$139M |
|
|
5
Advanced Micro Devices
AMD
$265B
| $638M | 0.9% | 10,069,857 +4,749,697 | +89% | +$301M |
|
6
Vertex Pharmaceuticals
VRTX
$101B
| $619M | 0.88% | 2,138,885 +377,717 | +21% | +$109M |
|
7
Gilead Sciences
GILD
$139B
| $618M | 0.87% | 10,022,568 -3,387,048 | -25% | -$209M |
|
8
VeriSign
VRSN
$25.4B
| $607M | 0.86% | 3,492,890 -464,000 | -12% | -$80.6M |
|
9
Zoom
ZM
$24.4B
| $574M | 0.81% | 7,800,404 +1,371,400 | +21% | +$101M |
|
10
Kroger
KR
$44.5B
| $566M | 0.8% | 12,925,710 -3,820,300 | -23% | -$167M |
|
11
United Therapeutics
UTHR
$13.8B
| $534M | 0.76% | 2,550,214 -243,377 | -9% | -$51M |
|
12
Franco-Nevada
FNV
$35.9B
| $502M | 0.71% | 4,200,703 -109,400 | -3% | -$13.1M |
|
|
13
Alphabet (Google) Class A
GOOGL
$2.56T
| $498M | 0.7% | +5,208,460 | New | +$498M |
|
14
Molina Healthcare
MOH
$9.7B
| $483M | 0.68% | 1,463,415 -256,300 | -15% | -$84.5M |
|
15
Atlassian
TEAM
$47B
| $466M | 0.66% | 2,211,620 -232,000 | -9% | -$48.9M |
|
16
Home Depot
HD
$406B
| $441M | 0.62% | 1,598,400 -152,500 | -9% | -$42.1M |
|
17
Merck
MRK
$209B
| $393M | 0.56% | 4,563,234 -2,200,700 | -33% | -$190M |
|
18
Exxon Mobil
XOM
$487B
| $392M | 0.56% | 4,494,854 -2,661,932 | -37% | -$232M |
|
19
Coca-Cola
KO
$296B
| $383M | 0.54% | 6,834,434 +3,998,128 | +141% | +$224M |
|
20
Roblox
RBLX
$85.9B
| $381M | 0.54% | 10,621,682 -958,900 | -8% | -$34.4M |
|
|
21
Micron Technology
MU
$134B
| $374M | 0.53% | +7,467,336 | New | +$374M |
|
|
22
Amazon
AMZN
$2.44T
| $356M | 0.5% | +3,150,700 | New | +$356M |
|
23
Monster Beverage
MNST
$60.9B
| $353M | 0.5% | 4,063,460 -1,591,600 | -28% | -$138M |
|
24
Costco
COST
$418B
| $342M | 0.48% | 723,591 +452,691 | +167% | +$214M |
|
25
JPMorgan Chase
JPM
$829B
| $335M | 0.47% | 3,201,486 -730,357 | -19% | -$76.3M |
|