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
+8.19%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$73.1B
AUM Growth
+$73.1B
(+3.4%)
Cap. Flow
-$2.49B
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
11.25%
Holding
4,601
New
625
Increased
1,385
Reduced
2,054
Closed
528
Top Buys
| 1 |
Apple
AAPL
|
$763M |
| 2 |
Amazon
AMZN
|
$688M |
| 3 |
TSMC
TSM
|
$562M |
| 4 |
Tesla
TSLA
|
$419M |
| 5 |
Johnson & Johnson
JNJ
|
$398M |
Top Sells
| 1 |
Microsoft
MSFT
|
$891M |
| 2 |
Home Depot
HD
|
$441M |
| 3 |
Novo Nordisk
NVO
|
$366M |
| 4 |
JPMorgan Chase
JPM
|
$335M |
| 5 |
ASML
ASML
|
$325M |
Sector Composition
| 1 | Healthcare | 20.8% |
| 2 | Technology | 15.52% |
| 3 | Consumer Discretionary | 11.85% |
| 4 | Consumer Staples | 10.11% |
| 5 | Financials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Novo Nordisk
NVO
$250B
| $1.71B | 2.33% | 12,604,288 -2,704,583 | -18% | -$366M |
|
|
2
Amazon
AMZN
$2.44T
| $953M | 1.3% | 11,347,000 +8,196,300 | +260% | +$688M |
|
|
3
Apple
AAPL
$3.46T
| $922M | 1.26% | 7,099,648 +5,870,078 | +477% | +$763M |
|
4
Gilead Sciences
GILD
$139B
| $790M | 1.08% | 9,202,568 -820,000 | -8% | -$70.4M |
|
5
Airbnb
ABNB
$79.5B
| $736M | 1.01% | 8,602,746 +1,323,719 | +18% | +$113M |
|
6
United Therapeutics
UTHR
$13.8B
| $652M | 0.89% | 2,344,492 -205,722 | -8% | -$57.2M |
|
7
Vertex Pharmaceuticals
VRTX
$101B
| $649M | 0.89% | 2,246,752 +107,867 | +5% | +$31.1M |
|
8
VeriSign
VRSN
$25.4B
| $634M | 0.87% | 3,085,390 -407,500 | -12% | -$83.7M |
|
9
Hershey
HSY
$37B
| $617M | 0.84% | 2,665,167 -375,500 | -12% | -$87M |
|
|
10
TSMC
TSM
$1.2T
| $564M | 0.77% | 7,577,020 +7,550,320 | +28,278% | +$562M |
|
11
Franco-Nevada
FNV
$35.9B
| $494M | 0.68% | 3,622,803 -577,900 | -14% | -$78.9M |
|
12
Kroger
KR
$44.5B
| $492M | 0.67% | 11,040,254 -1,885,456 | -15% | -$84.1M |
|
13
Zoom
ZM
$24.4B
| $476M | 0.65% | 7,019,715 -780,689 | -10% | -$52.9M |
|
14
Visa
V
$683B
| $468M | 0.64% | 2,253,074 +697,474 | +45% | +$145M |
|
15
Advanced Micro Devices
AMD
$265B
| $447M | 0.61% | 6,905,890 -3,163,967 | -31% | -$205M |
|
16
Molina Healthcare
MOH
$9.7B
| $430M | 0.59% | 1,302,437 -160,978 | -11% | -$53.2M |
|
17
Amgen
AMGN
$155B
| $422M | 0.58% | 1,607,245 +974,000 | +154% | +$256M |
|
|
18
Tesla
TSLA
$1.09T
| $419M | 0.57% | 3,405,017 +3,403,617 | +243,116% | +$419M |
|
|
19
Johnson & Johnson
JNJ
$425B
| $398M | 0.54% | +2,254,125 | New | +$398M |
|
20
Exxon Mobil
XOM
$487B
| $389M | 0.53% | 3,527,457 -967,397 | -22% | -$107M |
|
21
Alphabet (Google) Class A
GOOGL
$2.56T
| $372M | 0.51% | 4,218,455 -990,005 | -19% | -$87.3M |
|
22
Incyte
INCY
$16.3B
| $367M | 0.5% | 4,568,233 -279,000 | -6% | -$22.4M |
|
23
Delta Air Lines
DAL
$40.1B
| $325M | 0.44% | 9,893,400 +1,077,500 | +12% | +$35.4M |
|
24
PayPal
PYPL
$67.2B
| $320M | 0.44% | +4,489,078 | New | +$320M |
|
25
Keurig Dr Pepper
KDP
$40.1B
| $315M | 0.43% | 8,826,970 +3,253,909 | +58% | +$116M |
|