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
+7.5%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$75.4B
AUM Growth
+$75.4B
(+3.1%)
Cap. Flow
-$2.06B
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
10.8%
Holding
4,600
New
527
Increased
1,665
Reduced
1,707
Closed
676
Top Buys
| 1 |
Boeing
BA
|
$504M |
| 2 |
Pfizer
PFE
|
$452M |
| 3 |
UnitedHealth
UNH
|
$431M |
| 4 |
Honeywell
HON
|
$349M |
| 5 |
Chevron
CVX
|
$322M |
Top Sells
| 1 |
Apple
AAPL
|
$1.17B |
| 2 |
TSMC
TSM
|
$457M |
| 3 |
Advanced Micro Devices
AMD
|
$447M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$372M |
| 5 |
Exxon Mobil
XOM
|
$318M |
Sector Composition
| 1 | Healthcare | 20.32% |
| 2 | Technology | 16.88% |
| 3 | Consumer Discretionary | 12.67% |
| 4 | Industrials | 10.09% |
| 5 | Consumer Staples | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $1.72B | 2.28% | 10,802,288 -1,802,000 | -14% | -$287M |
|
2
Amazon
AMZN
$2.44T
| $930M | 1.23% | 9,000,941 -2,346,059 | -21% | -$242M |
|
3
Gilead Sciences
GILD
$139B
| $878M | 1.17% | 10,584,216 +1,381,648 | +15% | +$115M |
|
4
Tesla
TSLA
$1.1T
| $835M | 1.11% | 4,025,051 +620,034 | +18% | +$129M |
|
5
Airbnb
ABNB
$79.6B
| $753M | 1% | 6,054,556 -2,548,190 | -30% | -$317M |
|
|
6
UnitedHealth
UNH
$274B
| $686M | 0.91% | 1,450,933 +912,256 | +169% | +$431M |
|
7
VeriSign
VRSN
$25.4B
| $673M | 0.89% | 3,183,090 +97,700 | +3% | +$20.6M |
|
8
Hershey
HSY
$37B
| $586M | 0.78% | 2,303,367 -361,800 | -14% | -$92M |
|
|
9
Boeing
BA
$179B
| $551M | 0.73% | 2,592,100 +2,370,800 | +1,071% | +$504M |
|
|
10
Chevron
CVX
$323B
| $526M | 0.7% | 3,224,589 +1,973,135 | +158% | +$322M |
|
11
Franco-Nevada
FNV
$35.9B
| $506M | 0.67% | 3,473,503 -149,300 | -4% | -$21.8M |
|
12
United Therapeutics
UTHR
$13.8B
| $499M | 0.66% | 2,227,414 -117,078 | -5% | -$26.2M |
|
|
13
Pfizer
PFE
$141B
| $496M | 0.66% | 12,149,955 +11,078,514 | +1,034% | +$452M |
|
14
Kroger
KR
$44.5B
| $495M | 0.66% | 10,028,854 -1,011,400 | -9% | -$49.9M |
|
15
Zoom
ZM
$24.4B
| $485M | 0.64% | 6,573,415 -446,300 | -6% | -$33M |
|
16
Abbott
ABT
$230B
| $456M | 0.61% | 4,507,066 +1,742,500 | +63% | +$176M |
|
17
Vertex Pharmaceuticals
VRTX
$101B
| $440M | 0.58% | 1,397,735 -849,017 | -38% | -$267M |
|
18
Fortinet
FTNT
$60.5B
| $414M | 0.55% | 6,230,645 +1,958,200 | +46% | +$130M |
|
19
Incyte
INCY
$16.3B
| $405M | 0.54% | 5,602,433 +1,034,200 | +23% | +$74.7M |
|
20
Meta Platforms (Facebook)
META
$1.86T
| $405M | 0.54% | 1,908,583 -78,697 | -4% | -$16.7M |
|
21
Roblox
RBLX
$86B
| $395M | 0.52% | 8,781,082 -1,369,900 | -13% | -$61.6M |
|
22
CrowdStrike
CRWD
$107B
| $383M | 0.51% | 2,790,400 +1,304,959 | +88% | +$179M |
|
23
CVS Health
CVS
$91.9B
| $377M | 0.5% | 5,069,953 +2,508,500 | +98% | +$186M |
|
24
Snowflake
SNOW
$78.9B
| $374M | 0.5% | 2,422,599 +570,700 | +31% | +$88.1M |
|
|
HZNP
25
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $368M | 0.49% | 3,368,449 +1,693,400 | +101% | +$185M |
|