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
+6.27%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$69.4B
AUM Growth
+$69.4B
(-7.9%)
Cap. Flow
-$8.59B
Cap. Flow
% of AUM
-12.37%
Top 10 Holdings %
Top 10 Hldgs %
11.91%
Holding
4,468
New
544
Increased
1,584
Reduced
1,719
Closed
604
Top Buys
| 1 |
Apple
AAPL
|
$953M |
| 2 |
NVIDIA
NVDA
|
$784M |
| 3 |
Meta Platforms (Facebook)
META
|
$753M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$316M |
| 5 |
Chipotle Mexican Grill
CMG
|
$315M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.17B |
| 2 |
UnitedHealth
UNH
|
$686M |
| 3 |
Tesla
TSLA
|
$506M |
| 4 |
Abbott
ABT
|
$388M |
| 5 |
Johnson & Johnson
JNJ
|
$325M |
Sector Composition
| 1 | Technology | 20.29% |
| 2 | Healthcare | 16.94% |
| 3 | Consumer Discretionary | 12.83% |
| 4 | Consumer Staples | 9.16% |
| 5 | Industrials | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$250B
| $1.52B | 2.19% | 9,370,988 -1,431,300 | -13% | -$232M |
|
|
2
Meta Platforms (Facebook)
META
$1.86T
| $1.3B | 1.87% | 4,532,030 +2,623,447 | +137% | +$753M |
|
|
3
Apple
AAPL
$3.46T
| $955M | 1.38% | 4,921,796 +4,912,234 | +51,372% | +$953M |
|
|
4
NVIDIA
NVDA
$4.26T
| $785M | 1.13% | 1,855,904 +1,852,712 | +58,042% | +$784M |
|
5
VeriSign
VRSN
$25.4B
| $691M | 1% | 3,056,590 -126,500 | -4% | -$28.6M |
|
6
Airbnb
ABNB
$79.5B
| $679M | 0.98% | 5,294,527 -760,029 | -13% | -$97.4M |
|
7
Palantir
PLTR
$370B
| $610M | 0.88% | 39,799,157 -814,600 | -2% | -$12.5M |
|
8
Gilead Sciences
GILD
$139B
| $600M | 0.86% | 7,781,416 -2,802,800 | -26% | -$216M |
|
9
Hershey
HSY
$37B
| $573M | 0.83% | 2,295,767 -7,600 | -0.3% | -$1.9M |
|
10
Fortinet
FTNT
$60.5B
| $552M | 0.8% | 7,306,045 +1,075,400 | +17% | +$81.3M |
|
|
11
Tesla
TSLA
$1.09T
| $548M | 0.79% | 2,091,807 -1,933,244 | -48% | -$506M |
|
12
Franco-Nevada
FNV
$35.9B
| $499M | 0.72% | 3,500,703 +27,200 | +0.8% | +$3.88M |
|
13
United Therapeutics
UTHR
$13.8B
| $483M | 0.7% | 2,187,214 -40,200 | -2% | -$8.87M |
|
14
Boeing
BA
$179B
| $467M | 0.67% | 2,209,700 -382,400 | -15% | -$80.7M |
|
15
Uber
UBER
$193B
| $449M | 0.65% | 10,390,900 +5,767,500 | +125% | +$249M |
|
16
Vertex Pharmaceuticals
VRTX
$101B
| $448M | 0.65% | 1,272,161 -125,574 | -9% | -$44.2M |
|
17
CrowdStrike
CRWD
$107B
| $420M | 0.61% | 2,861,329 +70,929 | +3% | +$10.4M |
|
18
Kroger
KR
$44.5B
| $395M | 0.57% | 8,399,754 -1,629,100 | -16% | -$76.6M |
|
19
Snowflake
SNOW
$78.9B
| $387M | 0.56% | 2,198,699 -223,900 | -9% | -$39.4M |
|
20
Zoom
ZM
$24.4B
| $372M | 0.54% | 5,486,068 -1,087,347 | -17% | -$73.8M |
|
21
Atlassian
TEAM
$47B
| $369M | 0.53% | 2,201,223 +468,300 | +27% | +$78.6M |
|
|
HZNP
22
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $355M | 0.51% | 3,448,749 +80,300 | +2% | +$8.26M |
|
23
Caterpillar
CAT
$196B
| $330M | 0.48% | 1,340,010 -148,790 | -10% | -$36.6M |
|
24
lululemon athletica
LULU
$24.1B
| $329M | 0.47% | 868,800 +103,400 | +14% | +$39.1M |
|
|
25
Chipotle Mexican Grill
CMG
$56.3B
| $328M | 0.47% | 153,400 +147,100 | +2,335% | +$315M |
|