Jim Simons’s Invesco QQQ Trust QQQ Stock Holding History

Jim Simons’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$151M	Buy	+204,600	New	+$141M	0.21%	90
2025 Q3	–	Sell	-46,100	Closed	-$25.4M	–	3826
2025 Q2	$25.4M	Buy	46,100 +22,300	+94%	+$11.1M	0.03%	607
2025 Q1	$11.2M	Buy	+23,800	New	+$12.1M	0.02%	952
2024 Q2	–	Sell	-13,700	Closed	-$6.08M	–	3876
2024 Q1	$6.08M	Buy	+13,700	New	+$5.87M	0.01%	1288
2020 Q3	–	Sell	-9,000	Closed	-$2.23M	–	3628
2020 Q2	$2.23M	Sell	9,000 -5,300	-37%	-$1.19M	﹤0.01%	2130
2020 Q1	$2.72M	Buy	+14,300	New	+$3.03M	﹤0.01%	1894
2019 Q1	–	Sell	-3,800	Closed	-$586K	–	3649
2018 Q4	$586K	Buy	+3,800	New	+$636K	﹤0.01%	2802
2018 Q3	–	Sell	-31,800	Closed	-$5.46M	–	3521
2018 Q2	$5.46M	Buy	31,800 +15,500	+95%	+$2.6M	0.01%	1733
2018 Q1	$2.61M	Sell	16,300 -9,200	-36%	-$1.52M	﹤0.01%	2187
2017 Q4	$3.97M	Buy	+25,500	New	+$3.89M	﹤0.01%	1953

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jim Simons's QQQ Position: Q2 2026 in Review

Jim Simons opened a new position in Invesco QQQ Trust (QQQ) in Q2 2026: 204,600 shares worth $151M. The stake represents 0.21% of the portfolio and ranks #90 among its holdings. This is a return to the name: Jim Simons previously reported a position in QQQ as recently as Q2 2025.

Jim Simons first reported a position in QQQ in Q4 2017 and has held it in 10 quarters since. 4,025 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Jim Simons held 204,600 shares of Invesco QQQ Trust worth $151M as of Q2 2026.
Invesco QQQ Trust was a new Jim Simons position in Q2 2026.
Invesco QQQ Trust made up 0.21% of Jim Simons's portfolio in Q2 2026, its #90 holding.
Jim Simons first reported a position in Invesco QQQ Trust in Q4 2017 and has held it in 10 quarters since.
4,025 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.