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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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 Fund
S&P 500
This Quarter Est. Return
+3.01%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$63.9B
AUM Growth
-$531M
Cap. Flow
+$1.07B
Cap. Flow %
1.67%
Top 10 Hldgs %
11.2%
Holding
3,809
New
624
Increased
1,320
Reduced
1,262
Closed
596

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$800M
2
NVDA icon
NVIDIA
NVDA
+$304M
3
AVGO icon
Broadcom
AVGO
+$261M
4
LIN icon
Linde
LIN
+$237M
5
JPM icon
JPMorgan Chase
JPM
+$208M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$656M
2
NFLX icon
Netflix
NFLX
+$632M
3
TSLA icon
Tesla
TSLA
+$474M
4
PG icon
Procter & Gamble
PG
+$428M
5
MU icon
Micron Technology
MU
+$332M

Sector Composition

Rank Sector Weight
1 Technology 22.04%
2 Healthcare 15.35%
3 Industrials 11.13%
4 Consumer Discretionary 10.88%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVDL
3251
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-273,600
Closed -$5.9M
AXS icon
3252
AXIS Capital
AXS
$7.35B
– –
-18,300
Closed -$1.96M
AXTI icon
3253
AXT Inc
AXTI
$4.83B
– –
-86,700
Closed -$1.42M
BAH icon
3254
Booz Allen Hamilton
BAH
$9.45B
– –
-209,094
Closed -$17.6M
BANC icon
3255
Banc of California
BANC
$3.09B
– –
-147,211
Closed -$2.84M
BANF icon
3256
BancFirst
BANF
$3.82B
– –
-22,569
Closed -$2.39M
BBUS icon
3257
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.19B
– –
-8,200
Closed -$1.01M
BEN icon
3258
Franklin Resources
BEN
$16.9B
– –
-753,300
Closed -$18M
BFAM icon
3259
Bright Horizons
BFAM
$3.76B
– –
-38,700
Closed -$3.92M
BFIN
3260
DELISTED
BankFinancial
BFIN
– –
-575,287
Closed -$6.9M
BFST icon
3261
Business First Bancshares
BFST
$1.04B
– –
-20,300
Closed -$531K
BINC icon
3262
BlackRock Flexible Income ETF
BINC
$16.3B
– –
-60,151
Closed -$3.17M
BIRK icon
3263
Birkenstock
BIRK
$6.89B
– –
-411,300
Closed -$16.8M
BITB icon
3264
Bitwise Bitcoin ETF
BITB
$2.43B
– –
-79,700
Closed -$3.79M
BITO icon
3265
ProShares Bitcoin Strategy ETF
BITO
$1.43B
– –
-293,500
Closed -$3.57M
BITX icon
3266
2x Bitcoin ETF
BITX
$866M
– –
-224,000
Closed -$6.21M
BJDX icon
3267
Bluejay Diagnostics
BJDX
$1.11M
– –
-8,025
Closed -$21.4K
BJ icon
3268
BJs Wholesale Club
BJ
$12B
– –
-193,600
Closed -$17.4M
BKLN icon
3269
Invesco Senior Loan ETF
BKLN
$6.75B
– –
-268,458
Closed -$5.64M
BKNG icon
3270
Booking.com
BKNG
$160B
– –
-476,900
Closed -$102M
BLK icon
3271
Blackrock
BLK
$178B
– –
-3,846
Closed -$4.12M
BLOK icon
3272
Amplify Blockchain Technology ETF
BLOK
$1.05B
– –
-16,400
Closed -$933K
BMO icon
3273
Bank of Montreal
BMO
$127B
– –
-164,995
Closed -$21.4M
BNS icon
3274
Scotiabank
BNS
$108B
– –
-388,700
Closed -$28.6M
BOKF icon
3275
BOK Financial
BOKF
$8.75B
– –
-19,577
Closed -$2.32M
129 130
131
132 133

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Jim Simons's Q1 2026 Portfolio in Review

As of Q1 2026, Jim Simons held 3,809 positions worth $63.9B, down 0.82% from $64.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2026 filing shows 624 new, 1,320 increased, 1,262 reduced and 596 closed positions. Its largest new stake was Apple: 3,075,638 shares worth $781M. The largest sale was Costco, an estimated $656M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Healthcare and Industrials.

  • Jim Simons's largest Q1 2026 buy was Apple: 3,075,638 shares worth $781M.
  • Jim Simons added most to NVIDIA in Q1 2026, an estimated $304M increase.
  • Jim Simons's biggest Q1 2026 reduction was Costco, cutting an estimated $656M.
  • Jim Simons fully exited Procter & Gamble in Q1 2026, selling an estimated $428M.
  • Jim Simons's ten largest holdings make up 11% of its $63.9B portfolio in Q1 2026.
  • Jim Simons opened 624 new positions and closed 596 in Q1 2026.
  • Jim Simons's portfolio value fell 0.82% quarter-over-quarter to $63.9B.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.