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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
+2.8%
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
$64.5B
AUM Growth
-$11.3B
Cap. Flow
-$10.1B
Cap. Flow %
-15.68%
Top 10 Hldgs %
12.13%
Holding
3,923
New
466
Increased
1,028
Reduced
1,682
Closed
737

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$616M
2
NFLX icon
Netflix
NFLX
+$481M
3
MU icon
Micron Technology
MU
+$416M
4
TSLA icon
Tesla
TSLA
+$416M
5
PG icon
Procter & Gamble
PG
+$322M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$885M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$463M
4
APP icon
Applovin
APP
+$430M
5
META icon
Meta Platforms (Facebook)
META
+$354M

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Healthcare 15.77%
3 Consumer Discretionary 13.88%
4 Industrials 9.94%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTVA icon
3326
Corteva
CTVA
$50.4B
– –
-1,231,662
Closed -$83.3M
CVS icon
3327
CVS Health
CVS
$121B
– –
-160,900
Closed -$12.1M
CVU icon
3328
CPI Aerostructures
CVU
$72.6M
– –
-105,646
Closed -$266K
CWAN
3329
DELISTED
Clearwater Analytics
CWAN
– –
-81,499
Closed -$1.47M
CWB icon
3330
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.72B
– –
-53,100
Closed -$4.81M
CWST icon
3331
Casella Waste Systems
CWST
$5.76B
– –
-68,642
Closed -$6.51M
CXM icon
3332
Sprinklr
CXM
$1.58B
– –
-71,300
Closed -$550K
CYH icon
3333
Community Health Systems
CYH
$410M
– –
-467,793
Closed -$1.5M
MYSE
3334
Myseum.AI Inc
MYSE
$13.6M
– –
-13,700
Closed -$31K
DB icon
3335
Deutsche Bank
DB
$72.4B
– –
-11,664
Closed -$410K
DDM icon
3336
ProShares Ultra Dow30
DDM
$543M
– –
-11,400
Closed -$611K
DEI icon
3337
Douglas Emmett
DEI
$1.95B
– –
-99,509
Closed -$1.55M
DEO icon
3338
Diageo
DEO
$52.2B
– –
-438,300
Closed -$41.8M
DFAC icon
3339
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
– –
-71,900
Closed -$2.77M
DFAS icon
3340
Dimensional US Small Cap ETF
DFAS
$15.8B
– –
-4,000
Closed -$274K
DFAT icon
3341
Dimensional US Targeted Value ETF
DFAT
$14.8B
– –
-3,900
Closed -$227K
DFCF icon
3342
Dimensional Core Fixed Income ETF
DFCF
$10.9B
– –
-27,800
Closed -$1.19M
DFLI icon
3343
Dragonfly Energy
DFLI
$18.2M
– –
-61,550
Closed -$366K
DFLV icon
3344
Dimensional US Large Cap Value ETF
DFLV
$6.99B
– –
-42,500
Closed -$1.4M
DFSD
3345
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.16B
– –
-165,641
Closed -$7.98M
DFSV
3346
Dimensional US Small Cap Value ETF
DFSV
$8.4B
– –
-44,400
Closed -$1.41M
DGRW icon
3347
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-73,700
Closed -$6.56M
DHR icon
3348
Danaher
DHR
$145B
– –
-140,736
Closed -$27.9M
DIA icon
3349
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
– –
-5,500
Closed -$2.55M
DLB icon
3350
Dolby
DLB
$5.75B
– –
-47,900
Closed -$3.47M
132 133
134
135 136

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Jim Simons's Q4 2025 Portfolio in Review

As of Q4 2025, Jim Simons held 3,923 positions worth $64.5B, down 15% from $75.8B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $10.1B in Q4 2025, closing 737 positions and reducing 1,682 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $354M position sold in full.

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

Against the trend, Jim Simons opened a new position in ServiceNow worth $204M.

  • Jim Simons's largest Q4 2025 buy was ServiceNow: 1,331,977 shares worth $204M.
  • Jim Simons added most to Costco in Q4 2025, an estimated $616M increase.
  • Jim Simons's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $885M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $354M.
  • Jim Simons's ten largest holdings make up 12% of its $64.5B portfolio in Q4 2025.
  • Jim Simons opened 466 new positions and closed 737 in Q4 2025.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $64.5B.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.