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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
DXJ icon
3351
WisdomTree Japan Hedged Equity Fund
DXJ
$7.43B
– –
-13,800
Closed -$1.99M
DYNF icon
3352
BlackRock US Equity Factor Rotation ETF
DYNF
$40.1B
– –
-64,600
Closed -$3.93M
EB
3353
DELISTED
Eventbrite
EB
– –
-2,037,996
Closed -$9.07M
AXIA
3354
DELISTED
AXIA Energia
AXIA
– –
-127,440
Closed -$1.17M
EFV icon
3355
iShares MSCI EAFE Value ETF
EFV
$30B
– –
-50,200
Closed -$3.58M
ELME
3356
Elme Communities
ELME
$144M
– –
-1,914,137
Closed -$33.3M
ELS icon
3357
Equity Lifestyle Properties
ELS
$12.4B
– –
-58,000
Closed -$3.52M
EMLC icon
3358
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
– –
-55,051
Closed -$1.42M
ENVX icon
3359
Enovix
ENVX
$1.05B
– –
-223,149
Closed -$1.63M
EPAC icon
3360
Enerpac Tool Group
EPAC
$1.91B
– –
-11,900
Closed -$455K
ESE icon
3361
ESCO Technologies
ESE
$7.65B
– –
-36,200
Closed -$7.07M
ESGD icon
3362
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
– –
-2,900
Closed -$276K
ESGU icon
3363
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
– –
-17,600
Closed -$2.62M
ESGV icon
3364
Vanguard ESG US Stock ETF
ESGV
$13.6B
– –
-3,800
Closed -$460K
ETN icon
3365
Eaton
ETN
$178B
– –
-319,231
Closed -$102M
EUFN icon
3366
iShares MSCI Europe Financials ETF
EUFN
$4.27B
– –
-94,500
Closed -$3.51M
EVCM icon
3367
EverCommerce
EVCM
$1.75B
– –
-20,100
Closed -$243K
EVH icon
3368
Evolent Health
EVH
$464M
– –
-174,599
Closed -$698K
EWH icon
3369
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-298,600
Closed -$6.35M
EWI icon
3370
iShares MSCI Italy ETF
EWI
$1.08B
– –
-10,000
Closed -$543K
EWJ icon
3371
iShares MSCI Japan ETF
EWJ
$22.7B
– –
-68,563
Closed -$5.54M
EWT icon
3372
iShares MSCI Taiwan ETF
EWT
$11.2B
– –
-89,400
Closed -$5.68M
EWU icon
3373
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-33,300
Closed -$1.46M
EWW icon
3374
iShares MSCI Mexico ETF
EWW
$1.89B
– –
-20,798
Closed -$1.44M
EXAS
3375
DELISTED
Exact Sciences
EXAS
– –
-1,591,656
Closed -$162M
133 134
135
136 137

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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.