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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
EXPE icon
3376
Expedia Group
EXPE
$38.5B
– –
-67,300
Closed -$19.1M
F icon
3377
Ford
F
$55.7B
– –
-24,730,852
Closed -$324M
FAF icon
3378
First American
FAF
$7.32B
– –
-70,200
Closed -$4.31M
FAST icon
3379
Fastenal
FAST
$60.1B
– –
-417,476
Closed -$16.8M
FBIN icon
3380
Fortune Brands Innovations
FBIN
$5.97B
– –
-285,000
Closed -$14.3M
FBRT
3381
Franklin BSP Realty Trust
FBRT
$660M
– –
-181,019
Closed -$1.82M
DMC
3382
Del Monte Corp
DMC
$1.45B
– –
-12,860
Closed -$458K
FELC icon
3383
Fidelity Enhanced Large Cap Core ETF
FELC
$8.33B
– –
-28,700
Closed -$1.1M
FENC icon
3384
Fennec Pharmaceuticals
FENC
$448M
– –
-20,000
Closed -$154K
FFIV icon
3385
F5
FFIV
$23.4B
– –
-13,314
Closed -$3.4M
FG icon
3386
F&G Annuities & Life
FG
$3.51B
– –
-53,000
Closed -$1.64M
FHLC icon
3387
Fidelity MSCI Health Care Index ETF
FHLC
$3.41B
– –
-3,597
Closed -$267K
FITB
3388
Fifth Third Bancorp
FITB
$52.2B
– –
-56,939
Closed -$2.67M
FLS icon
3389
Flowserve
FLS
$10.3B
– –
-107,900
Closed -$7.49M
FLTR icon
3390
VanEck IG Floating Rate ETF
FLTR
$3.04B
– –
-270,217
Closed -$6.89M
FLUX icon
3391
Flux Power
FLUX
$11.5M
– –
-65,205
Closed -$82.8K
FMBH icon
3392
First Mid Bancshares
FMBH
$1.37B
– –
-22,200
Closed -$866K
FNDF icon
3393
Schwab Fundamental International Large Company Index ETF
FNDF
$25.6B
– –
-30,000
Closed -$1.36M
FONR
3394
DELISTED
Fonar
FONR
– –
-315,716
Closed -$5.86M
FOXA icon
3395
Fox Class A
FOXA
$26.1B
– –
-118,909
Closed -$8.69M
FRGE
3396
DELISTED
Forge Global Holdings
FRGE
– –
-226,079
Closed -$10.1M
FSFG
3397
DELISTED
First Savings Financial Group
FSFG
– –
-49,500
Closed -$1.58M
FTEC icon
3398
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
– –
-900
Closed -$202K
FTI icon
3399
TechnipFMC
FTI
$29.5B
– –
-558,500
Closed -$24.9M
FTK icon
3400
Flotek Industries
FTK
$1.41B
– –
-47,000
Closed -$810K
134 135
136
137 138

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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.