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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
IHI icon
3451
iShares US Medical Devices ETF
IHI
$3.47B
– –
-29,100
Closed -$1.81M
IJR icon
3452
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-17,500
Closed -$2.1M
ILF icon
3453
iShares Latin America 40 ETF
ILF
$3.73B
– –
-134,700
Closed -$4.1M
IMMX icon
3454
Immix Biopharma
IMMX
$818M
– –
-258,600
Closed -$1.35M
IMTM icon
3455
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.28B
– –
-14,800
Closed -$710K
INDB icon
3456
Independent Bank
INDB
$4.02B
– –
-18,002
Closed -$1.32M
INKT icon
3457
MiNK Therapeutics
INKT
$55.9M
– –
-10,400
Closed -$116K
INOD icon
3458
Innodata
INOD
$2.05B
– –
-25,854
Closed -$1.32M
INTR icon
3459
Inter&Co
INTR
$2.3B
– –
-436,520
Closed -$3.7M
IOBT
3460
DELISTED
IO Biotech
IOBT
– –
-207,601
Closed -$126K
IOVA icon
3461
Iovance Biotherapeutics
IOVA
$2.94B
– –
-651,000
Closed -$1.78M
IQLT icon
3462
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
– –
-25,200
Closed -$1.15M
ISTB icon
3463
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
– –
-41,800
Closed -$2.04M
ITB icon
3464
iShares US Home Construction ETF
ITB
$2.4B
– –
-10,600
Closed -$1.02M
ITOT icon
3465
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
– –
-86,800
Closed -$12.9M
IUSG icon
3466
iShares Core S&P US Growth ETF
IUSG
$33.6B
– –
-7,800
Closed -$1.31M
IVE icon
3467
iShares S&P 500 Value ETF
IVE
$50B
– –
-31,700
Closed -$6.72M
IVDA icon
3468
Iveda Solutions
IVDA
$3.46M
– –
-49,800
Closed -$41.8K
IVV icon
3469
iShares Core S&P 500 ETF
IVV
$902B
– –
-34,420
Closed -$23.6M
IVW icon
3470
iShares S&P 500 Growth ETF
IVW
$76.9B
– –
-12,900
Closed -$1.59M
IWB icon
3471
iShares Russell 1000 ETF
IWB
$50B
– –
-38,920
Closed -$14.5M
IWN icon
3472
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-6,700
Closed -$1.21M
IWO icon
3473
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-11,480
Closed -$3.71M
IWP icon
3474
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
– –
-31,300
Closed -$4.29M
IWV icon
3475
iShares Russell 3000 ETF
IWV
$20.4B
– –
-7,680
Closed -$2.97M
137 138
139
140 141

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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.