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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
IXN icon
3476
iShares Global Tech ETF
IXN
$9.2B
– –
-5,800
Closed -$609K
IYC icon
3477
iShares US Consumer Discretionary ETF
IYC
$1.22B
– –
-3,200
Closed -$330K
IYH icon
3478
iShares US Healthcare ETF
IYH
$3.76B
– –
-16,100
Closed -$1.05M
IYR icon
3479
iShares US Real Estate ETF
IYR
$4.48B
– –
-63,800
Closed -$5.99M
IYW icon
3480
iShares US Technology ETF
IYW
$25.2B
– –
-10,100
Closed -$2.02M
JACK icon
3481
Jack in the Box
JACK
$341M
– –
-115,400
Closed -$2.19M
JBL icon
3482
Jabil
JBL
$37.4B
– –
-187,800
Closed -$42.8M
JETS icon
3483
US Global Jets ETF
JETS
$827M
– –
-107,100
Closed -$3.01M
JIRE icon
3484
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
– –
-3,300
Closed -$247K
JPIE icon
3485
JPMorgan Income ETF
JPIE
$10.3B
– –
-206,988
Closed -$9.58M
JQUA icon
3486
JPMorgan US Quality Factor ETF
JQUA
$8.56B
– –
-5,500
Closed -$347K
KALV
3487
DELISTED
KalVista Pharmaceuticals
KALV
– –
-165,151
Closed -$2.67M
KBWB icon
3488
Invesco KBW Bank ETF
KBWB
$6.77B
– –
-47,800
Closed -$4.03M
KHC icon
3489
Kraft Heinz
KHC
$29.2B
– –
-907,200
Closed -$22M
KLAC icon
3490
KLA
KLAC
$262B
– –
-156,690
Closed -$19M
KMI icon
3491
Kinder Morgan
KMI
$70.1B
– –
-1,142,431
Closed -$31.4M
KOPN icon
3492
Kopin
KOPN
$964M
– –
-26,964
Closed -$63.1K
KPRX icon
3493
Kiora Pharmaceuticals
KPRX
$11.4M
– –
-21,200
Closed -$41.8K
KSS icon
3494
Kohl's
KSS
$2.1B
– –
-1,290,700
Closed -$26.3M
LABU icon
3495
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$638M
– –
-22,900
Closed -$3.65M
LAC
3496
Lithium Americas
LAC
$1.18B
– –
-879,200
Closed -$3.83M
LBRDA icon
3497
Liberty Broadband Class A
LBRDA
$5.33B
– –
-30,663
Closed -$1.48M
LBRDK icon
3498
Liberty Broadband Class C
LBRDK
$5.32B
– –
-91,475
Closed -$4.45M
LEGH icon
3499
Legacy Housing
LEGH
$688M
– –
-48,100
Closed -$939K
LEN.B icon
3500
Lennar Class B
LEN.B
$20.8B
– –
-2,900
Closed -$276K
138 139
140
141 142

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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.