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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
LII icon
3501
Lennox International
LII
$14.9B
– –
-20,220
Closed -$9.82M
LIT icon
3502
Global X Lithium & Battery Tech ETF
LIT
$1.59B
– –
-4,900
Closed -$318K
LKQ icon
3503
LKQ Corp
LKQ
$6.25B
– –
-619,260
Closed -$18.7M
LMBS icon
3504
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
– –
-45,700
Closed -$2.28M
PWCM
3505
PowerCompute, Inc. Common Stock
PWCM
$1.41M
– –
-569
Closed -$6.31K
LPX icon
3506
Louisiana-Pacific
LPX
$5.28B
– –
-3,900
Closed -$315K
LTH icon
3507
Life Time Group Holdings
LTH
$9.79B
– –
-599,900
Closed -$15.9M
LW icon
3508
Lamb Weston
LW
$7.23B
– –
-63,300
Closed -$2.65M
LWLG icon
3509
Lightwave Logic
LWLG
$1.16B
– –
-607,632
Closed -$1.97M
LXEO icon
3510
Lexeo Therapeutics
LXEO
$375M
– –
-217,772
Closed -$2.16M
MARA icon
3511
Marathon Digital Holdings
MARA
$3.74B
– –
-1,858,838
Closed -$16.7M
MATW icon
3512
Matthews International
MATW
$733M
– –
-95,486
Closed -$2.49M
MATX icon
3513
Matsons
MATX
$6.11B
– –
-6,700
Closed -$828K
MBCN
3514
DELISTED
Middlefield Banc Corp
MBCN
– –
-33,212
Closed -$1.15M
MBOT icon
3515
Microbot Medical
MBOT
$113M
– –
-24,560
Closed -$49.1K
MCW
3516
DELISTED
Mister Car Wash
MCW
– –
-66,078
Closed -$367K
RJET
3517
Republic Airways Holdings
RJET
$976M
– –
-10,759
Closed -$198K
MGC icon
3518
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
– –
-5,100
Closed -$1.28M
MGIC
3519
DELISTED
Magic Software Enterprises
MGIC
– –
-60,856
Closed -$1.57M
KG
3520
Kestrel Group
KG
$68.8M
– –
-12,648
Closed -$130K
MHO icon
3521
M/I Homes
MHO
$3.85B
– –
-53,900
Closed -$6.9M
MIND icon
3522
MIND Technology
MIND
$43.9M
– –
-22,581
Closed -$198K
MMS icon
3523
Maximus
MMS
$2.84B
– –
-31,500
Closed -$2.72M
MNPR icon
3524
Monopar Therapeutics
MNPR
$767M
– –
-11,431
Closed -$746K
MOFG
3525
DELISTED
MidWestOne Financial Group
MOFG
– –
-30,000
Closed -$1.16M
139 140
141
142 143

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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.