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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+2.46%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$59B
AUM Growth
-$4.66B
Cap. Flow
-$4.49B
Cap. Flow %
-7.61%
Top 10 Hldgs %
11.98%
Holding
4,123
New
463
Increased
1,436
Reduced
1,503
Closed
674

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$412M
2
AMD icon
Advanced Micro Devices
AMD
+$294M
3
AAPL icon
Apple
AAPL
+$244M
4
QCOM icon
Qualcomm
QCOM
+$207M
5
PDD icon
Pinduoduo
PDD
+$180M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$510M
2
UBER icon
Uber
UBER
+$419M
3
CVX icon
Chevron
CVX
+$286M
4
META icon
Meta Platforms (Facebook)
META
+$255M
5
NVO
Novo Nordisk
NVO
+$215M

Sector Composition

Rank Sector Weight
1 Technology 19.64%
2 Healthcare 18.28%
3 Consumer Discretionary 13.73%
4 Industrials 8.65%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BFRI icon
3501
Biofrontera
BFRI
$16.1M
– –
-10,221
Closed -$16K
BG icon
3502
Bunge Global
BG
$21.7B
– –
-13,200
Closed -$1.35M
BGSF icon
3503
BGSF Inc
BGSF
$59.2M
– –
-16,300
Closed -$170K
BHAT
3504
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
– –
-9
Closed -$51K
BHC icon
3505
Bausch Health
BHC
$2.37B
– –
-15,600
Closed -$165K
BHF icon
3506
Brighthouse Financial
BHF
$3.42B
– –
-18,000
Closed -$928K
KEEL
3507
Keel Infrastructure Corp
KEEL
$2.04B
– –
-430,700
Closed -$958K
BIVI icon
3508
BioVie
BIVI
$11.8M
– –
-3,474
Closed -$184K
BJDX icon
3509
Bluejay Diagnostics
BJDX
$1.1M
– –
-11
Closed -$14K
BNY
3510
Bank of New York Mellon
BNY
$110B
– –
-95,877
Closed -$5.52M
BL icon
3511
BlackLine
BL
$1.82B
– –
-32,500
Closed -$2.1M
BLDP
3512
Ballard Power Systems
BLDP
$790M
– –
-91,586
Closed -$255K
BLDR icon
3513
Builders FirstSource
BLDR
$7.91B
– –
-70,600
Closed -$14.7M
BMO icon
3514
Bank of Montreal
BMO
$129B
– –
-103,400
Closed -$10.1M
BN icon
3515
Brookfield
BN
$111B
– –
-90,000
Closed -$2.51M
BNDX icon
3516
Vanguard Total International Bond ETF
BNDX
$83B
– –
-96,195
Closed -$4.73M
BNED icon
3517
Barnes & Noble Education
BNED
$424M
– –
-299
Closed -$22K
BOOM icon
3518
DMC Global
BOOM
$153M
– –
-95,668
Closed -$1.86M
BRTX icon
3519
BioRestorative Therapies
BRTX
$5.61M
– –
-24,861
Closed -$34K
BSBR icon
3520
Santander
BSBR
$43.2B
– –
-249,258
Closed -$1.43M
BTAI icon
3521
BioXcel Therapeutics
BTAI
$34.9M
– –
-1,482
Closed -$67K
BTDR icon
3522
Bitdeer Technologies
BTDR
$2.38B
– –
-52,026
Closed -$365K
BWA icon
3523
BorgWarner
BWA
$13.8B
– –
-674,398
Closed -$23.4M
BWX icon
3524
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
– –
-88,900
Closed -$1.98M
CABA icon
3525
Cabaletta Bio
CABA
$442M
– –
-59,000
Closed -$1.01M
139 140
141
142 143

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Jim Simons's Q2 2024 Portfolio in Review

As of Q2 2024, Jim Simons held 4,123 positions worth $59B, down 7.3% from $63.6B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $4.49B in Q2 2024, closing 674 positions and reducing 1,503 holdings. Its most notable exit was Bank of America, an estimated $142M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Broadcom worth $472M.

  • Jim Simons's largest Q2 2024 buy was Broadcom: 2,941,150 shares worth $472M.
  • Jim Simons added most to Apple in Q2 2024, an estimated $244M increase.
  • Jim Simons's biggest Q2 2024 reduction was Amazon, cutting an estimated $510M.
  • Jim Simons fully exited Bank of America in Q2 2024, selling an estimated $142M.
  • Jim Simons's ten largest holdings make up 12% of its $59B portfolio in Q2 2024.
  • Jim Simons opened 463 new positions and closed 674 in Q2 2024.
  • Jim Simons's portfolio value fell 7.3% quarter-over-quarter to $59B.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.