We are live on ! Find out more
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
+2.8%
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
$64.5B
AUM Growth
-$11.3B
Cap. Flow
-$10.1B
Cap. Flow %
-15.68%
Top 10 Hldgs %
12.13%
Holding
3,923
New
466
Increased
1,028
Reduced
1,682
Closed
737

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$616M
2
NFLX icon
Netflix
NFLX
+$481M
3
MU icon
Micron Technology
MU
+$416M
4
TSLA icon
Tesla
TSLA
+$416M
5
PG icon
Procter & Gamble
PG
+$322M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$885M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$463M
4
APP icon
Applovin
APP
+$430M
5
META icon
Meta Platforms (Facebook)
META
+$354M

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Healthcare 15.77%
3 Consumer Discretionary 13.88%
4 Industrials 9.94%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYK icon
3501
iShares US Consumer Staples ETF
IYK
$1.42B
– –
-4,800
Closed -$328K
IYZ icon
3502
iShares US Telecommunications ETF
IYZ
$1.25B
– –
-14,200
Closed -$458K
IZM icon
3503
ICZOOM Group
IZM
$3.01M
– –
-55,700
Closed -$133K
JAAA icon
3504
Janus Henderson AAA CLO ETF
JAAA
$29.8B
– –
-2,122,200
Closed -$108M
JAMF
3505
DELISTED
Jamf
JAMF
– –
-109,100
Closed -$1.17M
JBBB icon
3506
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
– –
-143,200
Closed -$6.9M
JBHT icon
3507
JB Hunt Transport Services
JBHT
$25.8B
– –
-189,544
Closed -$25.4M
JBND icon
3508
JPMorgan Active Bond ETF
JBND
$8.56B
– –
-10,088
Closed -$546K
JCI icon
3509
Johnson Controls International
JCI
$93.5B
– –
-305,044
Closed -$33.5M
JCPB icon
3510
JPMorgan Core Plus Bond ETF
JCPB
$14.1B
– –
-5,900
Closed -$281K
JD icon
3511
JD.com
JD
$42.3B
– –
-170,200
Closed -$5.95M
JHMM icon
3512
John Hancock Multifactor Mid Cap ETF
JHMM
$6.15B
– –
-6,500
Closed -$420K
JKHY icon
3513
Jack Henry & Associates
JKHY
$10.8B
– –
-205,219
Closed -$30.6M
JNJ icon
3514
Johnson & Johnson
JNJ
$628B
– –
-306,747
Closed -$56.9M
K
3515
DELISTED
Kellanova
K
– –
-1,309,400
Closed -$107M
KBE icon
3516
State Street SPDR S&P Bank ETF
KBE
$1.74B
– –
-30,100
Closed -$1.79M
KIE icon
3517
State Street SPDR S&P Insurance ETF
KIE
$676M
– –
-5,380
Closed -$319K
KMT icon
3518
Kennametal
KMT
$2.34B
– –
-368,300
Closed -$7.71M
KNX icon
3519
Knight Transportation
KNX
$11.6B
– –
-450,227
Closed -$17.8M
KREF
3520
KKR Real Estate Finance Trust
KREF
$489M
– –
-83,674
Closed -$753K
KRUS icon
3521
Kura Sushi USA
KRUS
$626M
– –
-23,299
Closed -$1.38M
KTTA icon
3522
Pasithea Therapeutics
KTTA
$16.8M
– –
-30,700
Closed -$22.5K
LBRT icon
3523
Liberty Energy
LBRT
$3.51B
– –
-556,700
Closed -$6.87M
LEA icon
3524
Lear
LEA
$8.07B
– –
-253,332
Closed -$25.5M
LESL icon
3525
Leslie's
LESL
$12.5M
– –
-11,950
Closed -$65.7K
139 140
141
142 143

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jim Simons's Q4 2025 Portfolio in Review

As of Q4 2025, Jim Simons held 3,923 positions worth $64.5B, down 15% from $75.8B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $10.1B in Q4 2025, closing 737 positions and reducing 1,682 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $354M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in ServiceNow worth $204M.

  • Jim Simons's largest Q4 2025 buy was ServiceNow: 1,331,977 shares worth $204M.
  • Jim Simons added most to Costco in Q4 2025, an estimated $616M increase.
  • Jim Simons's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $885M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $354M.
  • Jim Simons's ten largest holdings make up 12% of its $64.5B portfolio in Q4 2025.
  • Jim Simons opened 466 new positions and closed 737 in Q4 2025.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $64.5B.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.