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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
CARR icon
3526
Carrier Global
CARR
$52.2B
– –
-375,400
Closed -$21.8M
CASY icon
3527
Casey's General Stores
CASY
$31.6B
– –
-36,972
Closed -$11.8M
CATY icon
3528
Cathay General Bancorp
CATY
$4.31B
– –
-14,171
Closed -$536K
CBAT icon
3529
CBAK Energy Technology Ltd
CBAT
$65.5M
– –
-53,400
Closed -$56K
CBRL icon
3530
Cracker Barrel
CBRL
$1.31B
– –
-76,932
Closed -$5.59M
CCJ icon
3531
Cameco
CCJ
$42.6B
– –
-68,200
Closed -$2.95M
CDLR icon
3532
Cadeler
CDLR
$2.18B
– –
-17,900
Closed -$325K
CDXS icon
3533
Codexis
CDXS
$175M
– –
-363,986
Closed -$1.27M
BNC
3534
CEA Industries
BNC
$105M
– –
-900
Closed -$6K
CELH icon
3535
Celsius Holdings
CELH
$7.28B
– –
-265,900
Closed -$22M
CFLT
3536
DELISTED
Confluent
CFLT
– –
-258,500
Closed -$7.89M
CGC
3537
Canopy Growth
CGC
$426M
– –
-53,469
Closed -$461K
CGDV icon
3538
Capital Group Dividend Value ETF
CGDV
$39.1B
– –
-56,500
Closed -$1.84M
CGGO icon
3539
Capital Group Global Growth Equity ETF
CGGO
$12.1B
– –
-11,800
Closed -$340K
CHRW icon
3540
C.H. Robinson
CHRW
$17.5B
– –
-229,908
Closed -$17.5M
CHSN icon
3541
Chanson International
CHSN
$2.34M
– –
-2
Closed -$29K
CHTR icon
3542
Charter Communications
CHTR
$18.7B
– –
-34,645
Closed -$10.1M
CLB icon
3543
Core Laboratories
CLB
$569M
– –
-46,300
Closed -$791K
CLRB icon
3544
Cellectar Biosciences
CLRB
$19.8M
– –
-3,283
Closed -$392K
CLS icon
3545
Celestica
CLS
$43.8B
– –
-17,233
Closed -$775K
CMCSA icon
3546
Comcast
CMCSA
$92.9B
– –
-1,546,909
Closed -$67.1M
CMP icon
3547
Compass Minerals
CMP
$1.1B
– –
-96,864
Closed -$1.52M
CNA icon
3548
CNA Financial
CNA
$13.8B
– –
-103,600
Closed -$4.71M
CNC icon
3549
Centene
CNC
$32.6B
– –
-68,412
Closed -$5.37M
COCO icon
3550
Vita Coco
COCO
$3.77B
– –
-152,500
Closed -$3.73M
140 141
142
143 144

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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.