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
+10.43%
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
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVUV icon
3526
Avantis US Small Cap Value ETF
AVUV
$31B
– –
-9,900
Closed -$888K
AWR icon
3527
American States Water
AWR
$3.52B
– –
-62,700
Closed -$4.55M
AXP icon
3528
American Express
AXP
$232B
– –
-276,026
Closed -$63.9M
BALL icon
3529
Ball Corp
BALL
$16.4B
– –
-126,322
Closed -$7.58M
BANR icon
3530
Banner Corp
BANR
$2.51B
– –
-54,599
Closed -$2.71M
BBGI icon
3531
Beasley Broadcasting Group
BBGI
$45.6M
– –
-9,076
Closed -$119K
BCTX
3532
Briacell Therapeutics
BCTX
$30M
– –
-100
Closed -$17.1K
BFRG icon
3533
Bullfrog AI
BFRG
$10.7M
– –
-19,800
Closed -$34.3K
BHRB icon
3534
Burke & Herbert Financial Services Corp
BHRB
$1.48B
– –
-55,460
Closed -$2.83M
BIAF icon
3535
bioAffinity Technologies
BIAF
$2.64M
– –
-766
Closed -$49.6K
BIRD icon
3536
Smartbird Inc
BIRD
$31.2M
– –
-15,880
Closed -$159K
BITB icon
3537
Bitwise Bitcoin ETF
BITB
$2.43B
– –
-62,000
Closed -$2.03M
BJRI icon
3538
BJ's Restaurants
BJRI
$1.43B
– –
-46,329
Closed -$1.61M
BKH icon
3539
Black Hills Corp
BKH
$5.63B
– –
-24,300
Closed -$1.32M
BKR icon
3540
Baker Hughes
BKR
$62.9B
– –
-663,740
Closed -$23.3M
BLK icon
3541
Blackrock
BLK
$184B
– –
-24,300
Closed -$19.1M
BRCC icon
3542
BRC Inc
BRCC
$213M
– –
-419,300
Closed -$2.57M
BRRR icon
3543
Coinshares Bitcoin ETF
BRRR
$397M
– –
-35,500
Closed -$603K
BSCS icon
3544
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
– –
-98,091
Closed -$1.96M
BTCO icon
3545
Invesco Galaxy Bitcoin ETF
BTCO
$424M
– –
-17,200
Closed -$1.03M
BTCW icon
3546
WisdomTree Bitcoin Fund
BTCW
$137M
– –
-16,700
Closed -$1.06M
BXP icon
3547
Boston Properties
BXP
$11.1B
– –
-163,900
Closed -$10.1M
CADL icon
3548
Candel Therapeutics
CADL
$850M
– –
-20,600
Closed -$128K
CALF icon
3549
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.9B
– –
-14,800
Closed -$645K
CAPR icon
3550
Capricor Therapeutics
CAPR
$249M
– –
-137,500
Closed -$656K
140 141
142
143 144

Similar funds

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

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

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.