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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
+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
CASS icon
3551
Cass Information Systems
CASS
$735M
– –
-6,260
Closed -$251K
CATX icon
3552
Perspective Therapeutics
CATX
$360M
– –
-61,660
Closed -$615K
CCCC icon
3553
C4 Therapeutics
CCCC
$485M
– –
-235,200
Closed -$1.09M
CCI icon
3554
Crown Castle
CCI
$31.7B
– –
-93,703
Closed -$9.15M
CCM
3555
Concord Medical Services
CCM
$20.5M
– –
-3,910
Closed -$37.1K
CDT icon
3556
CDT Equity Inc
CDT
$1.9M
– –
0
– -$27.6K
CDZI icon
3557
Cadiz
CDZI
$289M
– –
-26,900
Closed -$83.1K
CEG icon
3558
Constellation Energy
CEG
$98.8B
– –
-195,000
Closed -$39.1M
CGCP icon
3559
Capital Group Core Plus Income ETF
CGCP
$8.5B
– –
-54,304
Closed -$1.21M
CGON icon
3560
CG Oncology
CGON
$6.92B
– –
-43,200
Closed -$1.36M
CHCO icon
3561
City Holding Co
CHCO
$2.06B
– –
-6,688
Closed -$711K
CI icon
3562
Cigna
CI
$72.5B
– –
-169,659
Closed -$56.1M
CLDX icon
3563
Celldex Therapeutics
CLDX
$3.5B
– –
-42,788
Closed -$1.58M
CLNN icon
3564
Clene
CLNN
$51.6M
– –
-620
Closed -$4.42K
CMI icon
3565
Cummins
CMI
$88B
– –
-168,300
Closed -$46.6M
CNO icon
3566
CNO Financial Group
CNO
$5.08B
– –
-27,600
Closed -$765K
CNP icon
3567
CenterPoint Energy
CNP
$26.6B
– –
-86,400
Closed -$2.68M
COIN icon
3568
Coinbase
COIN
$39.1B
– –
-1,063,117
Closed -$236M
COLB icon
3569
Columbia Banking Systems
COLB
$9.06B
– –
-573,596
Closed -$11.4M
COUR icon
3570
Coursera
COUR
$1.46B
– –
-18,400
Closed -$132K
COWZ icon
3571
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
– –
-33,200
Closed -$1.81M
CPK icon
3572
Chesapeake Utilities
CPK
$3.25B
– –
-26,050
Closed -$2.77M
CPT icon
3573
Camden Property Trust
CPT
$10.9B
– –
-150,900
Closed -$16.5M
CRBG icon
3574
Corebridge Financial
CRBG
$14.9B
– –
-75,200
Closed -$2.19M
CRGY icon
3575
Crescent Energy
CRGY
$4B
– –
-346,800
Closed -$4.11M
141 142
143
144 145

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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.