We are live on ! Find out more
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
+8.44%
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
$67.6B
AUM Growth
+$1.06B
Cap. Flow
-$786M
Cap. Flow %
-1.16%
Top 10 Hldgs %
10.48%
Holding
4,032
New
548
Increased
1,485
Reduced
1,480
Closed
497

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$191M
2
NKE icon
Nike
NKE
+$190M
3
UNH icon
UnitedHealth
UNH
+$158M
4
SHOP icon
Shopify
SHOP
+$153M
5
TSM icon
TSMC
TSM
+$151M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$910M
2
MSFT icon
Microsoft
MSFT
+$668M
3
META icon
Meta Platforms (Facebook)
META
+$351M
4
MU icon
Micron Technology
MU
+$244M
5
AAPL icon
Apple
AAPL
+$191M

Sector Composition

Rank Sector Weight
1 Technology 20.86%
2 Healthcare 15.8%
3 Consumer Discretionary 14.09%
4 Financials 8.97%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMTB icon
3551
Amerant Bancorp
AMTB
$1.14B
– –
-18,200
Closed -$389K
ANSS
3552
DELISTED
Ansys
ANSS
– –
-14,696
Closed -$4.68M
APVO icon
3553
Aptevo Therapeutics
APVO
$5.16M
– –
-3
Closed -$6.58K
AREB
3554
DELISTED
American Rebel
AREB
– –
0
– -$44.8K
ARE icon
3555
Alexandria Real Estate Equities
ARE
$8.33B
– –
-93,800
Closed -$11.1M
ARKW icon
3556
ARK Web x.0 ETF
ARKW
$1.82B
– –
-5,100
Closed -$434K
ARM icon
3557
Arm
ARM
$298B
– –
-1,070,000
Closed -$153M
ARWR icon
3558
Arrowhead Research
ARWR
$12.1B
– –
-231,300
Closed -$4.48M
ASLE icon
3559
AerSale
ASLE
$273M
– –
-243,023
Closed -$1.23M
ASTS icon
3560
AST SpaceMobile
ASTS
$21.4B
– –
-133,745
Closed -$3.5M
ATOM icon
3561
Atomera
ATOM
$212M
– –
-57,500
Closed -$151K
ATXS
3562
DELISTED
Astria Therapeutics
ATXS
– –
-38,061
Closed -$419K
AVAV icon
3563
AeroVironment
AVAV
$9.59B
– –
-70,936
Closed -$14.2M
AVB icon
3564
AvalonBay Communities
AVB
$26.3B
– –
-16,000
Closed -$3.6M
AVDV icon
3565
Avantis International Small Cap Value ETF
AVDV
$19.9B
– –
-4,492
Closed -$317K
AVNT icon
3566
Avient
AVNT
$4.23B
– –
-7,700
Closed -$387K
AZEK
3567
DELISTED
The AZEK Co
AZEK
– –
-58,100
Closed -$2.72M
AZZ icon
3568
AZZ Inc
AZZ
$4.52B
– –
-50,500
Closed -$4.17M
BA icon
3569
Boeing
BA
$182B
– –
-62,500
Closed -$9.5M
BAC icon
3570
Bank of America
BAC
$448B
– –
-1,585,866
Closed -$62.9M
BALY icon
3571
Bally's
BALY
$660M
– –
-31,497
Closed -$543K
BASE
3572
DELISTED
Couchbase
BASE
– –
-125,367
Closed -$2.02M
BBCA icon
3573
JPMorgan BetaBuilders Canada ETF
BBCA
$11.4B
– –
-7,000
Closed -$506K
BBEU icon
3574
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
– –
-17,400
Closed -$1.08M
BBWI icon
3575
Bath & Body Works
BBWI
$3.76B
– –
-82,733
Closed -$2.64M
141 142
143
144 145

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q4 2024 Portfolio in Review

As of Q4 2024, Jim Simons held 4,032 positions worth $67.6B, up 1.6% from $66.5B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons's Q4 2024 filing shows 548 new, 1,485 increased, 1,480 reduced and 497 closed positions. Its largest new stake was UnitedHealth: 278,658 shares worth $141M. The largest sale was Palantir, an estimated $910M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q4 2024 buy was UnitedHealth: 278,658 shares worth $141M.
  • Jim Simons added most to Alibaba in Q4 2024, an estimated $191M increase.
  • Jim Simons's biggest Q4 2024 reduction was Palantir, cutting an estimated $910M.
  • Jim Simons fully exited Arm in Q4 2024, selling an estimated $153M.
  • Jim Simons's ten largest holdings make up 10% of its $67.6B portfolio in Q4 2024.
  • Jim Simons opened 548 new positions and closed 497 in Q4 2024.
  • Jim Simons's portfolio value rose 1.6% quarter-over-quarter to $67.6B.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.