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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
DEA
3576
Easterly Government Properties
DEA
$1.18B
– –
-49,207
Closed -$1.42M
DFAI
3577
Dimensional International Core Equity Market ETF
DFAI
$18B
– –
-42,600
Closed -$1.29M
DFCF icon
3578
Dimensional Core Fixed Income ETF
DFCF
$10.9B
– –
-10,700
Closed -$449K
DFUV icon
3579
Dimensional US Marketwide Value ETF
DFUV
$16B
– –
-19,400
Closed -$793K
DINO icon
3580
HF Sinclair
DINO
$16.3B
– –
-584,905
Closed -$35.3M
DLB icon
3581
Dolby
DLB
$5.84B
– –
-4,500
Closed -$377K
DLO icon
3582
dLocal
DLO
$4.34B
– –
-45,589
Closed -$670K
DNN icon
3583
Denison Mines
DNN
$2.95B
– –
-89,400
Closed -$175K
DOGZ icon
3584
Dogness International Corp
DOGZ
$17.7M
– –
-11,452
Closed -$67K
DOW icon
3585
Dow Inc
DOW
$21.9B
– –
-755,400
Closed -$43.8M
DPRO
3586
Draganfly
DPRO
$170M
– –
-16,116
Closed -$77K
DRS icon
3587
Leonardo DRS
DRS
$11.9B
– –
-29,600
Closed -$654K
DRTS icon
3588
Alpha Tau Medical
DRTS
$1.31B
– –
-14,700
Closed -$43K
DRV icon
3589
Direxion Daily Real Estate Bear 3X ETF
DRV
$25.5M
– –
-10,200
Closed -$357K
DTCK
3590
DELISTED
Davis Commodities
DTCK
– –
-1,250
Closed -$26K
DTI icon
3591
Drilling Tools International
DTI
$86.8M
– –
-39,000
Closed -$117K
DUK icon
3592
Duke Energy
DUK
$97.1B
– –
-409,150
Closed -$39.6M
EC icon
3593
Ecopetrol
EC
$35.4B
– –
-25,035
Closed -$296K
ECO
3594
Okeanis Eco Tankers
ECO
$2.5B
– –
-40,764
Closed -$1.2M
EDBL
3595
Edible Garden
EDBL
$1.07M
– –
0
– -$10K
EDN
3596
Edenor
EDN
$1.04B
– –
-22,024
Closed -$390K
EFAV icon
3597
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
– –
-46,600
Closed -$3.3M
EFG icon
3598
iShares MSCI EAFE Growth ETF
EFG
$17.4B
– –
-10,100
Closed -$1.05M
EFV icon
3599
iShares MSCI EAFE Value ETF
EFV
$30.1B
– –
-103,800
Closed -$5.65M
EG icon
3600
Everest Group
EG
$14B
– –
-35,900
Closed -$14.3M
142 143
144
145 146

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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.