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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
+8.44%
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
$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
BCAL icon
3576
Southern California Bancorp
BCAL
$699M
– –
-49,743
Closed -$736K
BG icon
3577
Bunge Global
BG
$21.6B
– –
-10,600
Closed -$1.02M
BJDX icon
3578
Bluejay Diagnostics
BJDX
$1.09M
– –
-685
Closed -$17.4K
BLUE
3579
DELISTED
bluebird bio
BLUE
– –
-52,909
Closed -$550K
BOND icon
3580
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
– –
-18,000
Closed -$1.7M
BPOP icon
3581
Popular Inc
BPOP
$11.3B
– –
-6,925
Closed -$694K
BR icon
3582
Broadridge
BR
$19.4B
– –
-240,900
Closed -$51.8M
BRTX icon
3583
BioRestorative Therapies
BRTX
$5.67M
– –
-20,000
Closed -$34.8K
BSX icon
3584
Boston Scientific
BSX
$75.1B
– –
-258,025
Closed -$21.6M
BUG icon
3585
Global X Cybersecurity ETF
BUG
$1.55B
– –
-16,900
Closed -$523K
BV icon
3586
BrightView Holdings
BV
$1.09B
– –
-18,800
Closed -$296K
BWMN icon
3587
Bowman Consulting
BWMN
$732M
– –
-40,700
Closed -$980K
CAE icon
3588
CAE Inc. Common Shares
CAE
$8.48B
– –
-40,800
Closed -$765K
CAG icon
3589
Conagra Brands
CAG
$7.38B
– –
-721,881
Closed -$23.5M
CBAT icon
3590
CBAK Energy Technology Ltd
CBAT
$64.5M
– –
-11,100
Closed -$13.9K
CBRL icon
3591
Cracker Barrel
CBRL
$1.31B
– –
-103,132
Closed -$4.68M
CBU icon
3592
Community Bank
CBU
$3.44B
– –
-14,008
Closed -$813K
CCC
3593
CCC Intelligent Solutions
CCC
$4.13B
– –
-191,200
Closed -$2.11M
CDRO icon
3594
Codere Online
CDRO
$413M
– –
-89,121
Closed -$712K
CELC icon
3595
Celcuity
CELC
$4.26B
– –
-11,045
Closed -$165K
CELH icon
3596
Celsius Holdings
CELH
$7.27B
– –
-127,000
Closed -$3.98M
CERT icon
3597
Certara
CERT
$1.25B
– –
-113,500
Closed -$1.33M
CEVA icon
3598
CEVA Inc
CEVA
$861M
– –
-51,300
Closed -$1.24M
CFR icon
3599
Cullen/Frost Bankers
CFR
$10.5B
– –
-46,000
Closed -$5.15M
CGCB icon
3600
Capital Group Core Bond ETF
CGCB
$5.79B
– –
-12,400
Closed -$334K
142 143
144
145 146

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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.