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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
ELTX icon
3601
Elicio Therapeutics
ELTX
$82.7M
– –
-11,761
Closed -$89K
ELV icon
3602
Elevance Health
ELV
$86.4B
– –
-7,973
Closed -$4.13M
ENPH icon
3603
Enphase Energy
ENPH
$5.39B
– –
-274,600
Closed -$33.2M
ENSC icon
3604
Ensysce Biosciences
ENSC
$5.35M
– –
-704
Closed -$8K
EOLS icon
3605
Evolus
EOLS
$530M
– –
-27,000
Closed -$378K
EOG icon
3606
EOG Resources
EOG
$74.2B
– –
-188,000
Closed -$24M
EQH icon
3607
Equitable Holdings
EQH
$14.4B
– –
-68,200
Closed -$2.59M
ERII icon
3608
Energy Recovery
ERII
$399M
– –
-162,000
Closed -$2.56M
ERNA icon
3609
Eterna Therapeutics
ERNA
$5.02M
– –
-27
Closed -$24K
ERX icon
3610
Direxion Daily Energy Bull 2X ETF
ERX
$244M
– –
-27,000
Closed -$1.91M
ESGE icon
3611
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
– –
-30,000
Closed -$967K
ESS icon
3612
Essex Property Trust
ESS
$18.5B
– –
-64,026
Closed -$15.7M
ESTA icon
3613
Establishment Labs
ESTA
$2.25B
– –
-13,300
Closed -$677K
EUDA icon
3614
EUDA Health Holdings
EUDA
$41.9M
– –
-678
Closed -$24K
EUFN icon
3615
iShares MSCI Europe Financials ETF
EUFN
$4.3B
– –
-97,900
Closed -$2.23M
EVH icon
3616
Evolent Health
EVH
$527M
– –
-80,199
Closed -$2.63M
EVRG icon
3617
Evergy
EVRG
$19.3B
– –
-227,202
Closed -$12.1M
EWA icon
3618
iShares MSCI Australia ETF
EWA
$1.45B
– –
-31,300
Closed -$772K
EWC icon
3619
iShares MSCI Canada ETF
EWC
$6.55B
– –
-8,300
Closed -$318K
EWG icon
3620
iShares MSCI Germany ETF
EWG
$1.67B
– –
-123,000
Closed -$3.9M
EWH icon
3621
iShares MSCI Hong Kong ETF
EWH
$1.21B
– –
-131,900
Closed -$2.05M
EWI icon
3622
iShares MSCI Italy ETF
EWI
$1.08B
– –
-20,100
Closed -$758K
EWQ icon
3623
iShares MSCI France ETF
EWQ
$332M
– –
-53,000
Closed -$2.19M
EWTX icon
3624
Edgewise Therapeutics
EWTX
$4.69B
– –
-45,400
Closed -$828K
EWU icon
3625
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-118,300
Closed -$4.05M
143 144
145
146 147

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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.