We are live on ! Find out more
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
DFSV
3601
Dimensional US Small Cap Value ETF
DFSV
$8.35B
– –
-67,900
Closed -$1.95M
DGII icon
3602
Digi International
DGII
$3.24B
– –
-56,884
Closed -$1.3M
DGS icon
3603
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
– –
-24,300
Closed -$1.25M
DISV icon
3604
Dimensional International Small Cap Value ETF
DISV
$5.15B
– –
-22,500
Closed -$605K
DKNG icon
3605
DraftKings
DKNG
$12.6B
– –
-1,954,657
Closed -$74.6M
DNB
3606
DELISTED
Dun & Bradstreet
DNB
– –
-177,800
Closed -$1.65M
DOG
3607
ProShares Short Dow30
DOG
$87.2M
– –
-43,900
Closed -$1.27M
DXJ icon
3608
WisdomTree Japan Hedged Equity Fund
DXJ
$7.54B
– –
-7,200
Closed -$812K
DYN icon
3609
Dyne Therapeutics
DYN
$5.03B
– –
-126,000
Closed -$4.45M
EA
3610
DELISTED
Electronic Arts
EA
– –
-221,064
Closed -$30.8M
EAF icon
3611
GrafTech
EAF
$199M
– –
-32,226
Closed -$313K
EBAY icon
3612
eBay
EBAY
$46.2B
– –
-929,340
Closed -$49.9M
ECH icon
3613
iShares MSCI Chile ETF
ECH
$1.04B
– –
-10,200
Closed -$264K
EDIT icon
3614
Editas Medicine
EDIT
$447M
– –
-98,429
Closed -$460K
EFSC icon
3615
Enterprise Financial Services Corp
EFSC
$2.4B
– –
-49,489
Closed -$2.02M
EGP icon
3616
EastGroup Properties
EGP
$10.9B
– –
-26,800
Closed -$4.56M
EMLP icon
3617
First Trust North American Energy Infrastructure Fund
EMLP
$4.14B
– –
-25,600
Closed -$780K
ENB icon
3618
Enbridge
ENB
$113B
– –
-88,953
Closed -$3.17M
ENOV icon
3619
Enovis
ENOV
$1.39B
– –
-72,967
Closed -$3.3M
EQIX icon
3620
Equinix
EQIX
$104B
– –
-30,870
Closed -$23.4M
EQT icon
3621
EQT Corp
EQT
$33.8B
– –
-899,864
Closed -$33.3M
ERY icon
3622
Direxion Daily Energy Bear 2X ETF
ERY
$36.7M
– –
-8,800
Closed -$202K
OIO
3623
OIO Group
OIO
$619M
– –
-3,367
Closed -$12.1K
ETR icon
3624
Entergy
ETR
$50.1B
– –
-326,400
Closed -$17.5M
EVGN icon
3625
Evogene
EVGN
$9.66M
– –
-4,470
Closed -$29.1K
143 144
145
146 147

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.