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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
CGDV icon
3601
Capital Group Dividend Value ETF
CGDV
$39B
– –
-99,000
Closed -$3.61M
CHRS icon
3602
Coherus Oncology
CHRS
$176M
– –
-432,068
Closed -$449K
CIBR icon
3603
First Trust NASDAQ Cybersecurity ETF
CIBR
$16B
– –
-63,630
Closed -$3.77M
CIFR icon
3604
Cipher Digital
CIFR
$6.82B
– –
-182,500
Closed -$706K
CIVI
3605
DELISTED
Civitas Resources
CIVI
– –
-168,132
Closed -$8.52M
CKPT
3606
DELISTED
Checkpoint Therapeutics
CKPT
– –
-88,790
Closed -$199K
CLB icon
3607
Core Laboratories
CLB
$571M
– –
-27,600
Closed -$511K
CLCO
3608
DELISTED
Cool Company
CLCO
– –
-146,800
Closed -$1.66M
CLPT icon
3609
ClearPoint Neuro
CLPT
$469M
– –
-48,900
Closed -$548K
CLSK icon
3610
CleanSpark
CLSK
$2.95B
– –
-1,443,784
Closed -$13.5M
CLW icon
3611
Clearwater Paper
CLW
$352M
– –
-172,800
Closed -$4.93M
CMCO icon
3612
Columbus McKinnon
CMCO
$550M
– –
-27,076
Closed -$975K
CMPR icon
3613
Cimpress
CMPR
$2.39B
– –
-7,200
Closed -$590K
CMTG icon
3614
Claros Mortgage Trust
CMTG
$269M
– –
-63,800
Closed -$478K
CNC icon
3615
Centene
CNC
$32.5B
– –
-729,012
Closed -$54.9M
CNMD icon
3616
CONMED
CNMD
$1.49B
– –
-76,581
Closed -$5.51M
CODI icon
3617
Compass Diversified
CODI
$921M
– –
-14,600
Closed -$323K
CONY icon
3618
YieldMax COIN Option Income Strategy ETF
CONY
$335M
– –
-1,380
Closed -$185K
COOP
3619
DELISTED
Mr. Cooper
COOP
– –
-29,799
Closed -$2.75M
CORP icon
3620
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-10,333
Closed -$1.03M
COST icon
3621
Costco
COST
$426B
– –
-31,051
Closed -$27.5M
COYA icon
3622
Coya Therapeutics
COYA
$110M
– –
-17,200
Closed -$111K
CRBU icon
3623
Caribou Biosciences
CRBU
$159M
– –
-594,200
Closed -$1.16M
CRDO icon
3624
Credo Technology Group
CRDO
$49.4B
– –
-173,038
Closed -$5.33M
CRGO icon
3625
Freightos
CRGO
$66.2M
– –
-27,627
Closed -$39.8K
143 144
145
146 147

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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.