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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
+3.01%
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
$63.9B
AUM Growth
-$531M
Cap. Flow
+$1.07B
Cap. Flow %
1.67%
Top 10 Hldgs %
11.2%
Holding
3,809
New
624
Increased
1,320
Reduced
1,262
Closed
596

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$800M
2
NVDA icon
NVIDIA
NVDA
+$304M
3
AVGO icon
Broadcom
AVGO
+$261M
4
LIN icon
Linde
LIN
+$237M
5
JPM icon
JPMorgan Chase
JPM
+$208M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$656M
2
NFLX icon
Netflix
NFLX
+$632M
3
TSLA icon
Tesla
TSLA
+$474M
4
PG icon
Procter & Gamble
PG
+$428M
5
MU icon
Micron Technology
MU
+$332M

Sector Composition

Rank Sector Weight
1 Technology 22.04%
2 Healthcare 15.35%
3 Industrials 11.13%
4 Consumer Discretionary 10.88%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
3626
RTX Corp
RTX
$302B
– –
-261,246
Closed -$47.9M
RWL icon
3627
Invesco S&P 500 Revenue ETF
RWL
$9.95B
– –
-8,900
Closed -$1.02M
RXO icon
3628
RXO
RXO
$3.54B
– –
-141,800
Closed -$1.79M
RY icon
3629
Royal Bank of Canada
RY
$292B
– –
-163,394
Closed -$27.9M
SANM icon
3630
Sanmina
SANM
$10.9B
– –
-26,833
Closed -$4.03M
ECHO
3631
EchoStar
ECHO
$25.6B
– –
-180,087
Closed -$19.6M
SBRA icon
3632
Sabra Healthcare REIT
SBRA
$5.07B
– –
-67,660
Closed -$1.28M
SBUX icon
3633
Starbucks
SBUX
$122B
– –
-1,331,884
Closed -$112M
SCHB icon
3634
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-143,700
Closed -$3.77M
SCHK icon
3635
Schwab 1000 Index ETF
SCHK
$5.92B
– –
-50,800
Closed -$1.67M
SCHO icon
3636
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-39,823
Closed -$970K
SCHW
3637
Charles Schwab
SCHW
$186B
– –
-1,810,741
Closed -$181M
SEMR
3638
DELISTED
Semrush
SEMR
– –
-453,000
Closed -$5.39M
SGHC icon
3639
SGHC Ltd
SGHC
$6.59B
– –
-20,100
Closed -$240K
SHAK icon
3640
Shake Shack
SHAK
$2.9B
– –
-252,000
Closed -$20.5M
SHCO
3641
DELISTED
Soho House & Co
SHCO
– –
-77,800
Closed -$697K
SHEL icon
3642
Shell
SHEL
$250B
– –
-881,376
Closed -$64.8M
SHG icon
3643
Shinhan Financial Group
SHG
$34.3B
– –
-70,800
Closed -$3.8M
SHOP icon
3644
Shopify
SHOP
$196B
– –
-3,904
Closed -$629K
SHW icon
3645
Sherwin-Williams
SHW
$88.5B
– –
-84,780
Closed -$27.5M
SJNK icon
3646
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
– –
-139,100
Closed -$3.52M
SKYY icon
3647
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-1,700
Closed -$221K
SLQD icon
3648
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
-31,582
Closed -$1.6M
SMG icon
3649
ScottsMiracle-Gro
SMG
$3.61B
– –
-54,500
Closed -$3.18M
SMP icon
3650
Standard Motor Products
SMP
$889M
– –
-38,303
Closed -$1.41M
144 145
146
147 148

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Jim Simons's Q1 2026 Portfolio in Review

As of Q1 2026, Jim Simons held 3,809 positions worth $63.9B, down 0.82% from $64.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2026 filing shows 624 new, 1,320 increased, 1,262 reduced and 596 closed positions. Its largest new stake was Apple: 3,075,638 shares worth $781M. The largest sale was Costco, an estimated $656M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Healthcare and Industrials.

  • Jim Simons's largest Q1 2026 buy was Apple: 3,075,638 shares worth $781M.
  • Jim Simons added most to NVIDIA in Q1 2026, an estimated $304M increase.
  • Jim Simons's biggest Q1 2026 reduction was Costco, cutting an estimated $656M.
  • Jim Simons fully exited Procter & Gamble in Q1 2026, selling an estimated $428M.
  • Jim Simons's ten largest holdings make up 11% of its $63.9B portfolio in Q1 2026.
  • Jim Simons opened 624 new positions and closed 596 in Q1 2026.
  • Jim Simons's portfolio value fell 0.82% quarter-over-quarter to $63.9B.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.