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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
EXK
3626
Endeavour Silver
EXK
$3.05B
– –
-299,600
Closed -$722K
EYE icon
3627
National Vision
EYE
$1.51B
– –
-205,500
Closed -$4.55M
EZU icon
3628
iShare MSCI Eurozone ETF
EZU
$9.96B
– –
-24,800
Closed -$1.27M
FALN icon
3629
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
– –
-45,863
Closed -$1.23M
FANG icon
3630
Diamondback Energy
FANG
$55.9B
– –
-9,268
Closed -$1.84M
FAZ
3631
Direxion Daily Financial Bear 3x ETF
FAZ
$84.2M
– –
-1,640
Closed -$161K
FBT icon
3632
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
– –
-4,300
Closed -$661K
FBTC icon
3633
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
– –
-14,500
Closed -$900K
FCG icon
3634
First Trust Natural Gas ETF
FCG
$639M
– –
-9,400
Closed -$258K
FCUV icon
3635
Focus Universal
FCUV
$3.89M
– –
-235
Closed -$38K
FDMT icon
3636
4D Molecular Therapeutics
FDMT
$609M
– –
-69,833
Closed -$2.23M
FDN icon
3637
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
– –
-4,200
Closed -$861K
FEAM icon
3638
5E Advanced Materials
FEAM
$67.3M
– –
-574
Closed -$18K
FENC icon
3639
Fennec Pharmaceuticals
FENC
$423M
– –
-139,900
Closed -$1.56M
FENY icon
3640
Fidelity MSCI Energy Index ETF
FENY
$2.06B
– –
-75,300
Closed -$1.95M
FEZ icon
3641
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
– –
-17,600
Closed -$925K
KYNB
3642
Kyntra Bio
KYNB
$28.5M
– –
-6,660
Closed -$391K
FHLC icon
3643
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
– –
-11,900
Closed -$830K
FIVN icon
3644
FIVE9
FIVN
$2.53B
– –
-121,400
Closed -$7.54M
FLJP icon
3645
Franklin FTSE Japan ETF
FLJP
$4.14B
– –
-9,000
Closed -$279K
FLNT
3646
Fluent
FLNT
$132M
– –
-8,667
Closed -$26K
FLWS icon
3647
1-800-Flowers.com
FLWS
$261M
– –
-89,700
Closed -$971K
FLYW icon
3648
Flywire
FLYW
$2.22B
– –
-502,501
Closed -$12.5M
FNDC icon
3649
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
– –
-11,500
Closed -$408K
FNDF icon
3650
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
– –
-110,400
Closed -$3.93M
144 145
146
147 148

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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.