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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
CROX icon
3626
Crocs
CROX
$6.27B
– –
-86,500
Closed -$12.5M
CRVO icon
3627
CervoMed
CRVO
$41.3M
– –
-47,933
Closed -$700K
CSGP icon
3628
CoStar Group
CSGP
$12.4B
– –
-175,180
Closed -$13.2M
CSL icon
3629
Carlisle Companies
CSL
$15.4B
– –
-51,700
Closed -$23.3M
CTAS icon
3630
Cintas
CTAS
$82.1B
– –
-455,427
Closed -$93.8M
CTOS icon
3631
Custom Truck One Source
CTOS
$2.46B
– –
-63,000
Closed -$217K
CURV icon
3632
Torrid Holdings
CURV
$226M
– –
-173,900
Closed -$683K
CVS icon
3633
CVS Health
CVS
$120B
– –
-967,153
Closed -$60.8M
CXM icon
3634
Sprinklr
CXM
$1.57B
– –
-11,500
Closed -$88.9K
DALN
3635
DELISTED
DallasNews
DALN
– –
-195,239
Closed -$818K
DAVA icon
3636
Endava
DAVA
$157M
– –
-54,700
Closed -$1.4M
DBEF icon
3637
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.43B
– –
-25,100
Closed -$1.05M
DDM icon
3638
ProShares Ultra Dow30
DDM
$544M
– –
-23,000
Closed -$1.1M
DEO icon
3639
Diageo
DEO
$51.9B
– –
-63,200
Closed -$8.87M
DFAI
3640
Dimensional International Core Equity Market ETF
DFAI
$18B
– –
-16,800
Closed -$534K
DFIC icon
3641
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
– –
-27,463
Closed -$773K
DGRO icon
3642
iShares Core Dividend Growth ETF
DGRO
$43.8B
– –
-55,600
Closed -$3.49M
DGRW icon
3643
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-53,400
Closed -$4.44M
DGX icon
3644
Quest Diagnostics
DGX
$26.3B
– –
-38,100
Closed -$5.92M
DHC
3645
Diversified Healthcare Trust
DHC
$2.03B
– –
-413,300
Closed -$1.73M
DNTH icon
3646
Dianthus Therapeutics
DNTH
$6.16B
– –
-55,416
Closed -$1.52M
DOW icon
3647
Dow Inc
DOW
$22.2B
– –
-884,300
Closed -$48.3M
DRI icon
3648
Darden Restaurants
DRI
$25.2B
– –
-338,100
Closed -$55.5M
DRV icon
3649
Direxion Daily Real Estate Bear 3X ETF
DRV
$26.6M
– –
-59,400
Closed -$1.38M
DSX.WS icon
3650
Diana Shipping Inc Warrants exp 2026
DSX.WS
$4.05M
– –
-41,811
Closed -$18.8K
144 145
146
147 148

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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.