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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
+16.99%
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
$75.2B
AUM Growth
+$9.1B
Cap. Flow
+$1.81B
Cap. Flow %
2.4%
Top 10 Hldgs %
12.06%
Holding
4,018
New
612
Increased
1,577
Reduced
1,314
Closed
496

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$798M
2
NFLX icon
Netflix
NFLX
+$608M
3
UNH icon
UnitedHealth
UNH
+$517M
4
AAPL icon
Apple
AAPL
+$461M
5
GEV icon
GE Vernova
GEV
+$296M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$527M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
3
META icon
Meta Platforms (Facebook)
META
+$362M
4
AMD icon
Advanced Micro Devices
AMD
+$328M
5
PLTR icon
Palantir
PLTR
+$327M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.53%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELAN icon
3626
Elanco Animal Health
ELAN
$11.2B
– –
-33,144
Closed -$348K
PDC
3627
Perpetuals.com Ltd
PDC
$21.4M
– –
-13,089
Closed -$30.4K
EMBC icon
3628
Embecta
EMBC
$293M
– –
-46,448
Closed -$592K
EMR icon
3629
Emerson Electric
EMR
$91.3B
– –
-91,500
Closed -$10M
ENS icon
3630
EnerSys
ENS
$7.16B
– –
-8,400
Closed -$769K
ENTG icon
3631
Entegris
ENTG
$25B
– –
-175,110
Closed -$15.3M
EQIX icon
3632
Equinix
EQIX
$106B
– –
-26,770
Closed -$21.8M
ERO icon
3633
Ero Copper
ERO
$3.57B
– –
-125,100
Closed -$1.52M
ERX icon
3634
Direxion Daily Energy Bull 2X ETF
ERX
$244M
– –
-8,000
Closed -$522K
ESGD icon
3635
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-3,200
Closed -$261K
ESGR
3636
DELISTED
Enstar Group
ESGR
– –
-89,572
Closed -$29.8M
ESGV icon
3637
Vanguard ESG US Stock ETF
ESGV
$13.7B
– –
-2,500
Closed -$245K
ESI icon
3638
Element Solutions
ESI
$9.5B
– –
-557,500
Closed -$12.6M
ETN icon
3639
Eaton
ETN
$176B
– –
-6,148
Closed -$1.67M
EVR icon
3640
Evercore
EVR
$12B
– –
-212,400
Closed -$42.4M
EWQ icon
3641
iShares MSCI France ETF
EWQ
$332M
– –
-20,000
Closed -$796K
EWS icon
3642
iShares MSCI Singapore ETF
EWS
$1.16B
– –
-79,300
Closed -$1.88M
EWU icon
3643
iShares MSCI United Kingdom ETF
EWU
$4.13B
– –
-179,000
Closed -$6.71M
EXPE icon
3644
Expedia Group
EXPE
$39.5B
– –
-294,693
Closed -$49.5M
EZBC icon
3645
Franklin Bitcoin ETF
EZBC
$375M
– –
-11,700
Closed -$559K
FBIO icon
3646
Fortress Biotech
FBIO
$99.7M
– –
-32,000
Closed -$49.9K
FBK icon
3647
FB Financial Corp
FBK
$3.09B
– –
-37,862
Closed -$1.76M
FDIS icon
3648
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
– –
-6,800
Closed -$575K
FENG
3649
Phoenix New Media
FENG
$18.4M
– –
-11,865
Closed -$27.6K
FENY icon
3650
Fidelity MSCI Energy Index ETF
FENY
$2.06B
– –
-68,400
Closed -$1.75M
144 145
146
147 148

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Jim Simons's Q2 2025 Portfolio in Review

As of Q2 2025, Jim Simons held 4,018 positions worth $75.2B, up 14% from $66.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q2 2025 filing shows 612 new, 1,577 increased, 1,314 reduced and 496 closed positions. Its largest new stake was UnitedHealth: 1,352,129 shares worth $422M. The largest sale was Broadcom, an estimated $527M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2025 buy was UnitedHealth: 1,352,129 shares worth $422M.
  • Jim Simons added most to NVIDIA in Q2 2025, an estimated $798M increase.
  • Jim Simons's biggest Q2 2025 reduction was Broadcom, cutting an estimated $527M.
  • Jim Simons fully exited Advanced Micro Devices in Q2 2025, selling an estimated $328M.
  • Jim Simons's ten largest holdings make up 12% of its $75.2B portfolio in Q2 2025.
  • Jim Simons opened 612 new positions and closed 496 in Q2 2025.
  • Jim Simons's portfolio value rose 14% quarter-over-quarter to $75.2B.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.