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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
FNGR icon
3651
FingerMotion
FNGR
$16.9M
– –
-59,000
Closed -$124K
FOUR icon
3652
Shift4
FOUR
$3.79B
– –
-41,100
Closed -$2.71M
FOXA icon
3653
Fox Class A
FOXA
$27.5B
– –
-26,600
Closed -$832K
FREL icon
3654
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
– –
-10,600
Closed -$277K
FRHC icon
3655
Freedom Holding
FRHC
$9.35B
– –
-20,800
Closed -$1.47M
FSEA icon
3656
First Seacoast Bancorp
FSEA
$80.4M
– –
-11,932
Closed -$100K
FTGC icon
3657
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.07B
– –
-108,200
Closed -$2.57M
FUL icon
3658
H.B. Fuller
FUL
$3.24B
– –
-42,900
Closed -$3.42M
FV icon
3659
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
– –
-6,900
Closed -$395K
FWRD icon
3660
Forward Air
FWRD
$682M
– –
-229,939
Closed -$7.15M
FWRG icon
3661
First Watch Restaurant Group
FWRG
$800M
– –
-85,100
Closed -$2.1M
FXN icon
3662
First Trust Energy AlphaDEX Fund
FXN
$387M
– –
-43,900
Closed -$822K
FXR icon
3663
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$771M
– –
-3,300
Closed -$241K
GBLI icon
3664
Global Indemnity Group
GBLI
$413M
– –
-9,614
Closed -$294K
GBTC icon
3665
Grayscale Bitcoin Trust
GBTC
$9.51B
– –
-105,054
Closed -$6M
GBX icon
3666
The Greenbrier Companies
GBX
$1.42B
– –
-21,800
Closed -$1.14M
GCT icon
3667
GigaCloud Technology
GCT
$1.9B
– –
-76,200
Closed -$2.04M
GCTK icon
3668
GlucoTrack
GCTK
$2.82M
– –
-2
Closed -$4K
GEHC icon
3669
GE HealthCare
GEHC
$33.3B
– –
-226,900
Closed -$20.6M
GEVO icon
3670
Gevo
GEVO
$401M
– –
-554,700
Closed -$426K
GFL icon
3671
GFL Environmental
GFL
$15B
– –
-44,900
Closed -$1.55M
GIB icon
3672
CGI
GIB
$15.5B
– –
-53,000
Closed -$5.85M
GIL icon
3673
Gildan
GIL
$10.6B
– –
-17,900
Closed -$665K
GIS icon
3674
General Mills
GIS
$20.8B
– –
-20,663
Closed -$1.45M
GL icon
3675
Globe Life
GL
$14B
– –
-178,400
Closed -$20.8M
145 146
147
148 149

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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.