We are live on ! Find out more
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
DTE icon
3651
DTE Energy
DTE
$28.8B
– –
-49,600
Closed -$6.37M
DUHP icon
3652
Dimensional US High Profitability ETF
DUHP
$12.7B
– –
-13,600
Closed -$463K
DVA icon
3653
DaVita
DVA
$11.4B
– –
-192,600
Closed -$31.6M
DY icon
3654
Dycom Industries
DY
$12.3B
– –
-39,500
Closed -$7.79M
EFAV icon
3655
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
– –
-33,300
Closed -$2.55M
EL icon
3656
Estee Lauder
EL
$32B
– –
-671,152
Closed -$66.9M
ELF icon
3657
e.l.f. Beauty
ELF
$5.53B
– –
-324,433
Closed -$35.4M
ENR icon
3658
Energizer
ENR
$1.53B
– –
-63,300
Closed -$2.01M
ENSC icon
3659
Ensysce Biosciences
ENSC
$6.04M
– –
-1,493
Closed -$5.38K
ENSG icon
3660
The Ensign Group
ENSG
$10.6B
– –
-12,900
Closed -$1.86M
EPC icon
3661
Edgewell Personal Care
EPC
$1.33B
– –
-115,900
Closed -$4.21M
EPI icon
3662
WisdomTree India Earnings Fund ETF
EPI
$2.04B
– –
-158,500
Closed -$8M
EPOW icon
3663
E-Power Inc
EPOW
$21.5M
– –
-19,386
Closed -$20.2K
ERX icon
3664
Direxion Daily Energy Bull 2X ETF
ERX
$243M
– –
-13,500
Closed -$801K
ES icon
3665
Eversource Energy
ES
$26.8B
– –
-332,412
Closed -$22.6M
ETN icon
3666
Eaton
ETN
$180B
– –
-175,786
Closed -$58.3M
EVRI
3667
DELISTED
Everi Holdings
EVRI
– –
-131,200
Closed -$1.72M
EWD icon
3668
iShares MSCI Sweden ETF
EWD
$584M
– –
-23,700
Closed -$1.03M
EWM icon
3669
iShares MSCI Malaysia ETF
EWM
$333M
– –
-152,200
Closed -$4.12M
EWTX icon
3670
Edgewise Therapeutics
EWTX
$4.78B
– –
-27,465
Closed -$733K
EWY icon
3671
iShares MSCI South Korea ETF
EWY
$27.1B
– –
-14,441
Closed -$924K
EXAS
3672
DELISTED
Exact Sciences
EXAS
– –
-64,600
Closed -$4.4M
EXPO icon
3673
Exponent
EXPO
$3.19B
– –
-29,500
Closed -$3.4M
EZU icon
3674
iShare MSCI Eurozone ETF
EZU
$9.93B
– –
-40,600
Closed -$2.12M
FAZ
3675
Direxion Daily Financial Bear 3x ETF
FAZ
$85.9M
– –
-4,700
Closed -$372K
145 146
147
148 149

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.