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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
+1.01%
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
$66.1B
AUM Growth
-$1.48B
Cap. Flow
+$425M
Cap. Flow %
0.64%
Top 10 Hldgs %
10.65%
Holding
3,989
New
456
Increased
1,472
Reduced
1,441
Closed
583

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$513M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$412M
3
META icon
Meta Platforms (Facebook)
META
+$354M
4
NOW icon
ServiceNow
NOW
+$262M
5
AAL icon
American Airlines Group
AAL
+$259M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$571M
2
AAPL icon
Apple
AAPL
+$571M
3
NFLX icon
Netflix
NFLX
+$388M
4
NVDA icon
NVIDIA
NVDA
+$313M
5
TSM icon
TSMC
TSM
+$211M

Sector Composition

Rank Sector Weight
1 Technology 17.32%
2 Healthcare 15.28%
3 Consumer Discretionary 11.85%
4 Financials 11.11%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVVD icon
3651
Invivyd
IVVD
$202M
– –
-167,200
Closed -$74.1K
IVW icon
3652
iShares S&P 500 Growth ETF
IVW
$77.9B
– –
-29,500
Closed -$3M
IWB icon
3653
iShares Russell 1000 ETF
IWB
$50.5B
– –
-40,500
Closed -$13M
IWD icon
3654
iShares Russell 1000 Value ETF
IWD
$84.3B
– –
-47,800
Closed -$8.85M
IWF icon
3655
iShares Russell 1000 Growth ETF
IWF
$129B
– –
-70,000
Closed -$7.03M
IWO icon
3656
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-800
Closed -$230K
IWP icon
3657
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
– –
-44,500
Closed -$5.64M
IWS icon
3658
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
– –
-11,900
Closed -$1.54M
IWY icon
3659
iShares Russell Top 200 Growth ETF
IWY
$16.7B
– –
-12,000
Closed -$2.82M
IYF icon
3660
iShares US Financials ETF
IYF
$4.44B
– –
-14,300
Closed -$1.58M
IYW icon
3661
iShares US Technology ETF
IYW
$25.7B
– –
-6,200
Closed -$989K
IZM icon
3662
ICZOOM Group
IZM
$3M
– –
-26,300
Closed -$44.4K
JD icon
3663
JD.com
JD
$39.6B
– –
-1,143,700
Closed -$39.7M
JEPI icon
3664
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
– –
-68,500
Closed -$3.94M
JKHY icon
3665
Jack Henry & Associates
JKHY
$11.1B
– –
-58,519
Closed -$10.3M
JQUA icon
3666
JPMorgan US Quality Factor ETF
JQUA
$8.66B
– –
-22,000
Closed -$1.26M
JWEL icon
3667
Jowell Global
JWEL
$7.51M
– –
-11,500
Closed -$35.6K
KBWB icon
3668
Invesco KBW Bank ETF
KBWB
$6.84B
– –
-42,900
Closed -$2.8M
KEX icon
3669
Kirby Corp
KEX
$7.26B
– –
-9,100
Closed -$963K
KEYS icon
3670
Keysight
KEYS
$60.5B
– –
-110,299
Closed -$17.7M
KFY icon
3671
Korn Ferry
KFY
$4.36B
– –
-4,300
Closed -$290K
KMT icon
3672
Kennametal
KMT
$2.32B
– –
-230,901
Closed -$5.55M
KNSL icon
3673
Kinsale Capital Group
KNSL
$8.59B
– –
-1,437
Closed -$668K
KODK icon
3674
Kodak
KODK
$978M
– –
-68,345
Closed -$449K
KOPN icon
3675
Kopin
KOPN
$898M
– –
-185,623
Closed -$252K
145 146
147
148 149

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Jim Simons's Q1 2025 Portfolio in Review

As of Q1 2025, Jim Simons held 3,989 positions worth $66.1B, down 2.2% from $67.6B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2025 filing shows 456 new, 1,472 increased, 1,441 reduced and 583 closed positions. Its largest new stake was ServiceNow: 1,361,505 shares worth $217M. The largest sale was Palantir, an estimated $571M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 21% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q1 2025 buy was ServiceNow: 1,361,505 shares worth $217M.
  • Jim Simons added most to Broadcom in Q1 2025, an estimated $513M increase.
  • Jim Simons's biggest Q1 2025 reduction was Palantir, cutting an estimated $571M.
  • Jim Simons fully exited Nike in Q1 2025, selling an estimated $197M.
  • Jim Simons's ten largest holdings make up 11% of its $66.1B portfolio in Q1 2025.
  • Jim Simons opened 456 new positions and closed 583 in Q1 2025.
  • Jim Simons's portfolio value fell 2.2% quarter-over-quarter to $66.1B.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.