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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
+2.8%
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
$64.5B
AUM Growth
-$11.3B
Cap. Flow
-$10.1B
Cap. Flow %
-15.68%
Top 10 Hldgs %
12.13%
Holding
3,923
New
466
Increased
1,028
Reduced
1,682
Closed
737

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$616M
2
NFLX icon
Netflix
NFLX
+$481M
3
MU icon
Micron Technology
MU
+$416M
4
TSLA icon
Tesla
TSLA
+$416M
5
PG icon
Procter & Gamble
PG
+$322M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$885M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$463M
4
APP icon
Applovin
APP
+$430M
5
META icon
Meta Platforms (Facebook)
META
+$354M

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Healthcare 15.77%
3 Consumer Discretionary 13.88%
4 Industrials 9.94%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRI icon
3651
Primerica
PRI
$9.63B
– –
-32,800
Closed -$9.1M
PRIM icon
3652
Primoris Services
PRIM
$4.42B
– –
-27,991
Closed -$3.84M
PRK icon
3653
Park National Corp
PRK
$3.67B
– –
-19,305
Closed -$3.14M
PRO
3654
DELISTED
PROS Holdings
PRO
– –
-89,839
Closed -$2.06M
PRPH
3655
DELISTED
ProPhase Labs
PRPH
– –
-1,010
Closed -$4.62K
PRSO icon
3656
Peraso
PRSO
$10.8M
– –
-30,600
Closed -$38.3K
PRTH icon
3657
Priority Technology Holdings
PRTH
$430M
– –
-239,120
Closed -$1.64M
PRU icon
3658
Prudential Financial
PRU
$42.2B
– –
-226,200
Closed -$23.5M
PSA icon
3659
Public Storage
PSA
$60.7B
– –
-87,234
Closed -$25.2M
PSX icon
3660
Phillips 66
PSX
$89.5B
– –
-86,950
Closed -$11.8M
PVAL icon
3661
Putnam Focused Large Cap Value ETF
PVAL
$13.8B
– –
-51,540
Closed -$2.2M
PVBC
3662
DELISTED
Provident Bancorp
PVBC
– –
-229,772
Closed -$2.88M
PWP icon
3663
Perella Weinberg Partners
PWP
$1.31B
– –
-25,600
Closed -$546K
AURE
3664
Aurelion Inc
AURE
$64M
– –
-4,820
Closed -$34.7K
PWZ icon
3665
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
– –
-131,800
Closed -$3.15M
QCOM icon
3666
Qualcomm
QCOM
$171B
– –
-83,261
Closed -$13.9M
RANI icon
3667
Rani Therapeutics
RANI
$88.2M
– –
-24,908
Closed -$12.4K
RBBN icon
3668
Ribbon Communications
RBBN
$356M
– –
-38,800
Closed -$147K
RBC icon
3669
RBC Bearings
RBC
$17.5B
– –
-8,000
Closed -$3.12M
REM icon
3670
iShares Mortgage Real Estate ETF
REM
$545M
– –
-18,000
Closed -$395K
REMX icon
3671
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.25B
– –
-27,900
Closed -$1.84M
LNAI
3672
Lunai Bioworks
LNAI
$10.9M
– –
-4,720
Closed -$53.6K
RERE
3673
ATRenew
RERE
$988M
– –
-276,000
Closed -$1.27M
RGEN icon
3674
Repligen
RGEN
$9.3B
– –
-109,404
Closed -$14.6M
RKT icon
3675
Rocket Companies
RKT
$40.5B
– –
-3,431,394
Closed -$66.5M
145 146
147
148 149

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Jim Simons's Q4 2025 Portfolio in Review

As of Q4 2025, Jim Simons held 3,923 positions worth $64.5B, down 15% from $75.8B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $10.1B in Q4 2025, closing 737 positions and reducing 1,682 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $354M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in ServiceNow worth $204M.

  • Jim Simons's largest Q4 2025 buy was ServiceNow: 1,331,977 shares worth $204M.
  • Jim Simons added most to Costco in Q4 2025, an estimated $616M increase.
  • Jim Simons's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $885M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $354M.
  • Jim Simons's ten largest holdings make up 12% of its $64.5B portfolio in Q4 2025.
  • Jim Simons opened 466 new positions and closed 737 in Q4 2025.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $64.5B.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.