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
+2.46%
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
$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
GLD icon
3676
SPDR Gold Trust
GLD
$142B
– –
-99,600
Closed -$20.5M
GLDM icon
3677
SPDR Gold MiniShares Trust
GLDM
$29.8B
– –
-74,600
Closed -$3.29M
GLOB icon
3678
Globant
GLOB
$1.77B
– –
-42,400
Closed -$8.56M
GLPI icon
3679
Gaming and Leisure Properties
GLPI
$12.7B
– –
-178,830
Closed -$8.24M
GNRC icon
3680
Generac Holdings
GNRC
$12.8B
– –
-69,400
Closed -$8.75M
GO icon
3681
Grocery Outlet
GO
$1.07B
– –
-164,200
Closed -$4.73M
GRNT icon
3682
Granite Ridge Resources
GRNT
$665M
– –
-114,100
Closed -$742K
GRWG icon
3683
GrowGeneration
GRWG
$111M
– –
-344,110
Closed -$984K
GS icon
3684
Goldman Sachs
GS
$304B
– –
-2,000
Closed -$835K
GT icon
3685
Goodyear
GT
$1.78B
– –
-718,354
Closed -$9.86M
GUNR icon
3686
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
– –
-70,900
Closed -$2.91M
GVA icon
3687
Granite Construction
GVA
$5.41B
– –
-65,265
Closed -$3.73M
GXO icon
3688
GXO Logistics
GXO
$5.54B
– –
-306,900
Closed -$16.5M
HAIN icon
3689
Hain Celestial
HAIN
$54.2M
– –
-42,822
Closed -$337K
HAS icon
3690
Hasbro
HAS
$13.7B
– –
-212,400
Closed -$12M
HAYW icon
3691
Hayward Holdings
HAYW
$3.25B
– –
-299,447
Closed -$4.58M
HBAN icon
3692
Huntington Bancshares
HBAN
$35.9B
– –
-327,740
Closed -$4.57M
HCSG icon
3693
Healthcare Services Group
HCSG
$1.45B
– –
-29,564
Closed -$369K
HE icon
3694
Hawaiian Electric Industries
HE
$2.05B
– –
-281,600
Closed -$3.17M
HEFA icon
3695
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.81B
– –
-150,300
Closed -$5.24M
HELE icon
3696
Helen of Troy
HELE
$695M
– –
-13,010
Closed -$1.5M
HES
3697
DELISTED
Hess
HES
– –
-138,463
Closed -$21.1M
HIVE
3698
HIVE Digital Technologies
HIVE
$711M
– –
-147,900
Closed -$498K
HIW icon
3699
Highwoods Properties
HIW
$3.5B
– –
-42,300
Closed -$1.11M
HMY icon
3700
Harmony Gold Mining
HMY
$12.1B
– –
-1,090,513
Closed -$8.91M
146 147
148
149 150

Similar funds

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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.