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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
+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
FBND icon
3676
Fidelity Total Bond ETF
FBND
$27.3B
– –
-47,832
Closed -$2.24M
FCG icon
3677
First Trust Natural Gas ETF
FCG
$647M
– –
-9,600
Closed -$228K
FCNCA icon
3678
First Citizens BancShares
FCNCA
$25.5B
– –
-1,986
Closed -$3.66M
FCUV icon
3679
Focus Universal
FCUV
$4.04M
– –
-88
Closed -$9.3K
FDX icon
3680
FedEx
FDX
$76.2B
– –
-22,800
Closed -$6.24M
FHLC icon
3681
Fidelity MSCI Health Care Index ETF
FHLC
$3.4B
– –
-12,100
Closed -$881K
FIP icon
3682
FTAI Infrastructure
FIP
$537M
– –
-182,300
Closed -$1.71M
FLEX icon
3683
Flex
FLEX
$47.6B
– –
-192,054
Closed -$6.42M
FNDF icon
3684
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
– –
-27,100
Closed -$1.01M
FPE icon
3685
First Trust Preferred Securities and Income ETF
FPE
$6.33B
– –
-1,121,612
Closed -$20.3M
FRHC icon
3686
Freedom Holding
FRHC
$9.71B
– –
-5,000
Closed -$474K
FTCS icon
3687
First Trust Capital Strength ETF
FTCS
$7.94B
– –
-14,400
Closed -$1.31M
FTFT icon
3688
Future FinTech Group
FTFT
$1.55M
– –
-443
Closed -$26.6K
FXN icon
3689
First Trust Energy AlphaDEX Fund
FXN
$388M
– –
-25,100
Closed -$407K
FXNC icon
3690
First National Corp
FXNC
$286M
– –
-12,400
Closed -$217K
FXY icon
3691
Invesco CurrencyShares Japanese Yen Trust
FXY
$427M
– –
-3,700
Closed -$238K
GANX icon
3692
Gain Therapeutics
GANX
$88.7M
– –
-53,264
Closed -$94.8K
GDOT icon
3693
Green Dot
GDOT
$769M
– –
-37,700
Closed -$441K
GDXJ icon
3694
VanEck Junior Gold Miners ETF
GDXJ
$8.66B
– –
-44,600
Closed -$2.18M
GDXU icon
3695
MicroSectors Gold Miners 3x Leveraged ETN
GDXU
$1.17B
– –
-9,913
Closed -$464K
GDXD icon
3696
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$614M
– –
-243
Closed -$625K
GLNG icon
3697
Golar LNG
GLNG
$5.22B
– –
-209,292
Closed -$7.69M
GNTX icon
3698
Gentex
GNTX
$4.93B
– –
-334,496
Closed -$9.93M
GOOG icon
3699
Alphabet (Google) Class C
GOOG
$4.19T
– –
-815,000
Closed -$136M
GOVX icon
3700
GeoVax Labs
GOVX
$4.04M
– –
-10,640
Closed -$641K
146 147
148
149 150

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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.