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
+3.01%
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
$63.9B
AUM Growth
-$531M
Cap. Flow
+$1.07B
Cap. Flow %
1.67%
Top 10 Hldgs %
11.2%
Holding
3,809
New
624
Increased
1,320
Reduced
1,262
Closed
596

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$800M
2
NVDA icon
NVIDIA
NVDA
+$304M
3
AVGO icon
Broadcom
AVGO
+$261M
4
LIN icon
Linde
LIN
+$237M
5
JPM icon
JPMorgan Chase
JPM
+$208M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$656M
2
NFLX icon
Netflix
NFLX
+$632M
3
TSLA icon
Tesla
TSLA
+$474M
4
PG icon
Procter & Gamble
PG
+$428M
5
MU icon
Micron Technology
MU
+$332M

Sector Composition

Rank Sector Weight
1 Technology 22.04%
2 Healthcare 15.35%
3 Industrials 11.13%
4 Consumer Discretionary 10.88%
5 Financials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBSI icon
3701
United Bankshares
UBSI
$6.61B
– –
-36,403
Closed -$1.4M
UCTT
3702
Ultra Clean Holdings
UCTT
$3.9B
– –
-106,400
Closed -$2.7M
FLZH
3703
Flash Sports & Media Holdings
FLZH
$71.2M
– –
-4,080
Closed -$28.6K
UHAL.B icon
3704
U-Haul Holding Co Series N
UHAL.B
$12.5B
– –
-43,400
Closed -$2.03M
UNF icon
3705
Unifirst Corp
UNF
$5.27B
– –
-41,500
Closed -$8.01M
UONE icon
3706
Urban One Class A
UONE
$23.5M
– –
-4,860
Closed -$50.1K
UPRO icon
3707
ProShares UltraPro S&P 500
UPRO
$5.7B
– –
-13,600
Closed -$1.57M
URGN icon
3708
UroGen Pharma
URGN
$2.3B
– –
-244,300
Closed -$5.72M
URTH icon
3709
iShares MSCI World ETF
URTH
$8.32B
– –
-8,500
Closed -$1.58M
USFD icon
3710
US Foods
USFD
$24.3B
– –
-396,200
Closed -$29.8M
USRT icon
3711
iShares Core US REIT ETF
USRT
$4.53B
– –
-10,799
Closed -$615K
UWM icon
3712
ProShares Ultra Russell2000
UWM
$244M
– –
-8,300
Closed -$390K
VCR icon
3713
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-519
Closed -$204K
VCSH icon
3714
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-87,145
Closed -$6.95M
VCTR icon
3715
Victory Capital Holdings
VCTR
$6.99B
– –
-21,100
Closed -$1.33M
VECO icon
3716
Veeco
VECO
$3.07B
– –
-7,000
Closed -$200K
VEEV icon
3717
Veeva Systems
VEEV
$38.4B
– –
-109,640
Closed -$24.5M
TONX
3718
TON Strategy Co
TONX
$172M
– –
-109,400
Closed -$218K
VFH icon
3719
Vanguard Financials ETF
VFH
$13.8B
– –
-9,300
Closed -$1.24M
VGT icon
3720
Vanguard Information Technology ETF
VGT
$147B
– –
-30,400
Closed -$2.86M
VHT icon
3721
Vanguard Health Care ETF
VHT
$19B
– –
-13,560
Closed -$3.9M
VITL icon
3722
Vital Farms
VITL
$496M
– –
-93,229
Closed -$2.98M
VLO icon
3723
Valero Energy
VLO
$93.3B
– –
-299,288
Closed -$48.7M
VLUE icon
3724
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
– –
-14,500
Closed -$1.98M
VNQ icon
3725
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-90,200
Closed -$7.98M
147 148
149
150 151

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Jim Simons's Q1 2026 Portfolio in Review

As of Q1 2026, Jim Simons held 3,809 positions worth $63.9B, down 0.82% from $64.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2026 filing shows 624 new, 1,320 increased, 1,262 reduced and 596 closed positions. Its largest new stake was Apple: 3,075,638 shares worth $781M. The largest sale was Costco, an estimated $656M.

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

  • Jim Simons's largest Q1 2026 buy was Apple: 3,075,638 shares worth $781M.
  • Jim Simons added most to NVIDIA in Q1 2026, an estimated $304M increase.
  • Jim Simons's biggest Q1 2026 reduction was Costco, cutting an estimated $656M.
  • Jim Simons fully exited Procter & Gamble in Q1 2026, selling an estimated $428M.
  • Jim Simons's ten largest holdings make up 11% of its $63.9B portfolio in Q1 2026.
  • Jim Simons opened 624 new positions and closed 596 in Q1 2026.
  • Jim Simons's portfolio value fell 0.82% quarter-over-quarter to $63.9B.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.