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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
+2.46%
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
HOMB icon
3701
Home BancShares
HOMB
$6.25B
– –
-10,339
Closed -$254K
HON icon
3702
Honeywell
HON
$74.5B
– –
-282,226
Closed -$54.6M
HPK icon
3703
HighPeak Energy
HPK
$945M
– –
-11,300
Closed -$178K
HPQ icon
3704
HP
HPQ
$28.4B
– –
-996,800
Closed -$30.1M
AGIG
3705
Abundia Global Impact Group
AGIG
$38.9M
– –
-2,139
Closed -$28K
HZO icon
3706
MarineMax
HZO
$1.15B
– –
-32,900
Closed -$1.09M
PPLI
3707
People Inc
PPLI
$3B
– –
-128,637
Closed -$5.63M
IAGG icon
3708
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
– –
-26,000
Closed -$1.3M
IAU icon
3709
iShares Gold Trust
IAU
$64.5B
– –
-198,500
Closed -$8.34M
IBIO icon
3710
iBio
IBIO
$69.1M
– –
-15,879
Closed -$64K
ICF icon
3711
iShares Select U.S. REIT ETF
ICF
$2.12B
– –
-6,400
Closed -$369K
IE icon
3712
Ivanhoe Electric
IE
$1.66B
– –
-175,664
Closed -$1.72M
IEO icon
3713
iShares US Oil & Gas Exploration & Production ETF
IEO
$589M
– –
-13,500
Closed -$1.44M
IEMG icon
3714
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
– –
-99,400
Closed -$5.13M
IGC icon
3715
IGC Pharma
IGC
$30.7M
– –
-141,303
Closed -$57K
IGM icon
3716
iShares Expanded Tech Sector ETF
IGM
$10.9B
– –
-9,700
Closed -$836K
IHDG icon
3717
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
– –
-44,500
Closed -$2.04M
IMO icon
3718
Imperial Oil
IMO
$63.9B
– –
-156,409
Closed -$10.8M
INAB icon
3719
IN8bio
INAB
$11.4M
– –
-3,972
Closed -$141K
ING icon
3720
ING
ING
$102B
– –
-10,275
Closed -$169K
INM icon
3721
InMed Pharmaceuticals
INM
$7.69M
– –
-1,415
Closed -$10K
INSM icon
3722
Insmed
INSM
$27.8B
– –
-133,987
Closed -$3.63M
INTC icon
3723
Intel
INTC
$527B
– –
-1,792,419
Closed -$79.2M
INVH icon
3724
Invitation Homes
INVH
$18B
– –
-173,883
Closed -$6.19M
IP icon
3725
International Paper
IP
$21.7B
– –
-509,200
Closed -$19.9M
147 148
149
150 151

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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.