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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
+10.43%
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
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INFA
3701
DELISTED
Informatica
INFA
– –
-162,100
Closed -$5.01M
INVZ icon
3702
Innoviz Technologies
INVZ
$115M
– –
-308,997
Closed -$287K
IPAR icon
3703
Interparfums
IPAR
$3.84B
– –
-25,638
Closed -$2.97M
ITA icon
3704
iShares US Aerospace & Defense ETF
ITA
$15B
– –
-17,600
Closed -$2.32M
ITRM
3705
DELISTED
Iterum Therapeutics
ITRM
– –
-64,022
Closed -$73.3K
IUSG icon
3706
iShares Core S&P US Growth ETF
IUSG
$33.6B
– –
-13,300
Closed -$1.7M
IVVD icon
3707
Invivyd
IVVD
$203M
– –
-382,818
Closed -$421K
IWB icon
3708
iShares Russell 1000 ETF
IWB
$50B
– –
-20,900
Closed -$6.22M
IWO icon
3709
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-3,600
Closed -$945K
IWP icon
3710
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
– –
-3,900
Closed -$430K
IWY icon
3711
iShares Russell Top 200 Growth ETF
IWY
$16.4B
– –
-16,700
Closed -$3.58M
IYC icon
3712
iShares US Consumer Discretionary ETF
IYC
$1.22B
– –
-9,600
Closed -$780K
JEPQ icon
3713
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.3B
– –
-152,036
Closed -$8.44M
JETS icon
3714
US Global Jets ETF
JETS
$827M
– –
-16,700
Closed -$328K
JIRE icon
3715
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
– –
-6,900
Closed -$432K
JL icon
3716
J-Long Group
JL
$19.4M
– –
-3,697
Closed -$19.2K
JNJ icon
3717
Johnson & Johnson
JNJ
$626B
– –
-1,529,700
Closed -$224M
KBH icon
3718
KB Home
KBH
$3.54B
– –
-75,600
Closed -$5.31M
KE
3719
Kimball Electronics
KE
$607M
– –
-14,800
Closed -$325K
KELYA icon
3720
Kelly Services Class A
KELYA
$536M
– –
-73,908
Closed -$1.58M
KEY icon
3721
KeyCorp
KEY
$24.3B
– –
-1,683,751
Closed -$23.9M
KEYS icon
3722
Keysight
KEYS
$58.7B
– –
-19,600
Closed -$2.68M
KOF icon
3723
Coca-Cola Femsa
KOF
$23B
– –
-130,404
Closed -$11.2M
KOS icon
3724
Kosmos Energy
KOS
$1.52B
– –
-1,462,835
Closed -$8.1M
KROS icon
3725
Keros Therapeutics
KROS
$211M
– –
-14,300
Closed -$654K
147 148
149
150 151

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Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.