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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
GPC icon
3701
Genuine Parts
GPC
$18.2B
– –
-181,100
Closed -$25.3M
GRPN icon
3702
Groupon
GRPN
$903M
– –
-105,524
Closed -$1.03M
GSIE icon
3703
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.15B
– –
-21,400
Closed -$774K
GUSH icon
3704
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$245M
– –
-11,600
Closed -$327K
GVI icon
3705
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
– –
-30,900
Closed -$3.31M
HAE icon
3706
Haemonetics
HAE
$3.98B
– –
-42,000
Closed -$3.38M
HBAN icon
3707
Huntington Bancshares
HBAN
$36B
– –
-137,340
Closed -$2.02M
HDV
3708
iShares Core High Dividend ETF
HDV
$14.9B
– –
-12,500
Closed -$294K
HES
3709
DELISTED
Hess
HES
– –
-65,463
Closed -$8.89M
HLIT icon
3710
Harmonic Inc
HLIT
$1.29B
– –
-39,027
Closed -$569K
HNI icon
3711
HNI Corp
HNI
$3.49B
– –
-9,776
Closed -$526K
HNVR icon
3712
Hanover Bancorp
HNVR
$192M
– –
-13,600
Closed -$243K
HPQ icon
3713
HP
HPQ
$26B
– –
-456,500
Closed -$16.4M
HST icon
3714
Host Hotels & Resorts
HST
$15.5B
– –
-1,734,532
Closed -$30.5M
HSY icon
3715
Hershey
HSY
$36.2B
– –
-39,329
Closed -$7.54M
HTLD icon
3716
Heartland Express
HTLD
$936M
– –
-88,333
Closed -$1.08M
HUM icon
3717
Humana
HUM
$45.6B
– –
-444,500
Closed -$141M
HYD icon
3718
VanEck High Yield Muni ETF
HYD
$4.4B
– –
-244,100
Closed -$13M
HZO icon
3719
MarineMax
HZO
$1.15B
– –
-37,300
Closed -$1.32M
IDAI icon
3720
T Stamp
IDAI
$15.8M
– –
-1,133
Closed -$3.74K
IEX icon
3721
IDEX
IEX
$17.5B
– –
-45,725
Closed -$9.81M
IGIB icon
3722
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
– –
-113,200
Closed -$6.08M
IGLB icon
3723
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.79B
– –
-31,500
Closed -$1.69M
IHDG icon
3724
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
– –
-12,900
Closed -$590K
IKT icon
3725
Inhibikase Therapeutics
IKT
$380M
– –
-19,922
Closed -$25.9K
147 148
149
150 151

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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.