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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
+16.99%
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
$75.2B
AUM Growth
+$9.1B
Cap. Flow
+$1.81B
Cap. Flow %
2.4%
Top 10 Hldgs %
12.06%
Holding
4,018
New
612
Increased
1,577
Reduced
1,314
Closed
496

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$798M
2
NFLX icon
Netflix
NFLX
+$608M
3
UNH icon
UnitedHealth
UNH
+$517M
4
AAPL icon
Apple
AAPL
+$461M
5
GEV icon
GE Vernova
GEV
+$296M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$527M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
3
META icon
Meta Platforms (Facebook)
META
+$362M
4
AMD icon
Advanced Micro Devices
AMD
+$328M
5
PLTR icon
Palantir
PLTR
+$327M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.53%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICSH icon
3701
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
– –
-2,257,100
Closed -$114M
IDV icon
3702
iShares International Select Dividend ETF
IDV
$8.51B
– –
-17,100
Closed -$530K
IDYA icon
3703
IDEAYA Biosciences
IDYA
$3.55B
– –
-357,600
Closed -$5.86M
IE icon
3704
Ivanhoe Electric
IE
$1.72B
– –
-192,800
Closed -$1.12M
IEFA icon
3705
iShares Core MSCI EAFE ETF
IEFA
$196B
– –
-226,100
Closed -$17.1M
IHDG icon
3706
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
– –
-43,700
Closed -$1.9M
IJS icon
3707
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
– –
-23,600
Closed -$2.3M
INBK icon
3708
First Internet Bancorp
INBK
$258M
– –
-9,100
Closed -$244K
INDP icon
3709
Indaptus Therapeutics
INDP
$144M
– –
-1,018
Closed -$15.7K
INFA
3710
DELISTED
Informatica
INFA
– –
-24,400
Closed -$426K
INN
3711
Summit Hotel Properties
INN
$648M
– –
-84,200
Closed -$456K
INVZ icon
3712
Innoviz Technologies
INVZ
$114M
– –
-319,800
Closed -$208K
IOO icon
3713
iShares Global 100 ETF
IOO
$9.43B
– –
-11,400
Closed -$1.1M
IRDM icon
3714
Iridium Communications
IRDM
$5.24B
– –
-296,699
Closed -$8.11M
IRM icon
3715
Iron Mountain
IRM
$37B
– –
-85,763
Closed -$7.38M
ISRG icon
3716
Intuitive Surgical
ISRG
$142B
– –
-114,530
Closed -$56.7M
ITP icon
3717
IT Tech Packaging
ITP
$2.92M
– –
-21,233
Closed -$5.82K
ITT icon
3718
ITT
ITT
$19.3B
– –
-33,200
Closed -$4.29M
IWL icon
3719
iShares Russell Top 200 ETF
IWL
$2.27B
– –
-3,500
Closed -$481K
IWM icon
3720
iShares Russell 2000 ETF
IWM
$82.2B
– –
-65,300
Closed -$13M
IXC icon
3721
iShares Global Energy ETF
IXC
$2.74B
– –
-44,800
Closed -$1.88M
IYT icon
3722
iShares US Transportation ETF
IYT
$2.27B
– –
-21,600
Closed -$1.38M
JBLU icon
3723
JetBlue
JBLU
$2.21B
– –
-1,285,000
Closed -$6.19M
JBL icon
3724
Jabil
JBL
$38.5B
– –
-117,000
Closed -$15.9M
JCSE icon
3725
JE Cleantech Holdings
JCSE
$7.77M
– –
-15,100
Closed -$16.2K
147 148
149
150 151

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Jim Simons's Q2 2025 Portfolio in Review

As of Q2 2025, Jim Simons held 4,018 positions worth $75.2B, up 14% from $66.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q2 2025 filing shows 612 new, 1,577 increased, 1,314 reduced and 496 closed positions. Its largest new stake was UnitedHealth: 1,352,129 shares worth $422M. The largest sale was Broadcom, an estimated $527M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2025 buy was UnitedHealth: 1,352,129 shares worth $422M.
  • Jim Simons added most to NVIDIA in Q2 2025, an estimated $798M increase.
  • Jim Simons's biggest Q2 2025 reduction was Broadcom, cutting an estimated $527M.
  • Jim Simons fully exited Advanced Micro Devices in Q2 2025, selling an estimated $328M.
  • Jim Simons's ten largest holdings make up 12% of its $75.2B portfolio in Q2 2025.
  • Jim Simons opened 612 new positions and closed 496 in Q2 2025.
  • Jim Simons's portfolio value rose 14% quarter-over-quarter to $75.2B.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.