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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
IPGP icon
3726
IPG Photonics
IPGP
$3.64B
– –
-48,600
Closed -$4.41M
IQ icon
3727
iQIYI
IQ
$1.3B
– –
-348,400
Closed -$1.47M
IRBT
3728
DELISTED
iRobot
IRBT
– –
-88,803
Closed -$778K
IRON icon
3729
Disc Medicine
IRON
$3.07B
– –
-8,520
Closed -$530K
IRS
3730
IRSA Inversiones y Representaciones
IRS
$1.24B
– –
-52,242
Closed -$472K
ISPC icon
3731
iSpecimen
ISPC
$3.33M
– –
-13
Closed -$2K
IUSV icon
3732
iShares Core S&P US Value ETF
IUSV
$27.9B
– –
-12,500
Closed -$1.13M
IVE icon
3733
iShares S&P 500 Value ETF
IVE
$50.2B
– –
-2,000
Closed -$374K
IVLU icon
3734
iShares MSCI Intl Value Factor ETF
IVLU
$4.55B
– –
-44,400
Closed -$1.25M
IVW icon
3735
iShares S&P 500 Growth ETF
IVW
$78B
– –
-11,800
Closed -$996K
IWS icon
3736
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
– –
-16,400
Closed -$2.06M
IXC icon
3737
iShares Global Energy ETF
IXC
$2.73B
– –
-23,800
Closed -$1.02M
IXN icon
3738
iShares Global Tech ETF
IXN
$9.51B
– –
-18,000
Closed -$1.35M
IYE icon
3739
iShares US Energy ETF
IYE
$1.79B
– –
-31,700
Closed -$1.57M
IYG icon
3740
iShares US Financial Services ETF
IYG
$2.23B
– –
-4,400
Closed -$292K
IYH icon
3741
iShares US Healthcare ETF
IYH
$3.76B
– –
-15,800
Closed -$978K
IYR icon
3742
iShares US Real Estate ETF
IYR
$4.58B
– –
-32,900
Closed -$2.96M
IYT icon
3743
iShares US Transportation ETF
IYT
$2.3B
– –
-3,700
Closed -$260K
IYZ icon
3744
iShares US Telecommunications ETF
IYZ
$1.24B
– –
-47,800
Closed -$1.05M
JANX icon
3745
Janux Therapeutics
JANX
$993M
– –
-92,899
Closed -$3.5M
JCPB icon
3746
JPMorgan Core Plus Bond ETF
JCPB
$14.2B
– –
-11,000
Closed -$513K
JEPI icon
3747
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
– –
-138,538
Closed -$8.02M
NEXR
3748
Nexera Technologies Ltd
NEXR
$1.51M
– –
0
– -$4K
JOE icon
3749
St. Joe Company
JOE
$3.92B
– –
-22,600
Closed -$1.31M
JPM icon
3750
JPMorgan Chase
JPM
$966B
– –
-310,642
Closed -$62.2M
148 149
150
151 152

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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.