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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
INBX icon
3726
Inhibrx
INBX
$1.36B
– –
-25,100
Closed -$393K
INM icon
3727
InMed Pharmaceuticals
INM
$7.8M
– –
-2,515
Closed -$11.9K
IPW icon
3728
iPower
IPW
$801K
– –
-8
Closed -$30K
IRT icon
3729
Independence Realty Trust
IRT
$3.93B
– –
-37,195
Closed -$762K
IWX icon
3730
iShares Russell Top 200 Value ETF
IWX
$4.04B
– –
-9,200
Closed -$748K
IXJ icon
3731
iShares Global Healthcare ETF
IXJ
$4.23B
– –
-7,300
Closed -$717K
IYH icon
3732
iShares US Healthcare ETF
IYH
$3.76B
– –
-15,300
Closed -$995K
IYJ icon
3733
iShares US Industrials ETF
IYJ
$1.95B
– –
-2,700
Closed -$361K
JBGS
3734
JBG SMITH
JBGS
$667M
– –
-60,700
Closed -$1.06M
JBI icon
3735
Janus International
JBI
$690M
– –
-409,700
Closed -$4.14M
JEF icon
3736
Jefferies Financial Group
JEF
$12.7B
– –
-115,689
Closed -$7.12M
JMBS icon
3737
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.73B
– –
-52,200
Closed -$2.44M
JNUG icon
3738
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$540M
– –
-14,491
Closed -$684K
JXN icon
3739
Jackson Financial
JXN
$8.75B
– –
-24,700
Closed -$2.25M
KALA icon
3740
KALA BIO
KALA
$16.3M
– –
-429
Closed -$122K
KALU icon
3741
Kaiser Aluminum
KALU
$3.16B
– –
-48,100
Closed -$3.49M
KB icon
3742
KB Financial Group
KB
$41.3B
– –
-50,800
Closed -$3.14M
KHC icon
3743
Kraft Heinz
KHC
$29.2B
– –
-9,000
Closed -$316K
KLG
3744
DELISTED
WK Kellogg Co
KLG
– –
-78,500
Closed -$1.34M
KMI icon
3745
Kinder Morgan
KMI
$70.1B
– –
-2,823,531
Closed -$62.4M
KNG icon
3746
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
– –
-34,300
Closed -$1.87M
KNX icon
3747
Knight Transportation
KNX
$11.2B
– –
-68,827
Closed -$3.71M
KOMP icon
3748
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.82B
– –
-9,600
Closed -$474K
KRKR
3749
36Kr Holdings
KRKR
$6.24M
– –
-775
Closed -$4.57K
KSS icon
3750
Kohl's
KSS
$2.1B
– –
-28,800
Closed -$608K
148 149
150
151 152

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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.