We are live on ! Find out more
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
+2.8%
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
$64.5B
AUM Growth
-$11.3B
Cap. Flow
-$10.1B
Cap. Flow %
-15.68%
Top 10 Hldgs %
12.13%
Holding
3,923
New
466
Increased
1,028
Reduced
1,682
Closed
737

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$616M
2
NFLX icon
Netflix
NFLX
+$481M
3
MU icon
Micron Technology
MU
+$416M
4
TSLA icon
Tesla
TSLA
+$416M
5
PG icon
Procter & Gamble
PG
+$322M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$885M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$463M
4
APP icon
Applovin
APP
+$430M
5
META icon
Meta Platforms (Facebook)
META
+$354M

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Healthcare 15.77%
3 Consumer Discretionary 13.88%
4 Industrials 9.94%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGP icon
3726
Invesco S&P 500 GARP ETF
SPGP
$2.31B
– –
-4,600
Closed -$523K
SPHY icon
3727
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
– –
-734,100
Closed -$17.6M
SPIB icon
3728
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-186,100
Closed -$6.31M
SPMD icon
3729
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
– –
-10,100
Closed -$578K
SPNS
3730
DELISTED
Sapiens International
SPNS
– –
-559,003
Closed -$24M
SPNT icon
3731
SiriusPoint
SPNT
$2.62B
– –
-15,300
Closed -$277K
SPR
3732
DELISTED
Spirit AeroSystems
SPR
– –
-102,300
Closed -$3.95M
SPSB icon
3733
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-2,072,017
Closed -$62.8M
SPTS icon
3734
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
– –
-961,800
Closed -$28.2M
SPXC icon
3735
SPX Corp
SPXC
$10.9B
– –
-54,800
Closed -$10.2M
SPYV icon
3736
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-28,800
Closed -$1.59M
SRFM icon
3737
Surf Air Mobility
SRFM
$98.9M
– –
-720,211
Closed -$3.09M
SRG
3738
Seritage Growth Properties
SRG
$135M
– –
-105,500
Closed -$448K
STAG icon
3739
STAG Industrial
STAG
$7.08B
– –
-129,300
Closed -$4.56M
STBA icon
3740
S&T Bancorp
STBA
$1.81B
– –
-9,800
Closed -$368K
STGW icon
3741
Stagwell
STGW
$2.27B
– –
-304,800
Closed -$1.72M
STT icon
3742
State Street
STT
$51.4B
– –
-109,631
Closed -$12.7M
SUB icon
3743
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-415,800
Closed -$44.4M
SXTC icon
3744
China SXT Pharmaceuticals
SXTC
$1.87M
– –
-4
Closed -$69.9K
SY
3745
So-Young International
SY
$222M
– –
-562,528
Closed -$2.18M
SYNX icon
3746
Silynxcom
SYNX
$6.97M
– –
-12,300
Closed -$18.2K
TAIT
3747
DELISTED
Taitron Components
TAIT
– –
-286,139
Closed -$710K
TAL icon
3748
TAL Education Group
TAL
$6.75B
– –
-2,024,700
Closed -$22.7M
TAOP icon
3749
Taoping
TAOP
$8.24M
– –
-10,038
Closed -$28.9K
TDG icon
3750
TransDigm Group
TDG
$68.7B
– –
-1,200
Closed -$1.58M
148 149
150
151 152

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jim Simons's Q4 2025 Portfolio in Review

As of Q4 2025, Jim Simons held 3,923 positions worth $64.5B, down 15% from $75.8B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $10.1B in Q4 2025, closing 737 positions and reducing 1,682 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $354M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in ServiceNow worth $204M.

  • Jim Simons's largest Q4 2025 buy was ServiceNow: 1,331,977 shares worth $204M.
  • Jim Simons added most to Costco in Q4 2025, an estimated $616M increase.
  • Jim Simons's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $885M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $354M.
  • Jim Simons's ten largest holdings make up 12% of its $64.5B portfolio in Q4 2025.
  • Jim Simons opened 466 new positions and closed 737 in Q4 2025.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $64.5B.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.