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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
KALA icon
3751
KALA BIO
KALA
$17.8M
– –
-228
Closed -$91K
KALV
3752
DELISTED
KalVista Pharmaceuticals
KALV
– –
-243,484
Closed -$2.89M
KB icon
3753
KB Financial Group
KB
$41.8B
– –
-15,300
Closed -$797K
KFY icon
3754
Korn Ferry
KFY
$4.33B
– –
-11,899
Closed -$782K
KGEI
3755
Kolibri Global Energy
KGEI
$204M
– –
-24,050
Closed -$75K
KMPR icon
3756
Kemper
KMPR
$1.59B
– –
-73,510
Closed -$4.55M
KNSL icon
3757
Kinsale Capital Group
KNSL
$8.56B
– –
-3,037
Closed -$1.59M
KOSS icon
3758
Koss Corp
KOSS
$34.8M
– –
-22,660
Closed -$58K
KPRX icon
3759
Kiora Pharmaceuticals
KPRX
$11.6M
– –
-1,851
Closed -$12K
KREF
3760
KKR Real Estate Finance Trust
KREF
$498M
– –
-214,600
Closed -$2.16M
KRMD icon
3761
KORU Medical Systems
KRMD
$154M
– –
-49,300
Closed -$116K
KRRO icon
3762
Korro Bio
KRRO
$193M
– –
-9,893
Closed -$890K
KRYS icon
3763
Krystal Biotech
KRYS
$9.76B
– –
-24,700
Closed -$4.39M
KSS icon
3764
Kohl's
KSS
$2.22B
– –
-495,900
Closed -$14.5M
KT icon
3765
KT
KT
$9.04B
– –
-29,993
Closed -$421K
LADR
3766
Ladder Capital
LADR
$1.27B
– –
-186,241
Closed -$2.07M
LH icon
3767
Labcorp
LH
$26.1B
– –
-106,405
Closed -$23.2M
LHX icon
3768
L3Harris
LHX
$53.6B
– –
-66,370
Closed -$14.1M
LIT icon
3769
Global X Lithium & Battery Tech ETF
LIT
$1.6B
– –
-21,600
Closed -$978K
LITE icon
3770
Lumentum
LITE
$79.1B
– –
-125,560
Closed -$5.95M
LLY icon
3771
Eli Lilly
LLY
$1.08T
– –
-130,178
Closed -$101M
LNC icon
3772
Lincoln National
LNC
$8.6B
– –
-321,474
Closed -$10.3M
LPG icon
3773
Dorian LPG
LPG
$1.98B
– –
-84,700
Closed -$3.26M
LQD icon
3774
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-125,000
Closed -$13.6M
LSCC icon
3775
Lattice Semiconductor
LSCC
$18.4B
– –
-72,300
Closed -$5.66M
149 150
151
152 153

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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.