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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
KVUE icon
3751
Kenvue
KVUE
$36.5B
– –
-333,712
Closed -$7.72M
KW
3752
DELISTED
Kennedy-Wilson Holdings
KW
– –
-38,800
Closed -$429K
LAB icon
3753
Standard BioTools
LAB
$308M
– –
-201,000
Closed -$388K
LAW icon
3754
CS Disco
LAW
$271M
– –
-12,400
Closed -$72.9K
LDTC
3755
DELISTED
LeddarTech
LDTC
– –
-17,700
Closed -$5.22K
LE icon
3756
Lands' End
LE
$393M
– –
-10,375
Closed -$179K
LEA icon
3757
Lear
LEA
$8.06B
– –
-139,600
Closed -$15.2M
LEGH icon
3758
Legacy Housing
LEGH
$683M
– –
-14,800
Closed -$405K
LGND icon
3759
Ligand Pharmaceuticals
LGND
$5.84B
– –
-3,000
Closed -$300K
LH icon
3760
Labcorp
LH
$26B
– –
-59,205
Closed -$13.2M
LHX icon
3761
L3Harris
LHX
$52.7B
– –
-2,500
Closed -$595K
LIN icon
3762
Linde
LIN
$222B
– –
-79,300
Closed -$37.8M
LKFN icon
3763
Lakeland Financial Corp
LKFN
$1.55B
– –
-11,751
Closed -$765K
LPL icon
3764
LG Display
LPL
$3.42B
– –
-55,235
Closed -$224K
MATW icon
3765
Matthews International
MATW
$720M
– –
-8,653
Closed -$201K
MCBS icon
3766
MetroCity Bankshares
MCBS
$1.03B
– –
-35,749
Closed -$1.09M
MDB icon
3767
MongoDB
MDB
$35.4B
– –
-68,300
Closed -$18.5M
MDIA icon
3768
Mediaco Holding
MDIA
$78.3M
– –
-16,618
Closed -$21.3K
ONT
3769
Onterris Inc
ONT
$565M
– –
-75,450
Closed -$1.98M
MELI icon
3770
Mercado Libre
MELI
$95.4B
– –
-29,706
Closed -$61M
MET icon
3771
MetLife
MET
$61.5B
– –
-99,600
Closed -$8.22M
MGA icon
3772
Magna International
MGA
$18.7B
– –
-465,884
Closed -$19.1M
MHUA
3773
DELISTED
Meihua International Medical Technologies
MHUA
– –
-132
Closed -$13.5K
MNST icon
3774
Monster Beverage
MNST
$89.5B
– –
-651,838
Closed -$17M
MOAT icon
3775
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-3,200
Closed -$310K
149 150
151
152 153

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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.