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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
+16.99%
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
$75.2B
AUM Growth
+$9.1B
Cap. Flow
+$1.81B
Cap. Flow %
2.4%
Top 10 Hldgs %
12.06%
Holding
4,018
New
612
Increased
1,577
Reduced
1,314
Closed
496

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$798M
2
NFLX icon
Netflix
NFLX
+$608M
3
UNH icon
UnitedHealth
UNH
+$517M
4
AAPL icon
Apple
AAPL
+$461M
5
GEV icon
GE Vernova
GEV
+$296M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$527M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
3
META icon
Meta Platforms (Facebook)
META
+$362M
4
AMD icon
Advanced Micro Devices
AMD
+$328M
5
PLTR icon
Palantir
PLTR
+$327M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.53%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNSR icon
3751
LENSAR
LNSR
$74.5M
– –
-313,645
Closed -$4.43M
LNTH icon
3752
Lantheus
LNTH
$6.57B
– –
-41,100
Closed -$4.01M
LOB icon
3753
Live Oak Bancshares
LOB
$1.97B
– –
-52,400
Closed -$1.4M
LQDA icon
3754
Liquidia Corp
LQDA
$7.6B
– –
-202,100
Closed -$2.98M
LRGF icon
3755
iShares US Equity Factor ETF
LRGF
$3.71B
– –
-17,900
Closed -$1.04M
LSEA
3756
DELISTED
Landsea Homes
LSEA
– –
-300,513
Closed -$1.93M
LTBR icon
3757
Lightbridge
LTBR
$336M
– –
-110,200
Closed -$822K
LTC
3758
LTC Properties
LTC
$2.08B
– –
-9,499
Closed -$337K
LULU icon
3759
lululemon athletica
LULU
$13.8B
– –
-12,600
Closed -$3.57M
LUNR icon
3760
Intuitive Machines
LUNR
$2.73B
– –
-1,335,500
Closed -$9.95M
LUV icon
3761
Southwest Airlines
LUV
$21.9B
– –
-1,894,180
Closed -$63.6M
LX
3762
LexinFintech Holdings
LX
$239M
– –
-22,200
Closed -$224K
MAR icon
3763
Marriott International
MAR
$92.4B
– –
-228,516
Closed -$54.4M
MAT icon
3764
Mattel
MAT
$4.22B
– –
-98,500
Closed -$1.91M
MATV icon
3765
Mativ Holdings
MATV
$699M
– –
-233,012
Closed -$1.45M
MCHI icon
3766
iShares MSCI China ETF
MCHI
$6.22B
– –
-186,100
Closed -$10.1M
MCO icon
3767
Moody's
MCO
$82.5B
– –
-112,900
Closed -$52.6M
MDYG icon
3768
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.95B
– –
-2,700
Closed -$215K
MEI icon
3769
Methode Electronics
MEI
$591M
– –
-22,880
Closed -$146K
MINT icon
3770
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-1,143,300
Closed -$115M
MKSI icon
3771
MKS Inc
MKSI
$20.8B
– –
-37,803
Closed -$3.03M
MLR icon
3772
Miller Industries
MLR
$615M
– –
-15,300
Closed -$648K
MMYT icon
3773
MakeMyTrip
MMYT
$5.74B
– –
-39,900
Closed -$3.91M
MNRO icon
3774
Monro
MNRO
$357M
– –
-193,679
Closed -$2.8M
MPU icon
3775
Mega Matrix
MPU
$14.3M
– –
-16,664
Closed -$10.9K
149 150
151
152 153

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Jim Simons's Q2 2025 Portfolio in Review

As of Q2 2025, Jim Simons held 4,018 positions worth $75.2B, up 14% from $66.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q2 2025 filing shows 612 new, 1,577 increased, 1,314 reduced and 496 closed positions. Its largest new stake was UnitedHealth: 1,352,129 shares worth $422M. The largest sale was Broadcom, an estimated $527M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2025 buy was UnitedHealth: 1,352,129 shares worth $422M.
  • Jim Simons added most to NVIDIA in Q2 2025, an estimated $798M increase.
  • Jim Simons's biggest Q2 2025 reduction was Broadcom, cutting an estimated $527M.
  • Jim Simons fully exited Advanced Micro Devices in Q2 2025, selling an estimated $328M.
  • Jim Simons's ten largest holdings make up 12% of its $75.2B portfolio in Q2 2025.
  • Jim Simons opened 612 new positions and closed 496 in Q2 2025.
  • Jim Simons's portfolio value rose 14% quarter-over-quarter to $75.2B.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.