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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
LTC
3776
LTC Properties
LTC
$2.09B
– –
-45,400
Closed -$1.48M
LTH icon
3777
Life Time Group Holdings
LTH
$9.85B
– –
-191,900
Closed -$2.98M
LXEO icon
3778
Lexeo Therapeutics
LXEO
$396M
– –
-14,576
Closed -$229K
LXFR icon
3779
Luxfer Holdings
LXFR
$457M
– –
-23,500
Closed -$244K
LYB icon
3780
LyondellBasell Industries
LYB
$20.4B
– –
-41,292
Closed -$4.22M
LYG icon
3781
Lloyds Banking Group
LYG
$90B
– –
-1,649,106
Closed -$4.27M
LYRA
3782
DELISTED
LYRA THERAPEUTICS INC
LYRA
– –
-1,018
Closed -$317K
MA icon
3783
Mastercard
MA
$489B
– –
-196,843
Closed -$94.8M
MAIA icon
3784
MAIA Biotechnology
MAIA
$82.7M
– –
-19,000
Closed -$42K
MAT icon
3785
Mattel
MAT
$4.3B
– –
-1,049,900
Closed -$20.8M
MBIN icon
3786
Merchants Bancorp
MBIN
$2.52B
– –
-31,630
Closed -$1.37M
MBIO icon
3787
Mustang Bio
MBIO
$4.56M
– –
-708
Closed -$37K
MCK icon
3788
McKesson
MCK
$104B
– –
-2,600
Closed -$1.4M
MFC icon
3789
Manulife Financial
MFC
$73.2B
– –
-324,990
Closed -$8.12M
MGPI icon
3790
MGP Ingredients
MGPI
$384M
– –
-20,573
Closed -$1.77M
MKC icon
3791
McCormick & Company Non-Voting
MKC
$14.3B
– –
-356,100
Closed -$27.4M
MOO icon
3792
VanEck Agribusiness ETF
MOO
$970M
– –
-11,200
Closed -$841K
MOS icon
3793
The Mosaic Company
MOS
$7.15B
– –
-649,600
Closed -$21.1M
MPB icon
3794
Mid Penn Bancorp
MPB
$971M
– –
-16,369
Closed -$328K
MPC icon
3795
Marathon Petroleum
MPC
$96.1B
– –
-60,899
Closed -$12.3M
MRTN icon
3796
Marten Transport
MRTN
$1.22B
– –
-50,266
Closed -$929K
MSCI icon
3797
MSCI
MSCI
$40.9B
– –
-42,721
Closed -$23.9M
MTSI icon
3798
MACOM Technology Solutions
MTSI
$24.1B
– –
-12,615
Closed -$1.21M
MU icon
3799
Micron Technology
MU
$1.04T
– –
-1,174,436
Closed -$138M
MUR icon
3800
Murphy Oil
MUR
$5.06B
– –
-204,000
Closed -$9.32M
150 151
152
153 154

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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.