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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
MVBF icon
3801
MVB Financial
MVBF
$394M
– –
-10,800
Closed -$241K
MWG icon
3802
Multi Ways Holdings
MWG
$6.63M
– –
-1,430
Closed -$4K
MX icon
3803
Magnachip Semiconductor
MX
$137M
– –
-16,788
Closed -$94K
MXC icon
3804
Mexco Energy
MXC
$19.3M
– –
-11,200
Closed -$112K
MXL icon
3805
MaxLinear
MXL
$6.86B
– –
-49,391
Closed -$922K
NBR icon
3806
Nabors Industries
NBR
$1.34B
– –
-5,600
Closed -$482K
NCLH icon
3807
Norwegian Cruise Line
NCLH
$8.94B
– –
-252,900
Closed -$5.29M
NE icon
3808
Noble Corp
NE
$7.06B
– –
-79,300
Closed -$3.85M
NEE icon
3809
NextEra Energy
NEE
$179B
– –
-195,900
Closed -$12.5M
NEM icon
3810
Newmont
NEM
$120B
– –
-43,900
Closed -$1.57M
NEXT icon
3811
NextDecade
NEXT
$1.82B
– –
-211,700
Closed -$1.2M
NG icon
3812
NovaGold Resources
NG
$3.4B
– –
-32,600
Closed -$98K
NGVT icon
3813
Ingevity
NGVT
$2.6B
– –
-55,800
Closed -$2.66M
NMRA icon
3814
Neumora Therapeutics
NMRA
$322M
– –
-138,900
Closed -$1.91M
NMRK icon
3815
Newmark Group
NMRK
$2.77B
– –
-99,420
Closed -$1.1M
NOBL icon
3816
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
– –
-68,600
Closed -$3.48M
NOW icon
3817
ServiceNow
NOW
$132B
– –
-265,500
Closed -$40.5M
NRGU icon
3818
MicroSectors U.S. Big Oil 3x Leveraged ETNs due Feb 17 2045
NRGU
$24M
– –
-2,600
Closed -$1.6M
NRSN icon
3819
NeuroSense Therapeutics
NRSN
$17.2M
– –
-71,100
Closed -$129K
NRXP icon
3820
NRX Pharmaceuticals
NRXP
$143M
– –
-18,878
Closed -$89K
NTR icon
3821
Nutrien
NTR
$32.1B
– –
-332,895
Closed -$18.1M
NVD icon
3822
GraniteShares 2x Short NVDA Daily ETF
NVD
$48.6M
– –
-2,308
Closed -$292K
NVDQ icon
3823
T-Rex 2X Inverse NVIDIA Daily Target ETF
NVDQ
$13.5M
– –
-277
Closed -$77K
NWG icon
3824
NatWest
NWG
$76.9B
– –
-376,400
Closed -$2.56M
NWBI icon
3825
Northwest Bancshares
NWBI
$2.31B
– –
-286,814
Closed -$3.34M
151 152
153
154 155

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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.