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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
NVTS icon
3801
Navitas Semiconductor
NVTS
$3.55B
– –
-208,905
Closed -$512K
NWG icon
3802
NatWest
NWG
$75.8B
– –
-71,800
Closed -$672K
NWSA icon
3803
News Corp Class A
NWSA
$15.5B
– –
-28,900
Closed -$770K
NXL icon
3804
Nexalin Technology
NXL
$7.88M
– –
-102,900
Closed -$68.8K
OGG
3805
Osisko Gold Group Inc.
OGG
$829M
– –
-121,120
Closed -$258K
OGN icon
3806
Organon & Co
OGN
$3.58B
– –
-239,700
Closed -$4.59M
OGS icon
3807
ONE Gas
OGS
$5B
– –
-28,500
Closed -$2.12M
OIH icon
3808
VanEck Oil Services ETF
OIH
$1.97B
– –
-2,490
Closed -$706K
ONFO icon
3809
Onfolio Holdings
ONFO
$346K
– –
-710
Closed -$38.3K
OPRX icon
3810
OptimizeRx
OPRX
$130M
– –
-67,500
Closed -$521K
ORC
3811
Orchid Island Capital
ORC
$1.31B
– –
-399,005
Closed -$3.28M
ORA icon
3812
Ormat Technologies
ORA
$7.04B
– –
-27,857
Closed -$2.14M
ORIC icon
3813
Oric Pharmaceuticals
ORIC
$1.42B
– –
-13,700
Closed -$140K
OSIS icon
3814
OSI Systems
OSIS
$3.84B
– –
-7,283
Closed -$1.11M
OST icon
3815
Ostin Technology Group
OST
– –
-60
Closed -$5.6K
OUST icon
3816
Ouster
OUST
$3.25B
– –
-583,500
Closed -$3.68M
PATK icon
3817
Patrick Industries
PATK
$2.81B
– –
-13,892
Closed -$1.32M
PAX icon
3818
Patria Investments
PAX
$1.81B
– –
-19,600
Closed -$219K
PCAR icon
3819
PACCAR
PCAR
$69.8B
– –
-148,616
Closed -$14.7M
PEB icon
3820
Pebblebrook Hotel Trust
PEB
$2.01B
– –
-366,795
Closed -$4.85M
PEPG icon
3821
PepGen
PEPG
$201M
– –
-11,300
Closed -$96.6K
PET
3822
DELISTED
Wag!
PET
– –
-20,954
Closed -$18K
PFF icon
3823
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-19,100
Closed -$635K
PFXF icon
3824
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
– –
-58,213
Closed -$1.06M
PGX icon
3825
Invesco Preferred ETF
PGX
$3.76B
– –
-31,600
Closed -$390K
151 152
153
154 155

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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.