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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
NXE icon
3826
NexGen Energy
NXE
$7.13B
– –
-234,200
Closed -$1.82M
OBE
3827
Obsidian Energy
OBE
$711M
– –
-46,400
Closed -$383K
OC icon
3828
Owens Corning
OC
$12.3B
– –
-55,200
Closed -$9.21M
ORBS
3829
Eightco Holdings
ORBS
$277M
– –
-5,649
Closed -$22K
OCUL icon
3830
Ocular Therapeutix
OCUL
$2.26B
– –
-29,700
Closed -$270K
OI icon
3831
O-I Glass
OI
$1.07B
– –
-286,300
Closed -$4.75M
OLB icon
3832
OLB
OLB
$4.33M
– –
-1,080
Closed -$6K
OM icon
3833
Outset Medical
OM
$88.7M
– –
-30,159
Closed -$1M
OPCH icon
3834
Option Care Health
OPCH
$3.56B
– –
-21,030
Closed -$705K
ORCL icon
3835
Oracle
ORCL
$434B
– –
-1,062,532
Closed -$133M
ORGN
3836
DELISTED
Origin Materials
ORGN
– –
-14,350
Closed -$220K
ORLY icon
3837
O'Reilly Automotive
ORLY
$74.4B
– –
-81,000
Closed -$6.1M
OTEX icon
3838
Open Text
OTEX
$5.69B
– –
-104,900
Closed -$4.07M
OTIS icon
3839
Otis Worldwide
OTIS
$28B
– –
-409,200
Closed -$40.6M
OTLK icon
3840
Outlook Therapeutics
OTLK
$213M
– –
-17,600
Closed -$210K
PAGP icon
3841
Plains GP Holdings
PAGP
$5B
– –
-202,753
Closed -$3.7M
PALL icon
3842
abrdn Physical Palladium Shares ETF
PALL
$679M
– –
-44,000
Closed -$823K
PAM icon
3843
Pampa Energía
PAM
$4.25B
– –
-68,913
Closed -$2.97M
PBA icon
3844
Pembina Pipeline
PBA
$28.5B
– –
-107,348
Closed -$3.79M
PBW icon
3845
Invesco WilderHill Clean Energy ETF
PBW
$461M
– –
-13,500
Closed -$311K
PDBC icon
3846
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.67B
– –
-567,700
Closed -$7.87M
PDM
3847
Piedmont Realty Trust
PDM
$1.19B
– –
-177,200
Closed -$1.25M
PDS
3848
Precision Drilling
PDS
$1.07B
– –
-4,995
Closed -$336K
PDSB icon
3849
PDS Biotechnology
PDSB
$14M
– –
-354,800
Closed -$1.41M
PECO icon
3850
Phillips Edison & Co
PECO
$5.15B
– –
-18,102
Closed -$649K
152 153
154
155 156

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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.