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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
+10.43%
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
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROP icon
3826
Roper Technologies
ROP
$39.5B
– –
-113,400
Closed -$63.9M
RR icon
3827
Richtech Robotics
RR
$389M
– –
-108,400
Closed -$142K
RRX icon
3828
Regal Rexnord
RRX
$11.5B
– –
-7,015
Closed -$949K
RSP icon
3829
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
– –
-7,900
Closed -$1.3M
RWJ icon
3830
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
– –
-6,300
Closed -$252K
S icon
3831
SentinelOne
S
$7.7B
– –
-728,600
Closed -$15.3M
SAFE
3832
Safehold
SAFE
$1.08B
– –
-43,119
Closed -$832K
SBCF icon
3833
Seacoast Banking Corp of Florida
SBCF
$3.42B
– –
-78,605
Closed -$1.86M
SCHA icon
3834
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-34,200
Closed -$811K
SCHB icon
3835
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-33,600
Closed -$704K
SCHG icon
3836
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-51,600
Closed -$1.3M
SCHL icon
3837
Scholastic
SCHL
$780M
– –
-54,577
Closed -$1.94M
SCHX icon
3838
Schwab US Large- Cap ETF
SCHX
$74.3B
– –
-47,100
Closed -$1.01M
SDOW icon
3839
ProShares UltraPro Short Dow 30
SDOW
$185M
– –
-5,675
Closed -$378K
SDVY icon
3840
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
-67,000
Closed -$2.24M
SEAT icon
3841
Vivid Seats
SEAT
$84.4M
– –
-16,211
Closed -$1.86M
SERA icon
3842
Sera Prognostics
SERA
$77.9M
– –
-27,400
Closed -$162K
SFBS
3843
ServisFirst Bancshares
SFBS
$4.88B
– –
-31,400
Closed -$1.98M
SHCO
3844
DELISTED
Soho House & Co
SHCO
– –
-114,702
Closed -$609K
SHW icon
3845
Sherwin-Williams
SHW
$88.5B
– –
-324,100
Closed -$96.7M
SIBN icon
3846
SI-BONE Inc
SIBN
$843M
– –
-130,700
Closed -$1.69M
SLI
3847
Standard Lithium
SLI
$603M
– –
-286,609
Closed -$358K
SLN
3848
Silence Therapeutics
SLN
$695M
– –
-39,100
Closed -$743K
SLYG icon
3849
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
– –
-9,600
Closed -$824K
SLYV icon
3850
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-4,600
Closed -$360K
152 153
154
155 156

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Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

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

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.