We are live on ! Find out more
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
PGY icon
3826
Pagaya Technologies
PGY
$1.77B
– –
-13,200
Closed -$140K
PHR icon
3827
Phreesia
PHR
$758M
– –
-13,600
Closed -$310K
PINC
3828
DELISTED
Premier
PINC
– –
-11,827
Closed -$237K
PKG icon
3829
Packaging Corp of America
PKG
$22.9B
– –
-26,300
Closed -$5.67M
PLMR icon
3830
Palomar
PLMR
$3.47B
– –
-20,500
Closed -$1.94M
PLSE icon
3831
Pulse Biosciences
PLSE
$3.17B
– –
-22,800
Closed -$400K
POLA icon
3832
Polar Power
POLA
$6.89M
– –
-4,714
Closed -$15.7K
PPA icon
3833
Invesco Aerospace & Defense ETF
PPA
$8.72B
– –
-1,755
Closed -$202K
PPH icon
3834
VanEck Pharmaceutical ETF
PPH
$996M
– –
-19,400
Closed -$1.84M
PRIM icon
3835
Primoris Services
PRIM
$4.42B
– –
-101,791
Closed -$5.91M
PRME icon
3836
Prime Medicine
PRME
$591M
– –
-20,000
Closed -$77.4K
ALP
3837
Alpha Compute
ALP
$4.48M
– –
-10,058
Closed -$66.9K
PSX icon
3838
Phillips 66
PSX
$89.5B
– –
-283,950
Closed -$37.3M
PTC icon
3839
PTC
PTC
$16.3B
– –
-16,100
Closed -$2.91M
PTN
3840
Palatin Technologies
PTN
$13.2M
– –
-817
Closed -$36.5K
PVH icon
3841
PVH
PVH
$3.91B
– –
-127,470
Closed -$12.9M
QQQY icon
3842
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$187M
– –
-48,066
Closed -$1.76M
QS icon
3843
QuantumScape Corp
QS
$3.9B
– –
-1,048,987
Closed -$6.03M
QYLD icon
3844
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.27B
– –
-174,100
Closed -$3.14M
RACE icon
3845
Ferrari
RACE
$72.1B
– –
-39,620
Closed -$18.5M
RANI icon
3846
Rani Therapeutics
RANI
$88.2M
– –
-33,199
Closed -$71.7K
RBA icon
3847
RB Global
RBA
$16.6B
– –
-57,384
Closed -$4.62M
REET icon
3848
iShares Global REIT ETF
REET
$5.01B
– –
-56,100
Closed -$1.5M
REKR icon
3849
Rekor Systems
REKR
$93.4M
– –
-272,318
Closed -$321K
REXR icon
3850
Rexford Industrial Realty
REXR
$8.07B
– –
-307,000
Closed -$15.4M
152 153
154
155 156

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.