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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
+16.99%
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
$75.2B
AUM Growth
+$9.1B
Cap. Flow
+$1.81B
Cap. Flow %
2.4%
Top 10 Hldgs %
12.06%
Holding
4,018
New
612
Increased
1,577
Reduced
1,314
Closed
496

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$798M
2
NFLX icon
Netflix
NFLX
+$608M
3
UNH icon
UnitedHealth
UNH
+$517M
4
AAPL icon
Apple
AAPL
+$461M
5
GEV icon
GE Vernova
GEV
+$296M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$527M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
3
META icon
Meta Platforms (Facebook)
META
+$362M
4
AMD icon
Advanced Micro Devices
AMD
+$328M
5
PLTR icon
Palantir
PLTR
+$327M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.53%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QTEC icon
3826
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
– –
-2,500
Closed -$434K
RDW icon
3827
Redwire
RDW
$3.38B
– –
-23,900
Closed -$198K
REXR icon
3828
Rexford Industrial Realty
REXR
$8.07B
– –
-13,800
Closed -$540K
RGLS
3829
DELISTED
Regulus Therapeutics
RGLS
– –
-147,900
Closed -$259K
RJF icon
3830
Raymond James Financial
RJF
$34.6B
– –
-192,437
Closed -$26.7M
RKLB icon
3831
Rocket Lab Corp
RKLB
$51.2B
– –
-1,519,400
Closed -$27.2M
RMBS icon
3832
Rambus
RMBS
$10.5B
– –
-22,900
Closed -$1.19M
RPG icon
3833
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
– –
-35,800
Closed -$1.37M
HIND
3834
Vyome Holdings
HIND
$15.8M
– –
-163
Closed -$5.88K
RSPT icon
3835
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.86B
– –
-43,200
Closed -$1.48M
RTC
3836
DELISTED
Baijiayun Group
RTC
– –
-25,349
Closed -$5.39K
RTX icon
3837
RTX Corp
RTX
$302B
– –
-63,846
Closed -$8.46M
RWJ icon
3838
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
– –
-37,900
Closed -$1.54M
RWR icon
3839
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
– –
-6,500
Closed -$644K
RYAN icon
3840
Ryan Specialty Holdings
RYAN
$10.8B
– –
-77,700
Closed -$5.74M
ECHO
3841
EchoStar
ECHO
$25.6B
– –
-380,987
Closed -$9.75M
SBH icon
3842
Sally Beauty Holdings
SBH
$1.58B
– –
-278,400
Closed -$2.51M
SBUX icon
3843
Starbucks
SBUX
$122B
– –
-1,512,084
Closed -$148M
SCHD icon
3844
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-32,300
Closed -$903K
SCHF icon
3845
Schwab International Equity ETF
SCHF
$68.5B
– –
-438,900
Closed -$8.68M
SCHM icon
3846
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-51,600
Closed -$1.35M
SCLX icon
3847
Scilex Holding
SCLX
$47.2M
– –
-1,900
Closed -$16.5K
SHOE
3848
Shoe Station Group
SHOE
$428M
– –
-70,168
Closed -$1.54M
SDHC icon
3849
Smith Douglas Homes
SDHC
$121M
– –
-35,300
Closed -$689K
SDS icon
3850
ProShares UltraShort S&P500
SDS
$371M
– –
-3,040
Closed -$326K
152 153
154
155 156

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Jim Simons's Q2 2025 Portfolio in Review

As of Q2 2025, Jim Simons held 4,018 positions worth $75.2B, up 14% from $66.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q2 2025 filing shows 612 new, 1,577 increased, 1,314 reduced and 496 closed positions. Its largest new stake was UnitedHealth: 1,352,129 shares worth $422M. The largest sale was Broadcom, an estimated $527M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2025 buy was UnitedHealth: 1,352,129 shares worth $422M.
  • Jim Simons added most to NVIDIA in Q2 2025, an estimated $798M increase.
  • Jim Simons's biggest Q2 2025 reduction was Broadcom, cutting an estimated $527M.
  • Jim Simons fully exited Advanced Micro Devices in Q2 2025, selling an estimated $328M.
  • Jim Simons's ten largest holdings make up 12% of its $75.2B portfolio in Q2 2025.
  • Jim Simons opened 612 new positions and closed 496 in Q2 2025.
  • Jim Simons's portfolio value rose 14% quarter-over-quarter to $75.2B.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.