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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
PEP icon
3851
PepsiCo
PEP
$188B
– –
-293,354
Closed -$51.3M
PEY icon
3852
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
– –
-41,700
Closed -$861K
PFF icon
3853
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-100,300
Closed -$3.23M
PFSI icon
3854
PennyMac Financial
PFSI
$3.96B
– –
-10,800
Closed -$984K
PFXF icon
3855
VanEck Preferred Securities ex Financials ETF
PFXF
$2.46B
– –
-35,700
Closed -$632K
PICK icon
3856
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.34B
– –
-15,900
Closed -$663K
PLCE icon
3857
Children's Place
PLCE
$55.1M
– –
-148,560
Closed -$1.71M
PLMR icon
3858
Palomar
PLMR
$3.42B
– –
-24,500
Closed -$2.05M
PLNT icon
3859
Planet Fitness
PLNT
$3.68B
– –
-84,800
Closed -$5.31M
PLOW icon
3860
Douglas Dynamics
PLOW
$972M
– –
-18,400
Closed -$444K
PLYA
3861
DELISTED
Playa Hotels & Resorts
PLYA
– –
-103,148
Closed -$1M
PLXS icon
3862
Plexus
PLXS
$7.4B
– –
-11,793
Closed -$1.12M
PMT
3863
PennyMac Mortgage Investment
PMT
$821M
– –
-178,000
Closed -$2.61M
PODD icon
3864
Insulet
PODD
$9.92B
– –
-122,500
Closed -$21M
POET icon
3865
POET Technologies
POET
$1.53B
– –
-39,700
Closed -$54K
PPA icon
3866
Invesco Aerospace & Defense ETF
PPA
$8.7B
– –
-9,100
Closed -$924K
PPL
3867
PPL Corp
PPL
$26.5B
– –
-69,600
Closed -$1.92M
PPLT
3868
abrdn Physical Platinum Shares ETF
PPLT
$2.07B
– –
-246,240
Closed -$2.06M
PPSI
3869
Pioneer Power Solutions
PPSI
$33.3M
– –
-94,300
Closed -$538K
PRME icon
3870
Prime Medicine
PRME
$582M
– –
-362,400
Closed -$2.54M
PROF
3871
Profound Medical
PROF
$251M
– –
-18,700
Closed -$160K
PROK icon
3872
ProKidney
PROK
$310M
– –
-95,171
Closed -$156K
CNSY
3873
Cerenome, Inc. Common Stock
CNSY
$26.2M
– –
-696
Closed -$31K
PTLO icon
3874
Portillo's
PTLO
$336M
– –
-49,900
Closed -$708K
PZZA icon
3875
Papa John's
PZZA
$806M
– –
-240,365
Closed -$16M
153 154
155
156 157

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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.