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
+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
SMR icon
3851
NuScale Power
SMR
$4.06B
– –
-92,500
Closed -$1.08M
SNAP icon
3852
Snap
SNAP
$9.32B
– –
-3,145,100
Closed -$52.2M
SNBR
3853
DELISTED
Sleep Number
SNBR
– –
-20,400
Closed -$195K
SNDX icon
3854
Syndax Pharmaceuticals
SNDX
$1.81B
– –
-214,300
Closed -$4.4M
SON icon
3855
Sonoco
SON
$5.71B
– –
-212,500
Closed -$10.8M
SONY icon
3856
Sony
SONY
$138B
– –
-609,000
Closed -$10.3M
SPGI icon
3857
S&P Global
SPGI
$120B
– –
-35,622
Closed -$15.9M
SPHD icon
3858
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
– –
-22,600
Closed -$1M
SPLV icon
3859
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-62,300
Closed -$4.05M
SPRC icon
3860
SciSparc
SPRC
$3.91M
– –
-210
Closed -$31.8K
SPSM icon
3861
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
– –
-37,200
Closed -$1.54M
SPT icon
3862
Sprout Social
SPT
$600M
– –
-54,900
Closed -$1.96M
SPXL icon
3863
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
– –
-21,000
Closed -$3.07M
SPXS icon
3864
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$336M
– –
-8,350
Closed -$655K
SPYG icon
3865
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-53,000
Closed -$4.25M
SRDX
3866
DELISTED
Surmodics
SRDX
– –
-606,538
Closed -$25.5M
SSB icon
3867
SouthState Bank Corp
SSB
$10.7B
– –
-63,191
Closed -$4.83M
SSD icon
3868
Simpson Manufacturing
SSD
$8.19B
– –
-13,700
Closed -$2.31M
SSO icon
3869
ProShares Ultra S&P500
SSO
$8.35B
– –
-66,800
Closed -$2.76M
STBA icon
3870
S&T Bancorp
STBA
$1.81B
– –
-7,500
Closed -$250K
STKL
3871
DELISTED
SunOpta
STKL
– –
-51,275
Closed -$277K
STNE icon
3872
StoneCo
STNE
$2.42B
– –
-480,567
Closed -$5.76M
STOK icon
3873
Stoke Therapeutics
STOK
$2.13B
– –
-11,200
Closed -$151K
SU icon
3874
Suncor Energy
SU
$74B
– –
-134,526
Closed -$5.13M
SVIX icon
3875
-1x Short VIX Futures ETF
SVIX
$167M
– –
-39,500
Closed -$1.88M
153 154
155
156 157

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 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.