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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
+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
RHI icon
3851
Robert Half
RHI
$4.31B
– –
-79,700
Closed -$5.37M
RITM icon
3852
Rithm Capital
RITM
$5.72B
– –
-192,499
Closed -$2.18M
RNR icon
3853
RenaissanceRe
RNR
$13.2B
– –
-96,782
Closed -$26.4M
RNST icon
3854
Renasant Corp
RNST
$3.92B
– –
-43,628
Closed -$1.42M
RNW icon
3855
ReNew
RNW
$2.5B
– –
-58,600
Closed -$369K
ROG icon
3856
Rogers Corp
ROG
$2.41B
– –
-3,000
Closed -$339K
ROIV icon
3857
Roivant Sciences
ROIV
$25.5B
– –
-327,700
Closed -$3.78M
ROMA icon
3858
Roma Green Finance Ltd
ROMA
$542M
– –
-23,965
Closed -$17.1K
RPD icon
3859
Rapid7
RPD
$902M
– –
-50,196
Closed -$2M
RS icon
3860
Reliance Steel & Aluminium
RS
$21.6B
– –
-67,612
Closed -$19.6M
RWM icon
3861
ProShares Short Russell2000
RWM
$100M
– –
-33,300
Closed -$630K
SAIC icon
3862
Saic
SAIC
$5.3B
– –
-16,200
Closed -$2.26M
SANM icon
3863
Sanmina
SANM
$10.9B
– –
-14,833
Closed -$1.02M
SANW
3864
DELISTED
S&W Seed Co
SANW
– –
-2,822
Closed -$9.92K
SATL icon
3865
Satellogic
SATL
$884M
– –
-23,900
Closed -$24.6K
FLNA
3866
Filana Therapeutics
FLNA
$46.9M
– –
-81,100
Closed -$2.39M
SBAC icon
3867
SBA Communications
SBAC
$19.3B
– –
-89,849
Closed -$21.6M
SBFG icon
3868
SB Financial Group
SBFG
$170M
– –
-13,525
Closed -$278K
SBSW icon
3869
Sibanye-Stillwater
SBSW
$7.51B
– –
-275,904
Closed -$1.13M
SCHC icon
3870
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
– –
-19,000
Closed -$732K
SCHI icon
3871
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
– –
-99,774
Closed -$2.3M
SCHR
3872
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-9,356
Closed -$237K
SCHZ icon
3873
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-95,200
Closed -$2.26M
SCPH
3874
DELISTED
scPharmaceuticals
SCPH
– –
-58,656
Closed -$267K
SCZ icon
3875
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-43,275
Closed -$2.93M
153 154
155
156 157

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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.