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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
+1.01%
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
$66.1B
AUM Growth
-$1.48B
Cap. Flow
+$425M
Cap. Flow %
0.64%
Top 10 Hldgs %
10.65%
Holding
3,989
New
456
Increased
1,472
Reduced
1,441
Closed
583

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$513M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$412M
3
META icon
Meta Platforms (Facebook)
META
+$354M
4
NOW icon
ServiceNow
NOW
+$262M
5
AAL icon
American Airlines Group
AAL
+$259M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$571M
2
AAPL icon
Apple
AAPL
+$571M
3
NFLX icon
Netflix
NFLX
+$388M
4
NVDA icon
NVIDIA
NVDA
+$313M
5
TSM icon
TSMC
TSM
+$211M

Sector Composition

Rank Sector Weight
1 Technology 17.32%
2 Healthcare 15.28%
3 Consumer Discretionary 11.85%
4 Financials 11.11%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
3851
Texas Instruments
TXN
$262B
– –
-64,100
Closed -$12M
UHG
3852
DELISTED
United Homes Group
UHG
– –
-19,247
Closed -$81.4K
UMC icon
3853
United Microelectronic
UMC
$49B
– –
-1,967,384
Closed -$12.8M
UNH icon
3854
UnitedHealth
UNH
$364B
– –
-278,658
Closed -$141M
UPS icon
3855
United Parcel Service
UPS
$88.2B
– –
-177,401
Closed -$22.4M
USAU icon
3856
US Gold Corp
USAU
$255M
– –
-93,900
Closed -$576K
USEA icon
3857
United Maritime
USEA
$25.5M
– –
-60,502
Closed -$105K
USGO icon
3858
US GoldMining
USGO
$126M
– –
-10,571
Closed -$91K
USHY icon
3859
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-211,943
Closed -$7.8M
UTZ icon
3860
Utz Brands
UTZ
$1.25B
– –
-80,100
Closed -$1.25M
VAL icon
3861
Valaris
VAL
$5.94B
– –
-491,572
Closed -$21.7M
VERX icon
3862
Vertex
VERX
$1.9B
– –
-94,700
Closed -$5.05M
VFH icon
3863
Vanguard Financials ETF
VFH
$13.8B
– –
-14,100
Closed -$1.66M
VHT icon
3864
Vanguard Health Care ETF
VHT
$18.9B
– –
-2,500
Closed -$634K
VICR icon
3865
Vicor
VICR
$10.4B
– –
-12,500
Closed -$604K
VIOV icon
3866
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
– –
-3,523
Closed -$329K
VIS icon
3867
Vanguard Industrials ETF
VIS
$8.55B
– –
-1,200
Closed -$305K
VNQI icon
3868
Vanguard Global ex-US Real Estate ETF
VNQI
$3.54B
– –
-16,300
Closed -$645K
VOE icon
3869
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
– –
-8,900
Closed -$1.44M
VONG icon
3870
Vanguard Russell 1000 Growth ETF
VONG
$45.9B
– –
-70,400
Closed -$7.27M
VOOG icon
3871
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
– –
-62,400
Closed -$3.81M
VOOV icon
3872
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-6,500
Closed -$1.2M
VPU
3873
Vanguard Utilities ETF
VPU
$8.49B
– –
-4,300
Closed -$703K
VRCA icon
3874
Verrica Pharmaceuticals
VRCA
$89.8M
– –
-23,330
Closed -$163K
VRRM icon
3875
Verra Mobility
VRRM
$723M
– –
-59,400
Closed -$1.44M
153 154
155
156 157

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Jim Simons's Q1 2025 Portfolio in Review

As of Q1 2025, Jim Simons held 3,989 positions worth $66.1B, down 2.2% from $67.6B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2025 filing shows 456 new, 1,472 increased, 1,441 reduced and 583 closed positions. Its largest new stake was ServiceNow: 1,361,505 shares worth $217M. The largest sale was Palantir, an estimated $571M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 21% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q1 2025 buy was ServiceNow: 1,361,505 shares worth $217M.
  • Jim Simons added most to Broadcom in Q1 2025, an estimated $513M increase.
  • Jim Simons's biggest Q1 2025 reduction was Palantir, cutting an estimated $571M.
  • Jim Simons fully exited Nike in Q1 2025, selling an estimated $197M.
  • Jim Simons's ten largest holdings make up 11% of its $66.1B portfolio in Q1 2025.
  • Jim Simons opened 456 new positions and closed 583 in Q1 2025.
  • Jim Simons's portfolio value fell 2.2% quarter-over-quarter to $66.1B.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.