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
+2.8%
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
$64.5B
AUM Growth
-$11.3B
Cap. Flow
-$10.1B
Cap. Flow %
-15.68%
Top 10 Hldgs %
12.13%
Holding
3,923
New
466
Increased
1,028
Reduced
1,682
Closed
737

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$616M
2
NFLX icon
Netflix
NFLX
+$481M
3
MU icon
Micron Technology
MU
+$416M
4
TSLA icon
Tesla
TSLA
+$416M
5
PG icon
Procter & Gamble
PG
+$322M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$885M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$660M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$463M
4
APP icon
Applovin
APP
+$430M
5
META icon
Meta Platforms (Facebook)
META
+$354M

Sector Composition

Rank Sector Weight
1 Technology 20.84%
2 Healthcare 15.77%
3 Consumer Discretionary 13.88%
4 Industrials 9.94%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LGCL icon
3851
Lucas GC Ltd
LGCL
$59.5M
– –
-895
Closed -$5.27K
ZEO
3852
Zeo Energy
ZEO
$22.4M
– –
-13,766
Closed -$18.6K
AIFC
3853
AI Financial Corp
AIFC
$58.7M
– –
-344,300
Closed -$926K
EVTR icon
3854
Eaton Vance Total Return Bond ETF
EVTR
$5.71B
– –
-5,600
Closed -$288K
GCTS
3855
GCT Semiconductor Holding
GCTS
$188M
– –
-157,580
Closed -$240K
SBIT icon
3856
ProShares UltraShort Bitcoin ETF
SBIT
$174M
– –
-48,300
Closed -$1.4M
CDTG
3857
CDT Environmental Technology Investment Holdings
CDTG
$3.84M
– –
-469
Closed -$8.13K
ZK
3858
DELISTED
Zeekr
ZK
– –
-214,700
Closed -$6.54M
OKLO
3859
Oklo
OKLO
$8.74B
– –
-267,600
Closed -$29.9M
CHA
3860
Chagee Holdings Ltd
CHA
$1.95B
– –
-109,800
Closed -$1.82M
XHG
3861
XChange TEC
XHG
$47.4M
– –
-17,499
Closed -$21.7K
NAKA
3862
Nakamoto Inc
NAKA
$87M
– –
-81,723
Closed -$3.5M
ETHU
3863
2x Ether ETF
ETHU
$713M
– –
-14,850
Closed -$1.93M
TECX
3864
Tectonic Therapeutic
TECX
$623M
– –
-93,400
Closed -$1.47M
ICON
3865
Icon Energy
ICON
$3.74M
– –
-5,672
Closed -$59.6K
ARDT
3866
Ardent Health
ARDT
$1.57B
– –
-10,700
Closed -$142K
ETHA
3867
iShares Ethereum Trust ETF
ETHA
$5.54B
– –
-250,000
Closed -$7.88M
CON
3868
Concentra Group Holdings
CON
$4.21B
– –
-194,036
Closed -$4.06M
ADGM
3869
Adagio Medical Holdings
ADGM
$16M
– –
-27,000
Closed -$52.4K
MKDW
3870
MKDWELL Tech Inc
MKDW
$45.6M
– –
-2,606
Closed -$16.9K
SMC
3871
Summit Midstream
SMC
$479M
– –
-15,000
Closed -$308K
TXNM
3872
TXNM Energy Inc
TXNM
$5.91B
– –
-16,600
Closed -$939K
ARTY
3873
iShares Future AI & Tech ETF
ARTY
$3.83B
– –
-13,400
Closed -$613K
CTOR
3874
Citius Oncology
CTOR
$67.9M
– –
-55,900
Closed -$113K
AVGX
3875
Defiance Daily Target 2X Long AVGO ETF
AVGX
$214M
– –
-10,325
Closed -$495K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Jim Simons held 3,923 positions worth $64.5B, down 15% from $75.8B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $10.1B in Q4 2025, closing 737 positions and reducing 1,682 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $354M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in ServiceNow worth $204M.

  • Jim Simons's largest Q4 2025 buy was ServiceNow: 1,331,977 shares worth $204M.
  • Jim Simons added most to Costco in Q4 2025, an estimated $616M increase.
  • Jim Simons's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $885M.
  • Jim Simons fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $354M.
  • Jim Simons's ten largest holdings make up 12% of its $64.5B portfolio in Q4 2025.
  • Jim Simons opened 466 new positions and closed 737 in Q4 2025.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $64.5B.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.