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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
VS icon
3876
Versus Systems
VS
$8.14M
– –
-120,600
Closed -$265K
VT icon
3877
Vanguard Total World Stock ETF
VT
$81.6B
– –
-5,400
Closed -$634K
VTWO icon
3878
Vanguard Russell 2000 ETF
VTWO
$17.4B
– –
-17,900
Closed -$1.6M
VV icon
3879
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
– –
-9,500
Closed -$2.56M
VWO icon
3880
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-300,700
Closed -$13.2M
WALD icon
3881
Waldencast
WALD
$171M
– –
-91,800
Closed -$369K
WEN icon
3882
Wendy's
WEN
$1.47B
– –
-54,352
Closed -$886K
WFC icon
3883
Wells Fargo
WFC
$265B
– –
-2,253,802
Closed -$158M
WINT
3884
DELISTED
Windtree Therapeutics
WINT
– –
-2,385
Closed -$41.7K
WKSP icon
3885
Worksport
WKSP
$10.7M
– –
-43,170
Closed -$397K
WLY icon
3886
John Wiley & Sons Class A
WLY
$2.49B
– –
-32,900
Closed -$1.44M
WMS icon
3887
Advanced Drainage Systems
WMS
$10.7B
– –
-75,500
Closed -$8.73M
WTFC icon
3888
Wintrust Financial
WTFC
$10.9B
– –
-4,621
Closed -$576K
WW
3889
DELISTED
WW International
WW
– –
-250,838
Closed -$319K
XBI icon
3890
State Street SPDR S&P Biotech ETF
XBI
$10.5B
– –
-5,500
Closed -$495K
XLG icon
3891
Invesco S&P 500 Top 50 ETF
XLG
$11B
– –
-112,400
Closed -$5.62M
XLI icon
3892
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
– –
-27,400
Closed -$3.61M
XLP icon
3893
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-138,200
Closed -$10.9M
XLY icon
3894
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
– –
-188,600
Closed -$21.2M
XME icon
3895
State Street SPDR S&P Metals & Mining ETF
XME
$4.58B
– –
-32,500
Closed -$1.84M
XMHQ icon
3896
Invesco S&P MidCap Quality ETF
XMHQ
$5.65B
– –
-19,700
Closed -$1.94M
XMMO icon
3897
Invesco S&P MidCap Momentum ETF
XMMO
$7.69B
– –
-12,300
Closed -$1.52M
XPOF icon
3898
Xponential Fitness
XPOF
$207M
– –
-174,100
Closed -$2.34M
XRX icon
3899
Xerox
XRX
$423M
– –
-289,824
Closed -$2.44M
XSMO icon
3900
Invesco S&P SmallCap Momentum ETF
XSMO
$3.13B
– –
-3,100
Closed -$205K
154 155
156
157 158

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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.