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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
+16.99%
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
$75.2B
AUM Growth
+$9.1B
Cap. Flow
+$1.81B
Cap. Flow %
2.4%
Top 10 Hldgs %
12.06%
Holding
4,018
New
612
Increased
1,577
Reduced
1,314
Closed
496

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$798M
2
NFLX icon
Netflix
NFLX
+$608M
3
UNH icon
UnitedHealth
UNH
+$517M
4
AAPL icon
Apple
AAPL
+$461M
5
GEV icon
GE Vernova
GEV
+$296M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$527M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
3
META icon
Meta Platforms (Facebook)
META
+$362M
4
AMD icon
Advanced Micro Devices
AMD
+$328M
5
PLTR icon
Palantir
PLTR
+$327M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.53%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPB icon
3876
Spectrum Brands
SPB
$2.02B
– –
-14,100
Closed -$1.01M
SPDN icon
3877
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$199M
– –
-151,900
Closed -$1.76M
SPDW icon
3878
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-90,700
Closed -$3.3M
SPG icon
3879
Simon Property Group
SPG
$71B
– –
-21,600
Closed -$3.59M
SPLV icon
3880
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-64,300
Closed -$4.8M
SPYD icon
3881
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
– –
-14,100
Closed -$624K
SQFT icon
3882
Presidio Property Trust
SQFT
$2.02M
– –
-6,605
Closed -$38K
STEP icon
3883
StepStone Group
STEP
$4.07B
– –
-52,100
Closed -$2.72M
STIM icon
3884
Neuronetics
STIM
$222M
– –
-53,700
Closed -$198K
STOK icon
3885
Stoke Therapeutics
STOK
$2.13B
– –
-178,300
Closed -$1.19M
SKYA
3886
SkyAI Inc
SKYA
$49.9M
– –
-336
Closed -$3.02K
STZ icon
3887
Constellation Brands
STZ
$22.9B
– –
-10,100
Closed -$1.85M
SUP
3888
DELISTED
Superior Industries International
SUP
– –
-841,211
Closed -$1.79M
SYF icon
3889
Synchrony
SYF
$25.5B
– –
-695,100
Closed -$36.8M
TAP icon
3890
Molson Coors Class B
TAP
$7.83B
– –
-90,600
Closed -$5.51M
TBIL
3891
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
– –
-2,293,700
Closed -$115M
TBLL icon
3892
Invesco Short Term Treasury ETF
TBLL
$2.85B
– –
-404,200
Closed -$42.7M
TECK icon
3893
Teck Resources
TECK
$32.4B
– –
-336,376
Closed -$12.3M
TFLO icon
3894
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
– –
-2,266,700
Closed -$115M
TGTX icon
3895
TG Therapeutics
TGTX
$7.64B
– –
-168,594
Closed -$6.65M
THC icon
3896
Tenet Healthcare
THC
$20.9B
– –
-35,263
Closed -$4.74M
THO icon
3897
Thor Industries
THO
$4.23B
– –
-73,300
Closed -$5.56M
THRD
3898
DELISTED
Third Harmonic Bio
THRD
– –
-331,800
Closed -$1.15M
TIPT icon
3899
Tiptree Inc
TIPT
$671M
– –
-14,700
Closed -$354K
TLSI icon
3900
TriSalus Life Sciences
TLSI
$353M
– –
-20,200
Closed -$112K
154 155
156
157 158

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Jim Simons's Q2 2025 Portfolio in Review

As of Q2 2025, Jim Simons held 4,018 positions worth $75.2B, up 14% from $66.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q2 2025 filing shows 612 new, 1,577 increased, 1,314 reduced and 496 closed positions. Its largest new stake was UnitedHealth: 1,352,129 shares worth $422M. The largest sale was Broadcom, an estimated $527M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q2 2025 buy was UnitedHealth: 1,352,129 shares worth $422M.
  • Jim Simons added most to NVIDIA in Q2 2025, an estimated $798M increase.
  • Jim Simons's biggest Q2 2025 reduction was Broadcom, cutting an estimated $527M.
  • Jim Simons fully exited Advanced Micro Devices in Q2 2025, selling an estimated $328M.
  • Jim Simons's ten largest holdings make up 12% of its $75.2B portfolio in Q2 2025.
  • Jim Simons opened 612 new positions and closed 496 in Q2 2025.
  • Jim Simons's portfolio value rose 14% quarter-over-quarter to $75.2B.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.