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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
+2.46%
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
$59B
AUM Growth
-$4.66B
Cap. Flow
-$4.49B
Cap. Flow %
-7.61%
Top 10 Hldgs %
11.98%
Holding
4,123
New
463
Increased
1,436
Reduced
1,503
Closed
674

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$412M
2
AMD icon
Advanced Micro Devices
AMD
+$294M
3
AAPL icon
Apple
AAPL
+$244M
4
QCOM icon
Qualcomm
QCOM
+$207M
5
PDD icon
Pinduoduo
PDD
+$180M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$510M
2
UBER icon
Uber
UBER
+$419M
3
CVX icon
Chevron
CVX
+$286M
4
META icon
Meta Platforms (Facebook)
META
+$255M
5
NVO
Novo Nordisk
NVO
+$215M

Sector Composition

Rank Sector Weight
1 Technology 19.64%
2 Healthcare 18.28%
3 Consumer Discretionary 13.73%
4 Industrials 8.65%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBFM
3901
Sunshine Biopharma
SBFM
$2.93M
– –
-231
Closed -$279K
SBUX icon
3902
Starbucks
SBUX
$122B
– –
-1,206,384
Closed -$110M
SCHD icon
3903
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-208,500
Closed -$5.6M
SCHF icon
3904
Schwab International Equity ETF
SCHF
$68.5B
– –
-38,000
Closed -$741K
SCHH icon
3905
Schwab US REIT ETF
SCHH
$11.1B
– –
-60,000
Closed -$1.22M
SCZ icon
3906
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-24,100
Closed -$1.53M
SDA icon
3907
SunCar Technology Group
SDA
$81.7M
– –
-69,472
Closed -$522K
SENS icon
3908
Senseonics Holdings Inc
SENS
$416M
– –
-19,830
Closed -$211K
SEZL
3909
Sezzle
SEZL
$4.32B
– –
-72,000
Closed -$1.01M
SGOL icon
3910
abrdn Physical Gold Shares ETF
SGOL
$7.46B
– –
-92,200
Closed -$1.96M
SHIM icon
3911
Shimmick
SHIM
$163M
– –
-16,000
Closed -$92K
SHOO icon
3912
Steven Madden
SHOO
$3.53B
– –
-8,400
Closed -$355K
SHOP icon
3913
Shopify
SHOP
$196B
– –
-718,203
Closed -$55.4M
SHPH icon
3914
Shuttle Pharmaceuticals
SHPH
$2.52M
– –
-8
Closed -$7K
SIFY
3915
Sify Technologies
SIFY
$1.13B
– –
-2,783
Closed -$21K
SKM icon
3916
SK Telecom
SKM
$12.9B
– –
-70,800
Closed -$1.53M
SKYH icon
3917
Sky Harbour Group
SKYH
$387M
– –
-15,784
Closed -$202K
SLE icon
3918
Super League Enterprise
SLE
$4.93M
– –
-37
Closed -$38K
SLF icon
3919
Sun Life Financial
SLF
$44.6B
– –
-160,440
Closed -$8.76M
SLM icon
3920
SLM Corp
SLM
$5.11B
– –
-195,100
Closed -$4.25M
DCOY
3921
Decoy Therapeutics
DCOY
$2.06M
– –
-20
Closed -$15K
SMP icon
3922
Standard Motor Products
SMP
$889M
– –
-8,900
Closed -$299K
SMPL icon
3923
Simply Good Foods
SMPL
$961M
– –
-130,400
Closed -$4.44M
SMX icon
3924
SMX (Security Matters) Plc
SMX
$16.9M
– –
0
– -$21K
SNCY
3925
DELISTED
Sun Country Airlines
SNCY
– –
-127,500
Closed -$1.92M
155 156
157
158 159

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Jim Simons's Q2 2024 Portfolio in Review

As of Q2 2024, Jim Simons held 4,123 positions worth $59B, down 7.3% from $63.6B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $4.49B in Q2 2024, closing 674 positions and reducing 1,503 holdings. Its most notable exit was Bank of America, an estimated $142M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Broadcom worth $472M.

  • Jim Simons's largest Q2 2024 buy was Broadcom: 2,941,150 shares worth $472M.
  • Jim Simons added most to Apple in Q2 2024, an estimated $244M increase.
  • Jim Simons's biggest Q2 2024 reduction was Amazon, cutting an estimated $510M.
  • Jim Simons fully exited Bank of America in Q2 2024, selling an estimated $142M.
  • Jim Simons's ten largest holdings make up 12% of its $59B portfolio in Q2 2024.
  • Jim Simons opened 463 new positions and closed 674 in Q2 2024.
  • Jim Simons's portfolio value fell 7.3% quarter-over-quarter to $59B.

Based on Renaissance Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.