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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
+10.43%
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
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXG icon
3901
10x Genomics
TXG
$7.62B
– –
-210,200
Closed -$4.09M
TZA icon
3902
Direxion Daily Small Cap Bear 3x ETF
TZA
$203M
– –
-2,570
Closed -$477K
UBSI icon
3903
United Bankshares
UBSI
$6.61B
– –
-165,519
Closed -$5.37M
UNCY icon
3904
Unicycive Therapeutics
UNCY
$137M
– –
-3,320
Closed -$16.6K
UNH icon
3905
UnitedHealth
UNH
$365B
– –
-71,326
Closed -$36.3M
UP icon
3906
Wheels Up
UP
$194M
– –
-750
Closed -$28.4K
UPRO icon
3907
ProShares UltraPro S&P 500
UPRO
$5.7B
– –
-27,100
Closed -$2.08M
UROY
3908
Uranium Royalty Corp
UROY
$1.59B
– –
-56,000
Closed -$126K
URTY icon
3909
ProShares UltraPro Russell2000
URTY
$354M
– –
-18,531
Closed -$801K
USB icon
3910
US Bancorp
USB
$100B
– –
-231,700
Closed -$9.2M
USMV icon
3911
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-16,300
Closed -$1.37M
UTZ icon
3912
Utz Brands
UTZ
$1.25B
– –
-53,500
Closed -$890K
UUUU icon
3913
Energy Fuels
UUUU
$3.69B
– –
-68,504
Closed -$415K
UWM icon
3914
ProShares Ultra Russell2000
UWM
$244M
– –
-12,100
Closed -$450K
VB icon
3915
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-5,400
Closed -$1.18M
VCIT icon
3916
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-78,300
Closed -$6.26M
VDC icon
3917
Vanguard Consumer Staples ETF
VDC
$7.92B
– –
-5,700
Closed -$1.16M
VERA icon
3918
Vera Therapeutics
VERA
$2.17B
– –
-147,800
Closed -$5.35M
VERI icon
3919
Veritone
VERI
$139M
– –
-358,900
Closed -$811K
VERO
3920
DELISTED
Venus Concept
VERO
– –
-1,226
Closed -$10.6K
VIOO icon
3921
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.31B
– –
-3,500
Closed -$344K
VIOV icon
3922
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.89B
– –
-4,000
Closed -$335K
VIVK
3923
Vivakor
VIVK
$959K
– –
-3
Closed -$21.4K
VLY icon
3924
Valley National Bancorp
VLY
$8.16B
– –
-168,256
Closed -$1.17M
VNO icon
3925
Vornado Realty Trust
VNO
$7.24B
– –
-44,399
Closed -$1.17M
155 156
157
158 159

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Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

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

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.