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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
TMCI icon
3901
Treace Medical Concepts
TMCI
$308M
– –
-126,800
Closed -$1.06M
TPG icon
3902
TPG
TPG
$8.12B
– –
-255,300
Closed -$12.1M
TROX icon
3903
Tronox
TROX
$1.02B
– –
-102,900
Closed -$724K
TRU icon
3904
TransUnion
TRU
$15.4B
– –
-261,400
Closed -$21.7M
TSCO icon
3905
Tractor Supply
TSCO
$18.4B
– –
-240,100
Closed -$13.2M
TSLA icon
3906
Tesla
TSLA
$1.31T
– –
-6,634
Closed -$1.71M
TSLL icon
3907
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.36B
– –
-54,300
Closed -$517K
TWLO icon
3908
Twilio
TWLO
$39.3B
– –
-226,095
Closed -$22.1M
TWO
3909
Two Harbors Investment
TWO
$1.26B
– –
-263,265
Closed -$3.52M
UAMY icon
3910
United States Antimony
UAMY
$975M
– –
-313,600
Closed -$690K
UHS icon
3911
Universal Health Services
UHS
$9.94B
– –
-69,900
Closed -$13.1M
UL icon
3912
Unilever
UL
$134B
– –
-158,080
Closed -$10.6M
UNFI icon
3913
United Natural Foods
UNFI
$2.86B
– –
-30,100
Closed -$824K
UPST icon
3914
Upstart Holdings
UPST
$2.91B
– –
-1,441,600
Closed -$66.4M
USFR icon
3915
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
– –
-2,275,700
Closed -$115M
USMV icon
3916
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-14,100
Closed -$1.32M
USRT icon
3917
iShares Core US REIT ETF
USRT
$4.53B
– –
-19,000
Closed -$1.09M
UWM icon
3918
ProShares Ultra Russell2000
UWM
$244M
– –
-8,300
Closed -$278K
VAW icon
3919
Vanguard Materials ETF
VAW
$3.1B
– –
-1,500
Closed -$283K
VB icon
3920
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-21,000
Closed -$4.66M
VBK icon
3921
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-6,100
Closed -$1.54M
VBR icon
3922
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-14,400
Closed -$2.68M
VCEL icon
3923
Vericel Corp
VCEL
$2.27B
– –
-47,500
Closed -$2.12M
VCR icon
3924
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-6,200
Closed -$2.02M
VCTR icon
3925
Victory Capital Holdings
VCTR
$6.99B
– –
-37,900
Closed -$2.19M
155 156
157
158 159

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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.