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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
SNDR icon
3926
Schneider National
SNDR
$6.12B
– –
-297,200
Closed -$6.73M
TAOX
3927
Tao Synergies Inc
TAOX
$27M
– –
-16,044
Closed -$75K
SNTI icon
3928
Senti Biosciences Holdings
SNTI
$11.1M
– –
-2,410
Closed -$9K
SOBR icon
3929
SOBR Safe
SOBR
$1.72M
– –
-24
Closed -$11K
SOFI icon
3930
SoFi Technologies
SOFI
$23.2B
– –
-5,282,400
Closed -$38.6M
SONM icon
3931
DNA X Inc
SONM
$5.36M
– –
-265
Closed -$29K
SOPA
3932
DELISTED
Society Pass
SOPA
– –
-840
Closed -$2K
SOS
3933
SOS Limited
SOS
$13.8M
– –
-7,780
Closed -$197K
SPCE icon
3934
Virgin Galactic
SPCE
$498M
– –
-36,690
Closed -$1.09M
SPGP icon
3935
Invesco S&P 500 GARP ETF
SPGP
$2.31B
– –
-31,300
Closed -$3.33M
SPHB icon
3936
Invesco S&P 500 High Beta ETF
SPHB
$931M
– –
-7,000
Closed -$614K
SPIR icon
3937
Spire Global
SPIR
$574M
– –
-53,757
Closed -$645K
SPWH icon
3938
Sportsman's Warehouse
SPWH
$46.8M
– –
-112,700
Closed -$350K
SPYV icon
3939
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-25,400
Closed -$1.27M
SRE icon
3940
Sempra
SRE
$55.9B
– –
-293,700
Closed -$21.1M
STKH
3941
Steakholder Foods
STKH
$2.36M
– –
-11
Closed -$8K
STKS icon
3942
The ONE Group
STKS
$56.5M
– –
-23,800
Closed -$133K
STM icon
3943
STMicroelectronics
STM
$49.1B
– –
-11,215
Closed -$485K
SUI icon
3944
Sun Communities
SUI
$14.5B
– –
-171,600
Closed -$22.1M
SUPV
3945
Grupo Supervielle
SUPV
$733M
– –
-232,900
Closed -$1.33M
SXTP icon
3946
60 Degrees Pharmaceuticals
SXTP
$3M
– –
-52
Closed -$3K
SYF icon
3947
Synchrony
SYF
$25.5B
– –
-549,600
Closed -$23.7M
SYK icon
3948
Stryker
SYK
$134B
– –
-61,800
Closed -$22.1M
SYRE icon
3949
Spyre Therapeutics
SYRE
$9.06B
– –
-49,468
Closed -$1.88M
TALO icon
3950
Talos Energy
TALO
$2.6B
– –
-292,700
Closed -$4.08M
156 157
158
159 160

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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.