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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
VONG icon
3926
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-49,400
Closed -$4.63M
VOOG icon
3927
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-25,200
Closed -$1.4M
VPU
3928
Vanguard Utilities ETF
VPU
$8.44B
– –
-1,800
Closed -$266K
VRE
3929
DELISTED
Veris Residential
VRE
– –
-84,800
Closed -$1.27M
VRNA
3930
DELISTED
Verona Pharma
VRNA
– –
-31,044
Closed -$449K
VTAK icon
3931
Catheter Precision
VTAK
$1.06M
– –
-195
Closed -$21.6K
VTWO icon
3932
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-17,600
Closed -$1.44M
VUZI icon
3933
Vuzix
VUZI
$220M
– –
-65,200
Closed -$88K
VXRT
3934
DELISTED
Vaxart
VXRT
– –
-847,631
Closed -$566K
WB icon
3935
Weibo
WB
$1.93B
– –
-108,600
Closed -$834K
WBS icon
3936
Webster Financial
WBS
$12.8B
– –
-214,835
Closed -$9.36M
WDH
3937
Waterdrop
WDH
$359M
– –
-82,800
Closed -$93.6K
WEC icon
3938
WEC Energy
WEC
$34.8B
– –
-632,184
Closed -$49.6M
WNC icon
3939
Wabash National
WNC
$505M
– –
-138,448
Closed -$3.02M
WRAP icon
3940
Wrap Technologies
WRAP
$104M
– –
-12,000
Closed -$24K
WULF icon
3941
TeraWulf
WULF
$8.36B
– –
-363,500
Closed -$1.62M
WWD icon
3942
Woodward
WWD
$21.1B
– –
-64,384
Closed -$11.2M
WWW icon
3943
Wolverine World Wide
WWW
$1.49B
– –
-77,100
Closed -$1.04M
XCUR icon
3944
Exicure
XCUR
$8.92M
– –
-2,980
Closed -$4.77K
XELB icon
3945
Xcel Brands
XELB
$5.77M
– –
-3,315
Closed -$19.6K
XLF icon
3946
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-298,710
Closed -$12.3M
XLG icon
3947
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
– –
-141,200
Closed -$6.46M
XNCR icon
3948
Xencor
XNCR
$1.64B
– –
-65,323
Closed -$1.24M
YCBD icon
3949
cbdMD
YCBD
$6.14M
– –
-1,577
Closed -$7.44K
YJ
3950
Yunji
YJ
$10.9M
– –
-3,050
Closed -$8.44K
156 157
158
159 160

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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.