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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
+8.44%
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
$67.6B
AUM Growth
+$1.06B
Cap. Flow
-$786M
Cap. Flow %
-1.16%
Top 10 Hldgs %
10.48%
Holding
4,032
New
548
Increased
1,485
Reduced
1,480
Closed
497

Top Buys

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$191M
2
NKE icon
Nike
NKE
+$190M
3
UNH icon
UnitedHealth
UNH
+$158M
4
SHOP icon
Shopify
SHOP
+$153M
5
TSM icon
TSMC
TSM
+$151M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$910M
2
MSFT icon
Microsoft
MSFT
+$668M
3
META icon
Meta Platforms (Facebook)
META
+$351M
4
MU icon
Micron Technology
MU
+$244M
5
AAPL icon
Apple
AAPL
+$191M

Sector Composition

Rank Sector Weight
1 Technology 20.86%
2 Healthcare 15.8%
3 Consumer Discretionary 14.09%
4 Financials 8.97%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UDOW icon
3926
ProShares UltraPro Dow 30
UDOW
$927M
– –
-67,600
Closed -$3.25M
ULH icon
3927
Universal Logistics Holdings
ULH
$503M
– –
-10,700
Closed -$461K
ULCC icon
3928
Frontier Group Holdings
ULCC
$1.59B
– –
-155,300
Closed -$831K
ULTA icon
3929
Ulta Beauty
ULTA
$23.3B
– –
-35,700
Closed -$13.9M
UNIT
3930
Uniti Group
UNIT
$2.25B
– –
-115,486
Closed -$651K
UPC icon
3931
Universe Pharmaceuticals Inc
UPC
$3.85M
– –
-65
Closed -$9.58K
UPXI icon
3932
Upexi
UPXI
$58.9M
– –
-655
Closed -$2.57K
URBN icon
3933
Urban Outfitters
URBN
$6.8B
– –
-9,400
Closed -$360K
USIG icon
3934
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-97,300
Closed -$5.12M
UUU icon
3935
Universal Safety Products Inc
UUU
$10.7M
– –
-13,300
Closed -$15.4K
VATE icon
3936
INNOVATE Corp
VATE
$102M
– –
-19,879
Closed -$73.6K
VCIG icon
3937
VCI Global
VCIG
$2.83M
– –
0
– -$7.36K
VCLT icon
3938
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-42,400
Closed -$3.44M
VKTX icon
3939
Viking Therapeutics
VKTX
$3.94B
– –
-184,100
Closed -$11.7M
EMPD
3940
Empery Digital
EMPD
$74.5M
– –
-624
Closed -$41.5K
VLO icon
3941
Valero Energy
VLO
$93.3B
– –
-330,088
Closed -$44.6M
VOX icon
3942
Vanguard Communication Services ETF
VOX
$5.82B
– –
-2,400
Closed -$349K
VPL icon
3943
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-15,500
Closed -$1.22M
VRAX icon
3944
Virax Biolabs
VRAX
$2.29M
– –
-5,816
Closed -$282K
VRM icon
3945
Vroom Inc
VRM
$51.5M
– –
-13,126
Closed -$123K
VSAT icon
3946
Viasat
VSAT
$11.6B
– –
-132,522
Closed -$1.58M
VSH icon
3947
Vishay Intertechnology
VSH
$5.11B
– –
-91,925
Closed -$1.74M
VSTM icon
3948
Verastem
VSTM
$638M
– –
-53,100
Closed -$159K
VTRS icon
3949
Viatris
VTRS
$18.7B
– –
-301,316
Closed -$3.5M
VYMI icon
3950
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
– –
-14,641
Closed -$1.07M
156 157
158
159 160

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Jim Simons's Q4 2024 Portfolio in Review

As of Q4 2024, Jim Simons held 4,032 positions worth $67.6B, up 1.6% from $66.5B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons's Q4 2024 filing shows 548 new, 1,485 increased, 1,480 reduced and 497 closed positions. Its largest new stake was UnitedHealth: 278,658 shares worth $141M. The largest sale was Palantir, an estimated $910M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q4 2024 buy was UnitedHealth: 278,658 shares worth $141M.
  • Jim Simons added most to Alibaba in Q4 2024, an estimated $191M increase.
  • Jim Simons's biggest Q4 2024 reduction was Palantir, cutting an estimated $910M.
  • Jim Simons fully exited Arm in Q4 2024, selling an estimated $153M.
  • Jim Simons's ten largest holdings make up 10% of its $67.6B portfolio in Q4 2024.
  • Jim Simons opened 548 new positions and closed 497 in Q4 2024.
  • Jim Simons's portfolio value rose 1.6% quarter-over-quarter to $67.6B.

Based on Renaissance Technologies's 13F filing for Q4 2024, filed 13 Feb 2025.