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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
TAN icon
3951
Invesco Solar ETF
TAN
$1.38B
– –
-12,500
Closed -$567K
TBBK icon
3952
The Bancorp
TBBK
$2.83B
– –
-127,449
Closed -$4.26M
TD icon
3953
Toronto Dominion Bank
TD
$201B
– –
-1,630,655
Closed -$98.5M
TECK icon
3954
Teck Resources
TECK
$32.4B
– –
-305,782
Closed -$14M
TEO icon
3955
Telecom Argentina
TEO
$5.81B
– –
-84,077
Closed -$668K
TFC icon
3956
Truist Financial
TFC
$63.9B
– –
-490,917
Closed -$19.1M
TGS icon
3957
Transportadora de Gas del Sur
TGS
$4.22B
– –
-155,454
Closed -$2.35M
CNTN
3958
Canton Strategic Holdings
CNTN
$147M
– –
-913
Closed -$6K
TLPH icon
3959
Talphera
TLPH
$76.3M
– –
-21,569
Closed -$22K
TLTW icon
3960
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.83B
– –
-10,932
Closed -$292K
TNGX icon
3961
Tango Therapeutics
TNGX
$4.44B
– –
-65,600
Closed -$521K
TNXP icon
3962
Tonix Pharmaceuticals
TNXP
$212M
– –
-39
Closed -$23K
TRNO icon
3963
Terreno Realty
TRNO
$7.44B
– –
-12,900
Closed -$857K
TSLL icon
3964
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.36B
– –
-225,200
Closed -$1.83M
TSLY icon
3965
YieldMax TSLA Option Income Strategy ETF
TSLY
$669M
– –
-4,731
Closed -$381K
TT icon
3966
Trane Technologies
TT
$106B
– –
-63,868
Closed -$19.2M
TU icon
3967
Telus
TU
$15.2B
– –
-356,666
Closed -$5.71M
TWST icon
3968
Twist Bioscience
TWST
$7.72B
– –
-35,610
Closed -$1.22M
TXMD icon
3969
TherapeuticsMD
TXMD
$24M
– –
-13,700
Closed -$31K
TXT icon
3970
Textron
TXT
$15.2B
– –
-35,600
Closed -$3.42M
TYGO icon
3971
Tigo Energy
TYGO
$96M
– –
-25,673
Closed -$27K
TYL icon
3972
Tyler Technologies
TYL
$13.2B
– –
-29,400
Closed -$12.5M
TYRA icon
3973
Tyra Biosciences
TYRA
$1.5B
– –
-54,400
Closed -$892K
U icon
3974
Unity
U
$19.3B
– –
-1,409,497
Closed -$37.6M
UMH
3975
UMH Properties
UMH
$1.38B
– –
-105,000
Closed -$1.71M
157 158
159
160 161

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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.