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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
WBA
3951
DELISTED
Walgreens Boots Alliance
WBA
– –
-234,668
Closed -$2.1M
WDAY icon
3952
Workday
WDAY
$44.8B
– –
-293,600
Closed -$71.8M
WERN icon
3953
Werner Enterprises
WERN
$2.18B
– –
-8,163
Closed -$315K
WMG icon
3954
Warner Music
WMG
$13.1B
– –
-108,800
Closed -$3.41M
XAR icon
3955
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-3,900
Closed -$614K
XLB icon
3956
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-218,600
Closed -$10.5M
XLC icon
3957
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
– –
-4,900
Closed -$443K
YETI icon
3958
Yeti Holdings
YETI
$3.85B
– –
-65,400
Closed -$2.68M
YUM icon
3959
Yum! Brands
YUM
$39.5B
– –
-42,100
Closed -$5.88M
YUMC icon
3960
Yum China
YUMC
$16.3B
– –
-61,900
Closed -$2.79M
ZBH icon
3961
Zimmer Biomet
ZBH
$18.5B
– –
-153,300
Closed -$16.5M
ZION icon
3962
Zions Bancorporation
ZION
$10.4B
– –
-4,900
Closed -$231K
HAO icon
3963
Haoxi Health Technology Ltd
HAO
$1.21M
– –
-26
Closed -$30.1K
GUTS icon
3964
Fractyl Health
GUTS
$111M
– –
-62,695
Closed -$159K
ABTC
3965
American Bitcoin Corp
ABTC
$504M
– –
-233
Closed -$11.9K
UMAC icon
3966
Unusual Machines
UMAC
$1.3B
– –
-20,173
Closed -$30.7K
QTTB icon
3967
Q32 Bio
QTTB
$459M
– –
-16,164
Closed -$721K
BOLD
3968
Boundless Bio
BOLD
$62.6M
– –
-28,700
Closed -$99.6K
SOLV icon
3969
Solventum
SOLV
$14.3B
– –
-16,900
Closed -$1.18M
BITU icon
3970
ProShares Ultra Bitcoin ETF
BITU
$342M
– –
-10,400
Closed -$269K
PDYN icon
3971
Palladyne AI
PDYN
$312M
– –
-144,578
Closed -$259K
PACS icon
3972
PACS Group
PACS
$7.12B
– –
-90,000
Closed -$3.6M
MFI
3973
mF International
MFI
$380M
– –
-2,625
Closed -$16.2K
LOAR icon
3974
Loar Holdings
LOAR
$6.83B
– –
-27,657
Closed -$2.06M
SVCO
3975
Silvaco Group
SVCO
$257M
– –
-176,000
Closed -$2.52M
157 158
159
160 161

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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.