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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
UMC icon
3976
United Microelectronic
UMC
$47.5B
– –
-326,200
Closed -$2.64M
USFD icon
3977
US Foods
USFD
$23.9B
– –
-10,800
Closed -$583K
USHY icon
3978
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-239,800
Closed -$8.77M
USRT icon
3979
iShares Core US REIT ETF
USRT
$4.53B
– –
-17,300
Closed -$931K
V icon
3980
Visa
V
$677B
– –
-471,275
Closed -$132M
VANI icon
3981
Vivani Medical
VANI
$120M
– –
-12,136
Closed -$22K
VBK icon
3982
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-1,700
Closed -$443K
VBR icon
3983
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-2,800
Closed -$537K
VCLT icon
3984
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-19,200
Closed -$1.5M
VDE icon
3985
Vanguard Energy ETF
VDE
$10.4B
– –
-24,100
Closed -$3.17M
VEL icon
3986
Velocity Financial
VEL
$720M
– –
-10,500
Closed -$189K
VGAS icon
3987
Verde Clean Fuels
VGAS
$28.4M
– –
-14,147
Closed -$57K
VGK icon
3988
Vanguard FTSE Europe ETF
VGK
$31B
– –
-37,400
Closed -$2.52M
VHT icon
3989
Vanguard Health Care ETF
VHT
$19B
– –
-3,700
Closed -$1M
VIAV icon
3990
Viavi Solutions
VIAV
$9.47B
– –
-393,388
Closed -$3.58M
VIGI icon
3991
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
– –
-2,900
Closed -$236K
VIS icon
3992
Vanguard Industrials ETF
VIS
$8.49B
– –
-3,800
Closed -$928K
VLUE icon
3993
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
– –
-23,337
Closed -$2.53M
VMAR icon
3994
Vision Marine Technologies
VMAR
$3.99M
– –
0
– -$7K
VNQ icon
3995
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-4,500
Closed -$389K
VONV icon
3996
Vanguard Russell 1000 Value ETF
VONV
$22B
– –
-30,100
Closed -$2.37M
VOOV icon
3997
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-12,600
Closed -$2.27M
VOX icon
3998
Vanguard Communication Services ETF
VOX
$5.82B
– –
-5,200
Closed -$682K
VRNT
3999
DELISTED
Verint Systems
VRNT
– –
-19,408
Closed -$643K
VSS icon
4000
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-26,664
Closed -$3.12M
158 159
160
161 162

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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.