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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
ETHU
3976
2x Ether ETF
ETHU
$713M
– –
-2,525
Closed -$288K
DWTX
3977
Dogwood Therapeutics
DWTX
$61.9M
– –
-660
Closed -$2.81K
PENG
3978
Penguin Solutions Inc
PENG
$2.94B
– –
-183,272
Closed -$3.84M
FLG
3979
Flagstar Bank National Association
FLG
$5.89B
– –
-85,028
Closed -$955K
LUCK
3980
Lucky Strike Entertainment
LUCK
$897M
– –
-175,309
Closed -$2.06M
RNTX
3981
Rein Therapeutics
RNTX
$69.9M
– –
-13,164
Closed -$46.6K
XIFR
3982
XPLR Infrastructure LP
XIFR
$1.08B
– –
-505,900
Closed -$14M
ALTM
3983
DELISTED
Arcadium Lithium plc
ALTM
– –
-2,201,000
Closed -$6.27M
ROIC
3984
DELISTED
Retail Opportunity Investments Corp.
ROIC
– –
-361,600
Closed -$5.69M
RVNC
3985
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-459,300
Closed -$2.38M
CDMO
3986
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
– –
-48,124
Closed -$548K
B
3987
DELISTED
Barnes Group Inc.
B
– –
-19,200
Closed -$776K
QTI
3988
QT Imaging Holdings
QTI
$39.8M
– –
-23,700
Closed -$16.8K
IBTE
3989
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
– –
-1,551,571
Closed -$37.2M
CNSL
3990
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-1,467,503
Closed -$6.81M
AGR
3991
DELISTED
Avangrid, Inc.
AGR
– –
-221,100
Closed -$7.91M
NAPA
3992
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
– –
-476,464
Closed -$2.77M
WHLM
3993
DELISTED
Wilhelmina International, Inc
WHLM
– –
-20,100
Closed -$83.8K
BSCO
3994
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
– –
-2,088,700
Closed -$44.1M
CTLT
3995
DELISTED
CATALENT, INC.
CTLT
– –
-285,300
Closed -$17.3M
IBDP
3996
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
– –
-1,118,200
Closed -$28.2M
AY
3997
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-927,155
Closed -$20.4M
LUMO
3998
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
– –
-213,814
Closed -$827K
PMD
3999
DELISTED
Psychemedics Corporation
PMD
– –
-270,863
Closed -$626K
TFFP
4000
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
– –
-20,497
Closed -$41.2K
158 159
160
161 162

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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.