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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
VSTM icon
4001
Verastem
VSTM
$638M
– –
-25,065
Closed -$296K
VTLE
4002
DELISTED
Vital Energy
VTLE
– –
-23,730
Closed -$1.25M
VTOL icon
4003
Bristow Group
VTOL
$1.37B
– –
-13,000
Closed -$354K
VTRS icon
4004
Viatris
VTRS
$18.7B
– –
-97,216
Closed -$1.16M
VTS icon
4005
Vitesse Energy
VTS
$691M
– –
-33,700
Closed -$800K
VXUS icon
4006
Vanguard Total International Stock ETF
VXUS
$162B
– –
-27,600
Closed -$1.66M
VYM icon
4007
Vanguard High Dividend Yield ETF
VYM
$83.8B
– –
-14,400
Closed -$1.74M
VYMI icon
4008
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
– –
-57,100
Closed -$3.93M
VYX icon
4009
NCR Voyix
VYX
$1.11B
– –
-123,500
Closed -$1.56M
VZ icon
4010
Verizon
VZ
$196B
– –
-1,604,477
Closed -$67.3M
WABC icon
4011
Westamerica Bancorp
WABC
$1.36B
– –
-46,566
Closed -$2.28M
WBA
4012
DELISTED
Walgreens Boots Alliance
WBA
– –
-1,829,400
Closed -$39.7M
WDC icon
4013
Western Digital
WDC
$151B
– –
-449,996
Closed -$23.2M
WEBS icon
4014
Direxion Daily Dow Jones Internet Bear 3X ETF
WEBS
$7.15M
– –
-4,240
Closed -$266K
WEX icon
4015
WEX
WEX
$6.44B
– –
-4,000
Closed -$950K
WHR icon
4016
Whirlpool
WHR
$2.84B
– –
-250,157
Closed -$29.9M
WKSP icon
4017
Worksport
WKSP
$10.9M
– –
-1,460
Closed -$8K
WLGS
4018
DELISTED
Wang & Lee Group
WLGS
– –
-16,995
Closed -$10K
WOW
4019
DELISTED
WideOpenWest
WOW
– –
-184,500
Closed -$668K
WSC icon
4020
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-659,194
Closed -$30.7M
WVE icon
4021
Wave Life Sciences
WVE
$993M
– –
-164,620
Closed -$1.02M
WW
4022
DELISTED
WW International
WW
– –
-801,312
Closed -$1.48M
X
4023
DELISTED
US Steel
X
– –
-453,800
Closed -$18.5M
XHR
4024
Xenia Hotels & Resorts
XHR
$1.72B
– –
-45,800
Closed -$687K
XLB icon
4025
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-279,800
Closed -$13M
159 160
161
162 163

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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.