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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
+10.43%
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
$66.5B
AUM Growth
+$7.54B
Cap. Flow
+$3.2B
Cap. Flow %
4.81%
Top 10 Hldgs %
11.06%
Holding
4,024
New
578
Increased
1,558
Reduced
1,325
Closed
539

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
AAPL icon
Apple
AAPL
+$347M
3
MU icon
Micron Technology
MU
+$272M
4
LLY icon
Eli Lilly
LLY
+$232M
5
SMCI icon
Super Micro Computer
SMCI
+$185M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$472M
2
NVDA icon
NVIDIA
NVDA
+$413M
3
TSLA icon
Tesla
TSLA
+$403M
4
COIN icon
Coinbase
COIN
+$236M
5
JNJ icon
Johnson & Johnson
JNJ
+$224M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Healthcare 16.81%
3 Consumer Discretionary 13.04%
4 Industrials 9.62%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCBC
4001
DELISTED
Macatawa Bank Corp
MCBC
– –
-880,159
Closed -$12.9M
CERE
4002
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
– –
-361,400
Closed -$14.8M
CALB
4003
DELISTED
California BanCorp Common Stock
CALB
– –
-44,760
Closed -$962K
SLCA
4004
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
– –
-1,978,909
Closed -$30.6M
AINC
4005
DELISTED
Ashford Inc.
AINC
– –
-77,553
Closed -$381K
HOLI
4006
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
– –
-406,170
Closed -$8.79M
ETRN
4007
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
– –
-1,334,899
Closed -$17.3M
SHPW
4008
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
– –
-26,143
Closed -$18.5K
CATC
4009
DELISTED
CAMBRIDGE BANCORP
CATC
– –
-9,441
Closed -$651K
OSG
4010
DELISTED
Overseas Shipholding Group Inc.
OSG
– –
-1,113,845
Closed -$9.45M
NWLI
4011
DELISTED
National Western Life Group, Inc. Class A
NWLI
– –
-20,500
Closed -$10.2M
DYNT
4012
DELISTED
Dynatronics Corp
DYNT
– –
-144,418
Closed -$38.3K
AKLI
4013
DELISTED
Akili Inc
AKLI
– –
-127,000
Closed -$55.2K
ASLN
4014
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
– –
-17,358
Closed -$41.7K
FNCB
4015
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
– –
-16,800
Closed -$113K
CVLY
4016
DELISTED
Codorus Valley Bancorp Inc
CVLY
– –
-133,205
Closed -$3.2M
ICD
4017
DELISTED
Independence Contract Drilling, Inc.
ICD
– –
-98,510
Closed -$128K
TRVN
4018
DELISTED
Trevena, Inc.
TRVN
– –
-5,282
Closed -$28.8K
DOMA
4019
DELISTED
Doma Holdings, Inc.
DOMA
– –
-54,407
Closed -$330K
HIBB
4020
DELISTED
Hibbett, Inc. Common Stock
HIBB
– –
-253,689
Closed -$22.1M
IBTX
4021
DELISTED
Independent Bank Group, Inc.
IBTX
– –
-52,243
Closed -$2.38M
QIWI
4022
DELISTED
QIWI PLC
QIWI
– –
-571,151
Closed –
SVA
4023
DELISTED
Sinovac Biotech, Ltd
SVA
– –
-1,312,520
Closed -$849K
TSRI
4024
DELISTED
TSR Inc. New
TSRI
– –
-48,750
Closed -$653K
157 158 159 160
161

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Jim Simons's Q3 2024 Portfolio in Review

As of Q3 2024, Jim Simons held 4,024 positions worth $66.5B, up 13% from $59B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $3.2B of net new capital in Q3 2024, opening 578 new positions and adding to 1,558 existing holdings. Its largest new stake was Micron Technology: 2,604,914 shares worth $270M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $413M trimmed.

  • Jim Simons's largest Q3 2024 buy was Micron Technology: 2,604,914 shares worth $270M.
  • Jim Simons added most to Microsoft in Q3 2024, an estimated $533M increase.
  • Jim Simons's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $413M.
  • Jim Simons fully exited Broadcom in Q3 2024, selling an estimated $472M.
  • Jim Simons's ten largest holdings make up 11% of its $66.5B portfolio in Q3 2024.
  • Jim Simons opened 578 new positions and closed 539 in Q3 2024.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $66.5B.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.