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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
PGRU
4001
DELISTED
PropertyGuru Group Limited
PGRU
– –
-278,900
Closed -$1.84M
HAYN
4002
DELISTED
Haynes International, Inc.
HAYN
– –
-212,430
Closed -$12.6M
AXNX
4003
DELISTED
Axonics, Inc. Common Stock
AXNX
– –
-53,800
Closed -$3.74M
TWKS
4004
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
– –
-1,002,500
Closed -$4.43M
INST
4005
DELISTED
Instructure Holdings, Inc.
INST
– –
-95,900
Closed -$2.26M
DNMR
4006
DELISTED
Danimer Scientific, Inc.
DNMR
– –
-3,115
Closed -$56.6K
PRMW
4007
DELISTED
Primo Water Corporation
PRMW
– –
-1,319,123
Closed -$33.3M
SRCL
4008
DELISTED
Stericycle Inc
SRCL
– –
-88,020
Closed -$5.37M
GVP
4009
DELISTED
GSE Systems, Inc.
GVP
– –
-70,209
Closed -$286K
ITI
4010
DELISTED
Iteris, Inc.
ITI
– –
-509,985
Closed -$3.64M
PETQ
4011
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
– –
-331,876
Closed -$10.2M
SHCR
4012
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
– –
-703,800
Closed -$999K
ALPP
4013
DELISTED
Alpine 4 Holdings Inc
ALPP
– –
-24,200
Closed -$8.63K
CHUY
4014
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
– –
-224,900
Closed -$8.41M
GHSI
4015
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
– –
-38,804
Closed -$215K
FRZA
4016
DELISTED
Forza X1, Inc. Common Stock
FRZA
– –
-22,200
Closed -$7.08K
HMNF
4017
DELISTED
HMN Financial Inc
HMNF
– –
-70,525
Closed -$1.97M
TELL
4018
DELISTED
Tellurian Inc.
TELL
– –
-860,300
Closed -$833K
VGR
4019
DELISTED
Vector Group Ltd.
VGR
– –
-9,043,222
Closed -$135M
EGRX
4020
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
– –
-256,350
Closed -$956K
DXYN
4021
DELISTED
Dixie Group Inc
DXYN
– –
-145,300
Closed -$102K
SWN
4022
DELISTED
Southwestern Energy Company
SWN
– –
-5,272,500
Closed -$37.5M
HYZN
4023
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
– –
-20,373
Closed -$49.5K
MRNS
4024
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
– –
-501,931
Closed -$883K
ONCT
4025
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-17,905
Closed -$23.6K
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.