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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
XLK icon
4026
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-24,400
Closed -$2.54M
XLRE icon
4027
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-17,600
Closed -$696K
XP icon
4028
XP
XP
$8.01B
– –
-722,800
Closed -$18.5M
XRX icon
4029
Xerox
XRX
$423M
– –
-307,497
Closed -$5.5M
XXII
4030
22nd Century Group
XXII
$1.52M
– –
0
– -$10K
XYL icon
4031
Xylem
XYL
$28.8B
– –
-169,671
Closed -$21.9M
YETI icon
4032
Yeti Holdings
YETI
$3.85B
– –
-500,000
Closed -$19.3M
YGMZ
4033
DELISTED
MingZhu Logistics Holdings
YGMZ
– –
-153
Closed -$8K
ZG icon
4034
Zillow
ZG
$7.71B
– –
-7,200
Closed -$345K
ZTS icon
4035
Zoetis
ZTS
$31.1B
– –
-575,100
Closed -$97.3M
DAY
4036
DELISTED
Dayforce
DAY
– –
-3,600
Closed -$239K
TBRG
4037
DELISTED
TruBridge
TBRG
– –
-54,676
Closed -$504K
LOGC
4038
DELISTED
ContextLogic
LOGC
– –
-25,643
Closed -$146K
CMBT
4039
CMB.TECH NV
CMBT
$4.73B
– –
-330,794
Closed -$5.5M
PENG
4040
Penguin Solutions Inc
PENG
$2.94B
– –
-110,972
Closed -$2.92M
JXG
4041
JX Luxventure
JXG
$88.8M
– –
-204
Closed -$15K
XYZ
4042
Block Inc
XYZ
$47.5B
– –
-215,700
Closed -$18.2M
DVLT
4043
Datavault AI
DVLT
$262M
– –
-78
Closed –
PEV
4044
DELISTED
Phoenix Motor Inc. Common Stock
PEV
– –
-34,000
Closed -$27K
ATSG
4045
DELISTED
Air Transport Services Group
ATSG
– –
-38,000
Closed -$523K
DM
4046
DELISTED
Desktop Metal, Inc.
DM
– –
-38,920
Closed -$342K
SASR
4047
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-9,837
Closed -$228K
ALTM
4048
DELISTED
Arcadium Lithium plc
ALTM
– –
-104,200
Closed -$449K
PROC
4049
DELISTED
Procaps Group, S.A. Ordinary Shares
PROC
– –
-25,300
Closed -$73K
NAPA
4050
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
– –
-89,000
Closed -$829K
160 161
162
163 164

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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.