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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
AKTS
4051
DELISTED
Akoustis Technologies Inc
AKTS
– –
-342,235
Closed -$202K
AUMN
4052
DELISTED
Golden Minerals Company
AUMN
– –
-48,900
Closed -$21K
MRO
4053
DELISTED
Marathon Oil Corporation
MRO
– –
-1,289,746
Closed -$36.6M
RCM
4054
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-38,298
Closed -$493K
LUXH
4055
DELISTED
LuxUrban Hotels Inc. Common Stock
LUXH
– –
-309
Closed -$30K
SRCL
4056
DELISTED
Stericycle Inc
SRCL
– –
-189,720
Closed -$10M
STER
4057
DELISTED
Sterling Check Corp. Common Stock
STER
– –
-128,600
Closed -$2.07M
FRZA
4058
DELISTED
Forza X1, Inc. Common Stock
FRZA
– –
-84,400
Closed -$40K
TELL
4059
DELISTED
Tellurian Inc.
TELL
– –
-7,703,600
Closed -$5.09M
LSXMA
4060
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-461,300
Closed -$13.7M
WRNT
4061
DELISTED
Warrantee Inc. American Depositary Shares
WRNT
– –
-19,000
Closed -$9K
FREE
4062
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
– –
-350,800
Closed -$1.69M
NRGD
4063
DELISTED
MicroSectors US Big Oil -3x Inverse Leveraged ETN
NRGD
– –
-4,600
Closed -$666K
OLK
4064
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
– –
-157,300
Closed -$3.7M
DPSI
4065
DELISTED
DecisionPoint Systems, Inc.
DPSI
– –
-15,500
Closed -$141K
CSSE
4066
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
– –
-27,200
Closed -$4K
SIX
4067
DELISTED
Six Flags Entertainment Corp.
SIX
– –
-59,900
Closed -$1.58M
AIRC
4068
DELISTED
Apartment Income REIT Corp.
AIRC
– –
-220,600
Closed -$7.16M
HRT
4069
DELISTED
HireRight Holdings Corporation
HRT
– –
-212,800
Closed -$3.04M
TCON
4070
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
– –
-15,012
Closed -$129K
MODN
4071
DELISTED
MODEL N, INC.
MODN
– –
-754,726
Closed -$21.5M
BRSH
4072
DELISTED
Bruush Oral Care Inc. Common Stock
BRSH
– –
-362,200
Closed -$19K
OMIC
4073
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
– –
-3,707
Closed -$57K
TARO
4074
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
– –
-571,100
Closed -$24.2M
ADTH
4075
DELISTED
AdTheorent Holding Co
ADTH
– –
-105,522
Closed -$339K
161 162
163
164 165

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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.