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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
TDCX
4076
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
– –
-464,118
Closed -$3.33M
SCPX
4077
DELISTED
Scorpius Holdings, Inc.
SCPX
– –
-98
Closed -$63K
DCPH
4078
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
– –
-530,200
Closed -$8.34M
VTRU
4079
DELISTED
Vitru Limited Common Shares
VTRU
– –
-30,610
Closed -$461K
HLTH
4080
DELISTED
Cue Health Inc. Common Stock
HLTH
– –
-433,100
Closed -$82K
SWAV
4081
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
– –
-52,100
Closed -$17M
ERF
4082
DELISTED
Enerplus Corporation
ERF
– –
-2,094,298
Closed -$41.2M
SCX
4083
DELISTED
The L.S. Starrett Company
SCX
– –
-374,923
Closed -$5.96M
ISUN
4084
DELISTED
iSun, Inc. Common Stock
ISUN
– –
-205,510
Closed -$51K
AMJ
4085
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
– –
-101,700
Closed -$2.9M
ALPN
4086
DELISTED
Alpine Immune Sciences Inc
ALPN
– –
-244,981
Closed -$9.71M
AIH
4087
DELISTED
Aesthetic Medical International Holdings
AIH
– –
-14,700
Closed -$4K
DOOR
4088
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
– –
-124,900
Closed -$16.4M
LBAI
4089
DELISTED
Lakeland Bancorp Inc
LBAI
– –
-563,895
Closed -$6.82M
TAST
4090
DELISTED
Carrols Restaurant Group, Inc.
TAST
– –
-1,215,096
Closed -$11.6M
SP
4091
DELISTED
SP Plus Corporation
SP
– –
-65,400
Closed -$3.42M
VIA
4092
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
– –
-139,183
Closed -$1.5M
ZFOX
4093
DELISTED
ZeroFox Holdings, Inc. Common Stock
ZFOX
– –
-340,200
Closed -$381K
NBSE
4094
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
– –
-88,229
Closed -$40K
AFIB
4095
DELISTED
Acutus Medical Inc
AFIB
– –
-347,800
Closed -$65K
VAXX
4096
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
– –
-35,100
Closed -$25K
SMMF
4097
DELISTED
Summit Financial Group, Inc.
SMMF
– –
-167,183
Closed -$4.54M
PXD
4098
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-388,104
Closed -$102M
AEL
4099
DELISTED
American Equity Investment Life Holding Company
AEL
– –
-325,701
Closed -$18.3M
NGMS
4100
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
– –
-206,024
Closed -$5.97M
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.