We are live on ! Find out more
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
MDC
4101
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-246,320
Closed -$15.5M
KAMN
4102
DELISTED
Kaman Corp
KAMN
– –
-37,822
Closed -$1.74M
CBD
4103
DELISTED
Companhia Brasileira de Distribuicao
CBD
– –
-81,900
Closed -$52K
NXTP
4104
DELISTED
NextPlay Technologies, Inc. Common Stock
NXTP
– –
-20,749
Closed -$14K
EIGR
4105
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
– –
-11,102
Closed -$56K
SCTL
4106
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
– –
-850,317
Closed -$918K
NGM
4107
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
– –
-611,300
Closed -$972K
CASA
4108
DELISTED
Casa Systems, Inc. Common Stock
CASA
– –
-505,800
Closed -$138K
KNTE
4109
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
– –
-887,740
Closed -$2.36M
CSTR
4110
DELISTED
CapStar Financial Holdings, Inc
CSTR
– –
-221,899
Closed -$4.46M
DSKE
4111
DELISTED
Daseke, Inc. Common Stock
DSKE
– –
-1,279,839
Closed -$10.6M
CLVR
4112
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
– –
-28,425
Closed -$138K
ACOR
4113
DELISTED
Acorda Therapeutics
ACOR
– –
-46,761
Closed -$618K
LABP
4114
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
– –
-18,890
Closed -$406K
IONM
4115
DELISTED
Assure Holdings Corp. Common Stock
IONM
– –
-1,606
Closed -$14K
LEJU
4116
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
– –
-28,099
Closed -$37K
MACK
4117
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
– –
-162,184
Closed -$2.4M
EGLE
4118
DELISTED
Eagle Bulk Shipping Inc.
EGLE
– –
-145,800
Closed -$9.11M
LBPH
4119
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
– –
-71,400
Closed -$1.54M
AMNB
4120
DELISTED
American National Bankshares Inc
AMNB
– –
-98,291
Closed -$4.69M
FM
4121
DELISTED
iShares Frontier and Select EM ETF
FM
– –
-62,812
Closed -$1.8M
QIWI
4122
DELISTED
QIWI PLC
QIWI
$0 ﹤0.01%
571,151
– –
FIEE
4123
FiEE Inc
FIEE
$32.4M
– –
-11,900
Closed -$76K
161 162 163 164
165

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.