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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+1.01%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$66.1B
AUM Growth
-$1.48B
Cap. Flow
+$425M
Cap. Flow %
0.64%
Top 10 Hldgs %
10.65%
Holding
3,989
New
456
Increased
1,472
Reduced
1,441
Closed
583

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$513M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$412M
3
META icon
Meta Platforms (Facebook)
META
+$354M
4
NOW icon
ServiceNow
NOW
+$262M
5
AAL icon
American Airlines Group
AAL
+$259M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$571M
2
AAPL icon
Apple
AAPL
+$571M
3
NFLX icon
Netflix
NFLX
+$388M
4
NVDA icon
NVIDIA
NVDA
+$313M
5
TSM icon
TSMC
TSM
+$211M

Sector Composition

Rank Sector Weight
1 Technology 17.32%
2 Healthcare 15.28%
3 Consumer Discretionary 11.85%
4 Financials 11.11%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
426
CF Industries
CF
$17.7B
$36.6M 0.06%
467,750
+89,150
+24% +$7.48M
CWAN
427
DELISTED
Clearwater Analytics
CWAN
$36.4M 0.06%
1,359,100
-148,800
-10% -$4.18M
DLTR icon
428
Dollar Tree
DLTR
$24.9B
$36.4M 0.06%
484,703
+164,900
+52% +$11.8M
JEF icon
429
Jefferies Financial Group
JEF
$12.9B
$36.3M 0.06%
+678,437
New +$46M
STNG icon
430
Scorpio Tankers
STNG
$3.93B
$36.3M 0.06%
966,815
-125,700
-12% -$5.63M
AMGN icon
431
Amgen
AMGN
$226B
$35.6M 0.05%
114,400
+45,355
+66% +$13.4M
SCCO icon
432
Southern Copper
SCCO
$158B
$35.5M 0.05%
402,620
-33,114
-8% -$2.94M
CLIP icon
433
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
$35.2M 0.05%
350,300
+79,900
+30% +$8.01M
CHRW icon
434
C.H. Robinson
CHRW
$17.5B
$35.1M 0.05%
342,908
+190,200
+125% +$19.2M
DVAX
435
DELISTED
Dynavax Technologies
DVAX
$35.1M 0.05%
2,705,529
+350,251
+15% +$4.63M
SHAK icon
436
Shake Shack
SHAK
$2.98B
$35M 0.05%
397,300
+94,100
+31% +$10.2M
JNPR
437
DELISTED
Juniper Networks
JNPR
$35M 0.05%
966,991
+625,800
+183% +$22.9M
WK icon
438
Workiva
WK
$4.01B
$35M 0.05%
461,011
+46,500
+11% +$4.39M
LCID icon
439
Lucid Motors
LCID
$2.54B
$35M 0.05%
1,445,737
-208,249
-13% -$5.57M
BMI icon
440
Badger Meter
BMI
$3.78B
$35M 0.05%
183,800
+66,700
+57% +$13.9M
IBDQ
441
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$34.9M 0.05%
1,388,265
+94,457
+7% +$2.37M
SUB icon
442
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$34.8M 0.05%
330,000
+1,700
+0.5% +$180K
NEAR icon
443
iShares Short Maturity Bond ETF
NEAR
$4.88B
$34.7M 0.05%
682,800
+157,000
+30% +$7.95M
HUBB icon
444
Hubbell
HUBB
$26.8B
$34.7M 0.05%
+104,800
New +$40.6M
RDWR icon
445
Radware
RDWR
$1.25B
$34.6M 0.05%
1,599,230
-50,900
-3% -$1.14M
UPWK icon
446
Upwork
UPWK
$1.08B
$34.6M 0.05%
2,647,515
+602,400
+29% +$9.18M
EZPW icon
447
Ezcorp Inc
EZPW
$1.76B
$34.5M 0.05%
2,341,366
+248,900
+12% +$3.29M
GFF icon
448
Griffon
GFF
$4.8B
$34.4M 0.05%
481,000
-219,351
-31% -$16.2M
PM icon
449
Philip Morris
PM
$294B
$34.4M 0.05%
216,500
+87,600
+68% +$12.4M
AGNC icon
450
AGNC Investment
AGNC
$13B
$34.3M 0.05%
+3,585,129
New +$35.8M
16 17
18
19 20

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Jim Simons's Q1 2025 Portfolio in Review

As of Q1 2025, Jim Simons held 3,989 positions worth $66.1B, down 2.2% from $67.6B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2025 filing shows 456 new, 1,472 increased, 1,441 reduced and 583 closed positions. Its largest new stake was ServiceNow: 1,361,505 shares worth $217M. The largest sale was Palantir, an estimated $571M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 21% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q1 2025 buy was ServiceNow: 1,361,505 shares worth $217M.
  • Jim Simons added most to Broadcom in Q1 2025, an estimated $513M increase.
  • Jim Simons's biggest Q1 2025 reduction was Palantir, cutting an estimated $571M.
  • Jim Simons fully exited Nike in Q1 2025, selling an estimated $197M.
  • Jim Simons's ten largest holdings make up 11% of its $66.1B portfolio in Q1 2025.
  • Jim Simons opened 456 new positions and closed 583 in Q1 2025.
  • Jim Simons's portfolio value fell 2.2% quarter-over-quarter to $66.1B.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.