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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
+2.46%
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
$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
SGMT icon
2426
Sagimet Biosciences
SGMT
$598M
$829K ﹤0.01%
242,400
-177,000
-42% -$812K
ENFN
2427
DELISTED
Enfusion, Inc.
ENFN
$827K ﹤0.01%
97,100
+60,811
+168% +$556K
MXCT icon
2428
MaxCyte
MXCT
$139M
$827K ﹤0.01%
210,914
+48,314
+30% +$208K
KVHI icon
2429
KVH Industries
KVHI
$144M
$825K ﹤0.01%
177,400
+49,600
+39% +$247K
FIBK icon
2430
First Interstate BancSystem
FIBK
$3.73B
$825K ﹤0.01%
+29,698
New +$786K
SLYG icon
2431
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.25B
$824K ﹤0.01%
9,600
+1,772
+23% +$151K
MDYV icon
2432
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.89B
$824K ﹤0.01%
11,300
+1,275
+13% +$93.6K
BBUS icon
2433
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.26B
$824K ﹤0.01%
+8,400
New +$794K
CIBR icon
2434
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$824K ﹤0.01%
14,600
+3,900
+36% +$214K
CPIX icon
2435
Cumberland Pharmaceuticals
CPIX
$117M
$823K ﹤0.01%
538,163
-4,500
-0.8% -$7.08K
HLVX
2436
DELISTED
HilleVax
HLVX
$820K ﹤0.01%
56,700
+30,900
+120% +$425K
ABOS icon
2437
Acumen Pharmaceuticals
ABOS
$186M
$818K ﹤0.01%
+338,100
New +$1.08M
RVSB icon
2438
Riverview Bancorp
RVSB
$107M
$813K ﹤0.01%
203,658
-4,349
-2% -$17.8K
DXJ icon
2439
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
$812K ﹤0.01%
7,200
-38,300
-84% -$4.16M
SCHA icon
2440
Schwab U.S Small- Cap ETF
SCHA
$23.6B
$811K ﹤0.01%
34,200
-3,200
-9% -$75.8K
VERI icon
2441
Veritone
VERI
$115M
$811K ﹤0.01%
+358,900
New +$1.27M
GSIE icon
2442
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$811K ﹤0.01%
24,100
-14,200
-37% -$484K
ASAI
2443
DELISTED
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
$810K ﹤0.01%
+87,100
New +$1.08M
FA icon
2444
First Advantage
FA
$3.68B
$810K ﹤0.01%
50,400
-91,700
-65% -$1.48M
NEXN
2445
Nexxen International
NEXN
$587M
$810K ﹤0.01%
144,100
+15,200
+12% +$88.7K
EIDO icon
2446
iShares MSCI Indonesia ETF
EIDO
$490M
$810K ﹤0.01%
+42,021
New +$857K
RDI icon
2447
Reading International Class A
RDI
$37.3M
$809K ﹤0.01%
569,590
-4,800
-0.8% -$7.84K
DTIL icon
2448
Precision BioSciences
DTIL
$201M
$808K ﹤0.01%
82,998
-16,500
-17% -$194K
WOR icon
2449
Worthington Enterprises
WOR
$2.87B
$804K ﹤0.01%
+16,986
New +$959K
ESNT icon
2450
Essent Group
ESNT
$6.23B
$804K ﹤0.01%
+14,300
New +$796K
96 97
98
99 100

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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.