We are live on !
Find out more
Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
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
+887.92%
AUM
$59B
AUM Growth
-$4.66B
(-7.3%)
Cap. Flow
-$4.49B
Cap. Flow % of AUM
Cap. Flow %
-7.61%
Top 10 Holdings %
Top 10 Hldgs %
11.98%
Holding
4,123
New
461
Increased
1,436
Reduced
1,503
Closed
673
Avg Time Held
3.3
years
Top 10 Avg Time Held
1.9
years
Top 20 Avg Time Held
1.8
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$412M |
| 2 |
Advanced Micro Devices
AMD
|
+$294M |
| 3 |
Apple
AAPL
|
+$244M |
| 4 |
Qualcomm
QCOM
|
+$207M |
| 5 |
Pinduoduo
PDD
|
+$180M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$510M |
| 2 |
Uber
UBER
|
+$419M |
| 3 |
Chevron
CVX
|
+$286M |
| 4 |
Meta Platforms (Facebook)
META
|
+$255M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Novo Nordisk
NVO
$176B
| $1.31B | 2.22% |
9,165,374
-1,620,700
| -15% | -$215M |
2013 Q2
44 quarters
|
|
2
Palantir
PLTR
$442B
| $1B | 1.7% |
39,515,309
-7,839,908
| -17% | -$177M |
2021 Q2
12 quarters
|
|
3
NVIDIA
NVDA
$4.94T
| $867M | 1.47% |
7,021,790
+1,515,540
| +28% | +$153M |
2023 Q1
5 quarters
|
|
4
Vertex Pharmaceuticals
VRTX
$142B
| $734M | 1.25% |
1,566,388
-14,100
| -0.9% | -$6.12M |
2017 Q1
29 quarters
|
|
5
United Therapeutics
UTHR
$25.7B
| $693M | 1.18% |
2,174,692
+22,978
| +1% | +$6.08M |
2013 Q2
44 quarters
|
|
6
VeriSign
VRSN
$27.6B
| $538M | 0.91% |
3,027,696
-16,094
| -0.5% | -$2.87M |
2013 Q2
44 quarters
|
|
|
7
Meta Platforms (Facebook)
META
$1.6T
| $527M | 0.89% |
1,046,133
-524,384
| -33% | -$255M |
2021 Q3
11 quarters
|
|
8
Airbnb
ABNB
$96.9B
| $516M | 0.87% |
3,401,405
-1,022,060
| -23% | -$156M |
2021 Q2
12 quarters
|
|
|
9
Broadcom
AVGO
$1.56T
| $472M | 0.8% |
+2,941,150
| New | +$412M |
2024 Q2
0 quarters
|
|
10
Tesla
TSLA
$1.58T
| $406M | 0.69% |
2,051,425
+255,100
| +14% | +$44.6M |
2018 Q4
22 quarters
|
|
11
Sprouts Farmers Market
SFM
$4.58B
| $371M | 0.63% |
4,438,144
+593,600
| +15% | +$43.3M |
2016 Q2
32 quarters
|
|
12
Franco-Nevada
FNV
$43.4B
| $364M | 0.62% |
3,073,949
-177,900
| -5% | -$21.6M |
2014 Q1
41 quarters
|
|
|
13
Apple
AAPL
$5.03T
| $363M | 0.62% |
1,721,444
+1,307,877
| +316% | +$244M |
2020 Q3
15 quarters
|
|
14
Gilead Sciences
GILD
$212B
| $347M | 0.59% |
5,057,598
+739,948
| +17% | +$49.4M |
2014 Q4
38 quarters
|
|
15
Exelixis
EXEL
$16.9B
| $341M | 0.58% |
15,163,066
+61,350
| +0.4% | +$1.36M |
2016 Q3
31 quarters
|
|
16
Neurocrine Biosciences
NBIX
$14.9B
| $340M | 0.58% |
2,468,146
+216,500
| +10% | +$29.7M |
2018 Q4
22 quarters
|
|
17
Cboe Global Markets
CBOE
$35B
| $319M | 0.54% |
1,874,724
-107,500
| -5% | -$19.1M |
2013 Q2
44 quarters
|
|
18
Chipotle Mexican Grill
CMG
$40.3B
| $318M | 0.54% |
5,078,100
-2,379,650
| -32% | -$148M |
2022 Q2
8 quarters
|
|
19
Incyte
INCY
$24.5B
| $316M | 0.54% |
5,218,337
-458,100
| -8% | -$25.9M |
2017 Q4
26 quarters
|
|
20
DoorDash
DASH
$77.6B
| $303M | 0.51% |
2,787,843
+392,300
| +16% | +$47.3M |
2021 Q2
12 quarters
|
|
21
Fortinet
FTNT
$100B
| $303M | 0.51% |
5,026,394
+657,400
| +15% | +$40.9M |
2015 Q3
35 quarters
|
|
|
22
Advanced Micro Devices
AMD
$824B
| $296M | 0.5% |
+1,825,890
| New | +$294M |
2024 Q2
0 quarters
|
|
23
Molina Healthcare
MOH
$10.6B
| $282M | 0.48% |
949,691
+111,154
| +13% | +$37.7M |
2013 Q2
44 quarters
|
|
24
monday.com
MNDY
$4.04B
| $270M | 0.46% |
1,122,690
+188,800
| +20% | +$39.8M |
2021 Q4
10 quarters
|
|
25
Atlassian
TEAM
$48.5B
| $269M | 0.46% |
1,521,523
-66,906
| -4% | -$12M |
2016 Q2
32 quarters
|
|
Similar funds
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 673 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 461 new positions and closed 673 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.