Filing45

Jim Simons

Renaissance Tech · Quant · $72.6B across 3,140 positions

As reported for the quarter ending Jun 30, 2026, filed Aug 13, 2026. Read it on EDGAR

Bought into last quarter

Largest positions

HoldingValueShare of portfolioChange
NVDANvidia Corporation$1.4B1.95%Added +181%
METAMeta Platforms INC$1.1B1.57%Added +699%
INTCIntel CORP$1.0B1.41%Trimmed -1%
UTHRUnited Therapeutics CORP Del$925.8M1.27%Trimmed -4%
PLTRPalantir Technologies INC$883.0M1.22%Added +8%
GOOGLAlphabet INC$828.2M1.14%Added +327%
EXELExelixis INC$730.6M1.01%Trimmed -2%
VRSNVerisign INC$616.3M0.85%Trimmed -13%
KGCKinross Gold CORP$584.5M0.80%Trimmed -3%
CRWDCrowdstrike Hldgs INC$571.6M0.79%New position
STRLSterling Infrastructure INC$564.2M0.78%Trimmed -12%
GOOGAlphabet INC$556.8M0.77%Added +684%
AMZNAmazon Com INC$546.0M0.75%New position
AGXArgan INC$517.8M0.71%Added +6%
NFLXNetflix INC.$484.7M0.67%Added +275718%
CVXChevron Corporation$475.8M0.66%Added +42%
TSLATesla INC$467.3M0.64%Added +426%
AMDAdvanced Micro Devices INC$463.8M0.64%Added +282%
AAPLApple INC$459.1M0.63%Trimmed -48%
CORTCorcept Therapeutics INC$457.5M0.63%Trimmed -7%
ETSYEtsy INC$451.3M0.62%Unchanged
Not listedSeagate Technology Hldngs Pl$441.3M0.61%Added +47%
FNVFranco Nev CORP$424.6M0.58%Trimmed -8%
TXNTexas Instrs INC$417.9M0.58%Added +65%
WWayfair INC$417.2M0.57%Trimmed -9%
TSMTaiwan Semiconductor Manufac$405.5M0.56%Added +50%
INCYIncyte CORP$398.1M0.55%Trimmed -4%
NBIXNeurocrine Biosciences INC$393.7M0.54%Trimmed -3%
RBLXRoblox CORP$370.5M0.51%Trimmed -4%
WDCWestern Digital CORP$343.3M0.47%Trimmed -53%
Not listedAlkermes PLC$338.5M0.47%Added +5%
CVNACarvana CO$337.2M0.46%Added +326%
AVGOBroadcom INC$321.0M0.44%Added +7%
PEverpure INC$288.0M0.40%Trimmed -3%
GILDGilead Sciences INC$280.1M0.39%Added +3%
DELLDell Technologies INC$279.0M0.38%Trimmed -10%
MCKMckesson CORP$272.8M0.38%Added +208%
AZOAutozone INC$269.3M0.37%Added +146%
TJXTjx Cos INC New$262.0M0.36%Added +625%
RDDTReddit INC$251.7M0.35%Trimmed -7%

Sold out of

Held at the previous filing, gone from this one.