Jim Simons Semiconductors

Renaissance Technologies LLC

$70.6 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp	$465B	$1.05 Billion 1.49% of portfolio	5,628,605	Q3 2025 Reduced 24.17%
TSM Taiwan Semiconductor Manufacturing CO LTD	$1.46T	$375 Million 0.53% of portfolio	1,342,920	Q3 2025 Added 65.1%
MU Micron Technology Inc	$268B	$201 Million 0.28% of portfolio	1,199,536	Q3 2025 New
ADI Analog Devices Inc	$118B	$151 Million 0.21% of portfolio	613,695	Q3 2025 New
TXN Texas Instruments Inc	$177B	$145 Million 0.21% of portfolio	743,400	Q3 2025 New
INTC Intel Corp	$143B	$114 Million 0.16% of portfolio	3,392,265	Q3 2025 Reduced 55.32%
AMD Advanced Micro Devices Inc	$388B	$84.7 Million 0.12% of portfolio	523,447	Q3 2025 New
MCHP Microchip Technology Inc	$29.5B	$84.1 Million 0.12% of portfolio	1,309,556	Q3 2025 New
ON On Semiconductor Corp	$20.3B	$79.4 Million 0.11% of portfolio	1,609,732	Q3 2025 Added 73.86%

SWKS Skyworks Solutions, Inc.	$10.7B	$59.7 Million 0.08% of portfolio	775,883	Q3 2025 Added 83.52%
QRVO Qorvo, Inc.	$8.77B	$43.8 Million 0.06% of portfolio	480,506	Q3 2025 Added 137.4%
NVTS Navitas Semiconductor Corp	$1.23B	$26.2 Million 0.04% of portfolio	3,623,900	Q3 2025 Reduced 11.33%
TSEM Tower Semiconductor LTD	$10.9B	$21.9 Million 0.03% of portfolio	303,049	Q3 2025 Reduced 6.36%
IMOS Chipmos Technologies Inc	$1.12B	$21.8 Million 0.03% of portfolio	1,141,590	Q3 2025 Reduced 0.92%
ASX Ase Technology Holding Co., Ltd.	$31.3B	$16.7 Million 0.02% of portfolio	1,504,285	Q3 2025 New
MTSI Macom Technology Solutions Holdings, Inc.	$11.4B	$16.3 Million 0.02% of portfolio	131,215	Q3 2025 New
QCOM Qualcomm Inc	$187B	$13.9 Million 0.02% of portfolio	83,261	Q3 2025 New
CRUS Cirrus Logic, Inc.	$6.67B	$13.2 Million 0.02% of portfolio	105,520	Q3 2025 Reduced 36.52%

NVEC Nve Corp	$304M	$10.1 Million 0.01% of portfolio	154,400	Q3 2025 Added 1.65%
AMKR Amkor Technology, Inc.	$7.56B	$9.74 Million 0.01% of portfolio	343,000	Q3 2025 Reduced 69.51%
POWI Power Integrations Inc	$1.98B	$8.86 Million 0.01% of portfolio	220,400	Q3 2025 Added 118.0%
MPWR Monolithic Power Systems Inc	$43.2B	$7.44 Million 0.01% of portfolio	8,086	Q3 2025 New
SLAB Silicon Laboratories Inc.	$4.06B	$6.94 Million 0.01% of portfolio	52,898	Q3 2025 New
LASR Nlight, Inc.	$1.38B	$6.22 Million 0.01% of portfolio	209,900	Q3 2025 New
DIOD Diodes Inc	$2.03B	$5.36 Million 0.01% of portfolio	100,651	Q3 2025 Reduced 2.61%
HIMX Himax Technologies, Inc.	$1.29B	$3.02 Million 0.0% of portfolio	342,061	Q3 2025 Reduced 34.11%
MRAM Everspin Technologies Inc	$169M	$2.22 Million 0.0% of portfolio	249,767	Q3 2025 Added 2.67%
SITM Sitime Corp	$6.02B	$2.17 Million 0.0% of portfolio	7,200	Q3 2025 New
VLN Valens Semiconductor Ltd.	$167M	$2.11 Million 0.0% of portfolio	1,180,515	Q3 2025 Added 30.84%
AIP Arteris, Inc.	$458M	$1.83 Million 0.0% of portfolio	183,800	Q3 2025 Reduced 11.8%
GSIT Gsi Technology Inc	$182M	$1.4 Million 0.0% of portfolio	385,909	Q3 2025 Added 221.3%
CEVA Ceva Inc	$571M	$335,000 0.0% of portfolio	12,700	Q3 2025 Reduced 74.45%
MX Magnachip Semiconductor Corp	$105M	$306,000 0.0% of portfolio	97,900	Q3 2025 New
AVGO Broadcom Inc.	$139B	$272,000 0.0% of portfolio	827	Q3 2025 Added 8.25%
LEDS Semi Le Ds Corp	$11.1M	$125,000 0.0% of portfolio	57,413	Q3 2025 Added 68.37%

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Jim Simons

Jim Simons is the founder and chairman of Renaissance Technologies, a successful investment firm that uses quantitative approaches to investing. Simons is known for his expertise in mathematical modeling and has a reputation for being a skilled and successful investor. He has generated strong returns for his clients over the long term.

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