Jim Simons’s SES AI SES Stock Holding History

Jim Simons’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.42M	Buy	4,596,252 +1,671,610	+57%	+$2.84M	0.01%	1447
2025 Q4	$5.26M	Buy	2,924,642 +2,846,642	+3,650%	+$6.38M	0.01%	1272
2025 Q3	$130K	Buy	+78,000	New	+$93.3K	﹤0.01%	3223
2025 Q2	–	Sell	-450,000	Closed	-$234K	–	3851
2025 Q1	$234K	Sell	450,000 -215,300	-32%	-$198K	﹤0.01%	3026
2024 Q4	$1.46M	Buy	665,300 +445,600	+203%	+$254K	﹤0.01%	2263
2024 Q3	$141K	Buy	219,700 +98,400	+81%	+$103K	﹤0.01%	3196
2024 Q2	$152K	Buy	121,300 +46,800	+63%	+$63.5K	﹤0.01%	3104
2024 Q1	$125K	Sell	74,500 -12,400	-14%	-$18.6K	﹤0.01%	3329
2023 Q4	$159K	Sell	86,900 -61,195	-41%	-$132K	﹤0.01%	3201
2023 Q3	$336K	Sell	148,095 -22,300	-13%	-$54.1K	﹤0.01%	2880
2023 Q2	$416K	Buy	+170,395	New	+$330K	﹤0.01%	2975

Other funds holding SES

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GMH

General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jim Simons's SES Position: Q1 2026 in Review

Jim Simons increased its SES AI (SES) stake by 57% in Q1 2026, buying an estimated $2.84M and bringing the position to 4,596,252 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #1447.

Jim Simons first reported a position in SES in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.26M in Q4 2025. 141 funds tracked by Wall St. Rank hold SES as of Q1 2026.

Jim Simons held 4,596,252 shares of SES AI worth $4.42M as of Q1 2026.
Jim Simons bought 1,671,610 SES AI shares in Q1 2026, an estimated $2.84M.
SES AI made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1447 holding.
Jim Simons first reported a position in SES AI in Q2 2023 and has held it in 11 quarters since.
Jim Simons's SES AI position peaked at $5.26M in Q4 2025.
141 funds tracked by Wall St. Rank held SES AI as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.