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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
+9.46%
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
$63.6B
AUM Growth
-$983M
Cap. Flow
-$5.25B
Cap. Flow %
-8.25%
Top 10 Hldgs %
11.59%
Holding
4,246
New
562
Increased
1,539
Reduced
1,517
Closed
582

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$317M
2
WMT icon
Walmart Inc
WMT
+$218M
3
LIN icon
Linde
LIN
+$174M
4
PYPL icon
PayPal
PYPL
+$133M
5
UNP icon
Union Pacific
UNP
+$126M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$724M
2
UBER icon
Uber
UBER
+$527M
3
XOM icon
ExxonMobil
XOM
+$450M
4
NVO
Novo Nordisk
NVO
+$365M
5
AAPL icon
Apple
AAPL
+$336M

Sector Composition

Rank Sector Weight
1 Technology 18.8%
2 Healthcare 17.12%
3 Consumer Discretionary 13.21%
4 Financials 8.81%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VABK icon
3076
Virginia National Bankshares
VABK
$254M
$313K ﹤0.01%
10,400
+500
+5% +$15.9K
LSTA icon
3077
Lisata Therapeutics
LSTA
$10.2M
$311K ﹤0.01%
99,522
+2,300
+2% +$6.81K
PBW icon
3078
Invesco WilderHill Clean Energy ETF
PBW
$464M
$311K ﹤0.01%
13,500
+5,800
+75% +$139K
CZWI icon
3079
Citizens Community Bancorp
CZWI
$203M
$309K ﹤0.01%
25,400
+8,200
+48% +$97.6K
RPRX icon
3080
Royalty Pharma
RPRX
$25.7B
$309K ﹤0.01%
+10,190
New +$300K
WIMI
3081
WiMi Hologram Cloud
WIMI
$24.1M
$309K ﹤0.01%
33,990
-370
-1% -$3.39K
MTTR
3082
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$309K ﹤0.01%
136,511
+66,100
+94% +$145K
KNDI
3083
Kandi Technologies Group
KNDI
$63.3M
$308K ﹤0.01%
145,448
+7,948
+6% +$20.4K
QTEC icon
3084
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.93B
$305K ﹤0.01%
1,600
+200
+14% +$36.9K
EWD icon
3085
iShares MSCI Sweden ETF
EWD
$585M
$304K ﹤0.01%
+7,600
New +$294K
CYPH
3086
Cypherpunk Technologies Inc
CYPH
$69.1M
$304K ﹤0.01%
114,470
+100,020
+692% +$300K
SMIN icon
3087
iShares MSCI India Small-Cap ETF
SMIN
$771M
$302K ﹤0.01%
+4,300
New +$308K
UONE icon
3088
Urban One Class A
UONE
$23.5M
$301K ﹤0.01%
11,140
+3,190
+40% +$106K
BSBK icon
3089
Bogota Financial
BSBK
$113M
$299K ﹤0.01%
42,300
+400
+1% +$3.13K
SMP icon
3090
Standard Motor Products
SMP
$859M
$299K ﹤0.01%
8,900
-7,200
-45% -$264K
RNTX
3091
Rein Therapeutics
RNTX
$68.9M
$299K ﹤0.01%
45,064
+17,045
+61% +$81.6K
FNWD icon
3092
Finward Bancorp
FNWD
$196M
$298K ﹤0.01%
12,100
+278
+2% +$6.66K
EC icon
3093
Ecopetrol
EC
$35.6B
$296K ﹤0.01%
25,035
-99,100
-80% -$1.15M
VSTM icon
3094
Verastem
VSTM
$595M
$296K ﹤0.01%
25,065
-6,300
-20% -$72.8K
BHM icon
3095
Bluerock Homes Trust
BHM
$36.4M
$295K ﹤0.01%
17,400
-1,200
-6% -$17.6K
GBLI icon
3096
Global Indemnity Group
GBLI
$413M
$294K ﹤0.01%
9,614
– –
LFWD icon
3097
ReWalk Robotics
LFWD
$22.5M
$293K ﹤0.01%
4,669
-155
-3% -$11.7K
IYG icon
3098
iShares US Financial Services ETF
IYG
$2.23B
$292K ﹤0.01%
+4,400
New +$273K
NVD icon
3099
GraniteShares 2x Short NVDA Daily ETF
NVD
$47.9M
$292K ﹤0.01%
+2,308
New +$585K
TLTW icon
3100
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.83B
$292K ﹤0.01%
10,932
-237,665
-96% -$6.33M
122 123
124
125 126

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Jim Simons's Q1 2024 Portfolio in Review

As of Q1 2024, Jim Simons held 4,246 positions worth $63.6B, down 1.5% from $64.6B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.25B in Q1 2024, closing 582 positions and reducing 1,517 holdings. Its most notable exit was ExxonMobil, an estimated $450M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in Chevron worth $331M.

  • Jim Simons's largest Q1 2024 buy was Chevron: 2,097,623 shares worth $331M.
  • Jim Simons added most to Walmart Inc in Q1 2024, an estimated $218M increase.
  • Jim Simons's biggest Q1 2024 reduction was NVIDIA, cutting an estimated $724M.
  • Jim Simons fully exited ExxonMobil in Q1 2024, selling an estimated $450M.
  • Jim Simons's ten largest holdings make up 12% of its $63.6B portfolio in Q1 2024.
  • Jim Simons opened 562 new positions and closed 582 in Q1 2024.
  • Jim Simons's portfolio value fell 1.5% quarter-over-quarter to $63.6B.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.