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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
QNTM
3476
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$20.8M
$54K ﹤0.01%
1,158
+93
+9% +$5.1K
BEDU
3477
DELISTED
Bright Scholar Education Holdings
BEDU
$53K ﹤0.01%
26,525
-2,800
-10% -$5.05K
AGMH icon
3478
AGM Group Holdings
AGMH
$2.24M
$52K ﹤0.01%
+685
New +$61.6K
CREG
3479
DELISTED
Smart Powerr
CREG
$52K ﹤0.01%
419
+248
+145% +$36K
BMTX
3480
DELISTED
BM Technologies, Inc.
BMTX
$52K ﹤0.01%
31,700
+2,500
+9% +$4.81K
CBD
3481
DELISTED
Companhia Brasileira de Distribuicao
CBD
$52K ﹤0.01%
81,900
+300
+0.4% +$221
BHAT
3482
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$51K ﹤0.01%
9
-9
-50% -$47.6K
BOXL icon
3483
Boxlight
BOXL
$4.54M
$51K ﹤0.01%
434
+84
+24% +$13K
CVU icon
3484
CPI Aerostructures
CVU
$75M
$51K ﹤0.01%
21,700
-22,300
-51% -$57.8K
ISUN
3485
DELISTED
iSun, Inc. Common Stock
ISUN
$51K ﹤0.01%
205,510
+41,300
+25% +$8.76K
AMTD
3486
AMTD IDEA Group
AMTD
$72.1M
$50K ﹤0.01%
28,000
+5,667
+25% +$9.82K
FURY
3487
Fury Gold Mines
FURY
$116M
$50K ﹤0.01%
118,600
+65,500
+123% +$25.5K
SST icon
3488
System1
SST
$17.8M
$50K ﹤0.01%
+2,560
New +$43.6K
ACHV icon
3489
Achieve Life Sciences
ACHV
$744M
$49K ﹤0.01%
10,700
-200
-2% -$888
MRDN
3490
Meridian Holdings Inc
MRDN
$178M
$49K ﹤0.01%
1,417
+309
+28% +$10.4K
RCON icon
3491
Recon Technology
RCON
$2.5M
$49K ﹤0.01%
18,223
-2,651
-13% -$8.43K
TPIC
3492
DELISTED
TPI Composites
TPIC
$49K ﹤0.01%
+16,716
New +$49.2K
IHRT icon
3493
iHeartMedia
IHRT
$464M
$47K ﹤0.01%
22,400
-648,327
-97% -$1.53M
PODC icon
3494
PodcastOne
PODC
$95.7M
$47K ﹤0.01%
+22,648
New +$42.7K
FENG
3495
Phoenix New Media
FENG
$18.4M
$46K ﹤0.01%
23,931
-1,100
-4% -$1.69K
IKT icon
3496
Inhibikase Therapeutics
IKT
$378M
$46K ﹤0.01%
21,422
-3,000
-12% -$6.62K
SHPW
3497
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$46K ﹤0.01%
23,243
+1,800
+8% +$3.49K
UCL
3498
uCloudlink Group
UCL
$27.9M
$45K ﹤0.01%
28,705
-500
-2% -$782
BEST
3499
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$45K ﹤0.01%
20,600
+200
+1% +$456
MTEM
3500
DELISTED
Molecular Templates, Inc.
MTEM
$45K ﹤0.01%
20,053
-3,600
-15% -$12.1K
138 139
140
141 142

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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.