We are live on ! Find out more
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
SLE icon
3526
Super League Enterprise
SLE
$5.41M
$38K ﹤0.01%
+37
New +$36.4K
MBIO icon
3527
Mustang Bio
MBIO
$4.5M
$37K ﹤0.01%
708
-86
-11% -$5.46K
RTC
3528
DELISTED
Baijiayun Group
RTC
$37K ﹤0.01%
6,729
-14,850
-69% -$116K
LEJU
3529
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$37K ﹤0.01%
28,099
-8,000
-22% -$10.6K
MGIH icon
3530
Millennium Group International
MGIH
$17.7M
$36K ﹤0.01%
+24,600
New +$37.2K
IMDX
3531
Insight Molecular Diagnostics
IMDX
$121M
$36K ﹤0.01%
12,218
-500
-4% -$1.54K
PHGE icon
3532
BiomX
PHGE
$1.67M
$36K ﹤0.01%
424
-156
-27% -$8.21K
ENFY
3533
DELISTED
Enlightify Inc
ENFY
$36K ﹤0.01%
13,151
+900
+7% +$2.44K
BCTX
3534
Briacell Therapeutics
BCTX
$29.9M
$35K ﹤0.01%
81
+8
+11% +$4.41K
FEED
3535
ENvue Medical Inc
FEED
$3.54M
$35K ﹤0.01%
353
-22
-6% -$2.38K
ZVIA icon
3536
Zevia
ZVIA
$101M
$35K ﹤0.01%
30,300
+8,100
+36% +$12.5K
VBIV
3537
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$35K ﹤0.01%
57,341
-9,501
-14% -$5.82K
BRTX icon
3538
BioRestorative Therapies
BRTX
$5.61M
$34K ﹤0.01%
+24,861
New +$38.3K
EVGN icon
3539
Evogene
EVGN
$10.3M
$34K ﹤0.01%
4,480
– –
PAVS icon
3540
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
ABTS icon
3541
Abits Group
ABTS
$3.94M
$33K ﹤0.01%
+3,160
New +$46.2K
SJ icon
3542
Scienjoy Holding
SJ
$39.1M
$33K ﹤0.01%
31,004
-14,900
-32% -$25.3K
YCBD icon
3543
cbdMD
YCBD
$5.93M
$33K ﹤0.01%
4,501
+587
+15% +$3.61K
XELA
3544
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$33K ﹤0.01%
+10,000
New +$24.3K
NCEL
3545
NewcelX Ltd
NCEL
$19.4M
$32K ﹤0.01%
449
+417
+1,303% +$68.1K
TOVX icon
3546
Theriva Biologics
TOVX
$10.6M
$32K ﹤0.01%
2,740
+372
+16% +$4.35K
FRSX
3547
Foresight Autonomous Holdings
FRSX
$3.93M
$31K ﹤0.01%
1,374
+605
+79% +$13.5K
MOGU
3548
MOGU Inc
MOGU
$16.3M
$31K ﹤0.01%
16,557
-100
-0.6% -$197
CNSY
3549
Cerenome, Inc. Common Stock
CNSY
$25.5M
$31K ﹤0.01%
696
-624
-47% -$30.2K
TXMD icon
3550
TherapeuticsMD
TXMD
$24.1M
$31K ﹤0.01%
+13,700
New +$31.7K
140 141
142
143 144

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.