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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
CCM
3576
Concord Medical Services
CCM
$20M
$23K ﹤0.01%
4,070
-720
-15% -$5.17K
IMCC
3577
IM Cannabis
IMCC
$1.17M
$23K ﹤0.01%
7,300
+851
+13% +$1.58K
RKDA icon
3578
Arcadia Biosciences
RKDA
$1.24M
$23K ﹤0.01%
+10,453
New +$27.1K
TNXP icon
3579
Tonix Pharmaceuticals
TNXP
$214M
$23K ﹤0.01%
39
-36
-48% -$38.8K
TOMZ icon
3580
TOMI Environmental Solutions
TOMZ
$14.4M
$23K ﹤0.01%
11,167
+2,600
+30% +$6.25K
BNED icon
3581
Barnes & Noble Education
BNED
$424M
$22K ﹤0.01%
299
-824
-73% -$76.4K
LEDS icon
3582
SemiLEDS
LEDS
$17.6M
$22K ﹤0.01%
+14,900
New +$21.3K
ORBS
3583
Eightco Holdings
ORBS
$292M
$22K ﹤0.01%
5,649
+3,549
+169% +$11.3K
SCKT icon
3584
Socket Mobile
SCKT
$11.2M
$22K ﹤0.01%
21,900
+300
+1% +$325
TLPH icon
3585
Talphera
TLPH
$62.8M
$22K ﹤0.01%
+21,569
New +$23K
VANI icon
3586
Vivani Medical
VANI
$116M
$22K ﹤0.01%
12,136
-3,564
-23% -$5.25K
AMBO
3587
Ambow Education Holding
AMBO
$6.06M
$21K ﹤0.01%
12,211
-3,073
-20% -$5.19K
SIFY
3588
Sify Technologies
SIFY
$1.15B
$21K ﹤0.01%
2,783
-1,800
-39% -$15.3K
SMX icon
3589
SMX (Security Matters) Plc
SMX
$17.7M
– –
0
– –
AUMN
3590
DELISTED
Golden Minerals Company
AUMN
$21K ﹤0.01%
48,900
+3,655
+8% +$1.57K
BFI
3591
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$21K ﹤0.01%
36,900
+6,100
+20% +$4.03K
BDSX icon
3592
Biodesix
BDSX
$251M
$19K ﹤0.01%
660
-1,780
-73% -$60.9K
MHUA
3593
DELISTED
Meihua International Medical Technologies
MHUA
$19K ﹤0.01%
256
-454
-64% -$40.1K
BRSH
3594
DELISTED
Bruush Oral Care Inc. Common Stock
BRSH
$19K ﹤0.01%
+362,200
New +$32.2K
CWD icon
3595
CaliberCos
CWD
$5.91M
$18K ﹤0.01%
+895
New +$21.5K
FEAM icon
3596
5E Advanced Materials
FEAM
$67.3M
$18K ﹤0.01%
+574
New +$18K
ALP
3597
Alpha Compute
ALP
$3.99M
$18K ﹤0.01%
1,583
+528
+50% +$7.96K
BVC
3598
BitVentures Limited Ordinary Shares
BVC
$2.53B
$18K ﹤0.01%
14,300
+100
+0.7% +$135
LGL.WS
3599
DELISTED
LGL Group Inc Warrants
LGL.WS
$17K ﹤0.01%
56,064
-11,300
-17% -$3.16K
RJET
3600
Republic Airways Holdings
RJET
$964M
$17K ﹤0.01%
1,307
-1,987
-60% -$27.1K
142 143
144
145 146

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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.