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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
NEXR
3651
Nexera Technologies Ltd
NEXR
$1.53M
– –
0
– –
MWG icon
3652
Multi Ways Holdings
MWG
$6.63M
$4K ﹤0.01%
1,430
-1,580
-52% -$4.86K
CSSE
3653
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$4K ﹤0.01%
+27,200
New +$5.08K
AIH
3654
DELISTED
Aesthetic Medical International Holdings
AIH
$4K ﹤0.01%
14,700
+1,600
+12% +$790
SXTP icon
3655
60 Degrees Pharmaceuticals
SXTP
$3.14M
$3K ﹤0.01%
+52
New +$5.8K
ISPC icon
3656
iSpecimen
ISPC
$3.31M
$2K ﹤0.01%
13
– –
SOPA
3657
DELISTED
Society Pass
SOPA
$2K ﹤0.01%
840
-3,113
-79% -$9.28K
AAOI icon
3658
Applied Optoelectronics
AAOI
$11B
– –
-26,400
Closed -$510K
ACA icon
3659
Arcosa
ACA
$7.12B
– –
-11,915
Closed -$985K
ABVC icon
3660
ABVC BioPharma
ABVC
$24.9M
– –
-36,100
Closed -$42K
ACGL icon
3661
Arch Capital
ACGL
$33.5B
– –
-54,500
Closed -$4.05M
ACLX
3662
DELISTED
Arcellx
ACLX
– –
-61,100
Closed -$3.39M
ADP icon
3663
Automatic Data Processing
ADP
$110B
– –
-195,800
Closed -$45.6M
ADT icon
3664
ADT
ADT
$5.46B
– –
-110,006
Closed -$750K
AEP icon
3665
American Electric Power
AEP
$68.3B
– –
-346,400
Closed -$28.1M
AEVA
3666
Aeva Technologies
AEVA
$1.56B
– –
-41,420
Closed -$157K
AFG icon
3667
American Financial Group
AFG
$12.1B
– –
-53,500
Closed -$6.36M
AFL icon
3668
Aflac
AFL
$60.7B
– –
-124,100
Closed -$10.2M
AFRM icon
3669
Affirm
AFRM
$26.2B
– –
-1,168,519
Closed -$57.4M
AI icon
3670
C3.ai
AI
$1.58B
– –
-210,900
Closed -$6.05M
AIQ icon
3671
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
– –
-21,461
Closed -$669K
AIT icon
3672
Applied Industrial Technologies
AIT
$13.2B
– –
-38,950
Closed -$6.73M
AIZ icon
3673
Assurant
AIZ
$13.9B
– –
-70,700
Closed -$11.9M
AKAN icon
3674
Akanda
AKAN
$2.71M
– –
-2
Closed -$6K
ALL icon
3675
Allstate
ALL
$65.9B
– –
-58,900
Closed -$8.24M
145 146
147
148 149

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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.