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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
AZ icon
3701
A2Z Smart Technologies
AZ
$361M
– –
-9,043
Closed -$31K
BA icon
3702
Boeing
BA
$182B
– –
-1,057,900
Closed -$276M
BANC icon
3703
Banc of California
BANC
$3.11B
– –
-155,711
Closed -$2.09M
BBAG icon
3704
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$998M
– –
-4,600
Closed -$214K
BBEU icon
3705
JPMorgan BetaBuilders Europe ETF
BBEU
$9.53B
– –
-29,900
Closed -$1.69M
BBJP icon
3706
JPMorgan BetaBuilders Japan ETF
BBJP
$19.2B
– –
-8,500
Closed -$446K
BCDA icon
3707
BioCardia
BCDA
$13.8M
– –
-5,887
Closed -$59K
BDRX
3708
Biodexa Pharmaceuticals
BDRX
$1.61M
– –
-9
Closed -$31K
BERZ icon
3709
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ
$13.7M
– –
-130
Closed -$102K
BITI icon
3710
ProShares Short Bitcoin Strategy ETF
BITI
$120M
– –
-23,860
Closed -$1.57M
BLCO icon
3711
Bausch + Lomb
BLCO
$6.06B
– –
-93,600
Closed -$1.6M
BLTE
3712
Belite Bio
BLTE
$6.67B
– –
-4,900
Closed -$224K
BMA icon
3713
Banco Macro
BMA
$5.14B
– –
-47,800
Closed -$1.37M
BMR icon
3714
Beamr Imaging
BMR
$19.7M
– –
-30,248
Closed -$44K
BMY icon
3715
Bristol-Myers Squibb
BMY
$132B
– –
-2,432,166
Closed -$125M
BNGO icon
3716
Bionano Genomics
BNGO
$13.5M
– –
-8,571
Closed -$972K
BNS icon
3717
Scotiabank
BNS
$111B
– –
-60,100
Closed -$2.93M
BOND icon
3718
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
– –
-37,100
Closed -$3.43M
BOOT icon
3719
Boot Barn
BOOT
$4.92B
– –
-207,500
Closed -$15.9M
BORR
3720
Borr Drilling
BORR
$1.25B
– –
-32,400
Closed -$238K
BP icon
3721
BP
BP
$110B
– –
-1,043,482
Closed -$36.9M
BR icon
3722
Broadridge
BR
$19.6B
– –
-38,300
Closed -$7.88M
BRK.A icon
3723
Berkshire Hathaway Class A
BRK.A
$1.09T
– –
-205
Closed -$111M
BRO icon
3724
Brown & Brown
BRO
$24B
– –
-389,200
Closed -$27.7M
BSY icon
3725
Bentley Systems
BSY
$11B
– –
-44,300
Closed -$2.31M
147 148
149
150 151

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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.