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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
BTAL icon
3726
AGF US Market Neutral Anti-Beta Fund
BTAL
$297M
– –
-90,773
Closed -$1.54M
SLAI
3727
DELISTED
SOLAI Ltd ADS
SLAI
– –
-14,226
Closed -$502K
BTCT icon
3728
BTC Digital
BTCT
$7.99M
– –
-12,613
Closed -$61K
SRXH
3729
SRX Global
SRXH
$35.7M
– –
-50
Closed -$27K
BUR icon
3730
Burford Capital
BUR
$968M
– –
-97,600
Closed -$1.52M
BV icon
3731
BrightView Holdings
BV
$1.08B
– –
-90,971
Closed -$766K
BZH icon
3732
Beazer Homes USA
BZH
$874M
– –
-77,428
Closed -$2.62M
CACI icon
3733
CACI
CACI
$14.8B
– –
-30,400
Closed -$9.85M
CAG icon
3734
Conagra Brands
CAG
$7.39B
– –
-132,790
Closed -$3.81M
CAR icon
3735
Avis
CAR
$4.84B
– –
-66,180
Closed -$11.7M
CARG icon
3736
CarGurus
CARG
$3.38B
– –
-62,000
Closed -$1.5M
CART icon
3737
Maplebear
CART
$11.6B
– –
-216,400
Closed -$5.08M
CB icon
3738
Chubb
CB
$133B
– –
-46,199
Closed -$10.4M
CCB icon
3739
Coastal Financial
CCB
$774M
– –
-5,474
Closed -$243K
CDC icon
3740
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$753M
– –
-47,000
Closed -$2.66M
CDNS icon
3741
Cadence Design Systems
CDNS
$89.2B
– –
-34,100
Closed -$9.29M
CECO icon
3742
Ceco Environmental
CECO
$4.5B
– –
-98,783
Closed -$2M
CGNX icon
3743
Cognex
CGNX
$10.4B
– –
-15,656
Closed -$653K
CHH icon
3744
Choice Hotels
CHH
$4.71B
– –
-121,700
Closed -$13.8M
CHX
3745
DELISTED
ChampionX
CHX
– –
-439,516
Closed -$12.8M
CIEN icon
3746
Ciena
CIEN
$62.7B
– –
-134,674
Closed -$6.06M
CIFR icon
3747
Cipher Digital
CIFR
$6.9B
– –
-966,731
Closed -$3.99M
CIG.C icon
3748
CEMIG Ordinary Shares
CIG.C
$8.04B
– –
-20,670
Closed -$50K
CINF icon
3749
Cincinnati Financial
CINF
$26.5B
– –
-272,600
Closed -$28.2M
CIVI
3750
DELISTED
Civitas Resources
CIVI
– –
-21,407
Closed -$1.46M
148 149
150
151 152

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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.