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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
CLDI icon
3751
Calidi Biotherapeutics
CLDI
$3.77M
– –
-9
Closed -$26K
CLEU
3752
DELISTED
China Liberal Education Holdings
CLEU
– –
-15
Closed -$50K
CMI icon
3753
Cummins
CMI
$87B
– –
-57,600
Closed -$13.8M
CMTG icon
3754
Claros Mortgage Trust
CMTG
$268M
– –
-47,300
Closed -$645K
CMTL icon
3755
Comtech Telecommunications
CMTL
$52.7M
– –
-30,050
Closed -$253K
CNSP icon
3756
CNS Pharmaceuticals
CNSP
$7.53M
– –
0
– -$14K
CPRT icon
3757
Copart
CPRT
$27.2B
– –
-253,000
Closed -$12.4M
CRBU icon
3758
Caribou Biosciences
CRBU
$160M
– –
-32,400
Closed -$186K
CRNX icon
3759
Crinetics Pharmaceuticals
CRNX
$8.96B
– –
-11,700
Closed -$416K
CSCO icon
3760
Cisco
CSCO
$447B
– –
-779,805
Closed -$39.4M
CSTM icon
3761
Constellium
CSTM
$3.95B
– –
-140,300
Closed -$2.8M
CTVA icon
3762
Corteva
CTVA
$50.6B
– –
-386,500
Closed -$18.5M
CVS icon
3763
CVS Health
CVS
$121B
– –
-628,353
Closed -$49.6M
CWEB icon
3764
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$226M
– –
-23,000
Closed -$766K
CYN icon
3765
Cyngn
CYN
$15.3M
– –
-46
Closed -$100K
DBI icon
3766
Designer Brands
DBI
$312M
– –
-361,930
Closed -$3.2M
DBMF icon
3767
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
– –
-56,738
Closed -$1.46M
DEO icon
3768
Diageo
DEO
$52.8B
– –
-103,300
Closed -$15M
DFAC icon
3769
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
– –
-20,400
Closed -$596K
DFAS icon
3770
Dimensional US Small Cap ETF
DFAS
$15.9B
– –
-6,200
Closed -$370K
DFAT icon
3771
Dimensional US Targeted Value ETF
DFAT
$14.8B
– –
-5,500
Closed -$288K
DFAU icon
3772
Dimensional US Core Equity Market ETF
DFAU
$12.9B
– –
-35,800
Closed -$1.19M
DFIC icon
3773
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
– –
-40,100
Closed -$1.02M
DGII icon
3774
Digi International
DGII
$3.23B
– –
-9,184
Closed -$239K
DHI icon
3775
D.R. Horton
DHI
$41.9B
– –
-253,238
Closed -$38.5M
149 150
151
152 153

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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.