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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
DIA icon
3776
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
– –
-16,300
Closed -$6.14M
DIS icon
3777
Walt Disney
DIS
$181B
– –
-1,693,227
Closed -$153M
DNLI icon
3778
Denali Therapeutics
DNLI
$3.97B
– –
-161,946
Closed -$3.48M
DON icon
3779
WisdomTree US MidCap Dividend Fund
DON
$4.11B
– –
-6,800
Closed -$311K
DPST icon
3780
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
– –
-7,100
Closed -$690K
DRCT icon
3781
Direct Digital Holdings
DRCT
$2.03M
– –
-193
Closed -$633K
DRUG
3782
Bright Minds Biosciences
DRUG
$765M
– –
-11,996
Closed -$17K
DUO
3783
Fangdd Network Group
DUO
$25M
– –
-1,066
Closed -$11K
EAGG icon
3784
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.99B
– –
-10,264
Closed -$490K
EBAY icon
3785
eBay
EBAY
$46.5B
– –
-809,140
Closed -$35.3M
EBND icon
3786
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
– –
-81,500
Closed -$1.73M
ECH icon
3787
iShares MSCI Chile ETF
ECH
$1.03B
– –
-12,500
Closed -$353K
EELV icon
3788
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$422M
– –
-36,500
Closed -$877K
EIX icon
3789
Edison International
EIX
$27.2B
– –
-305,300
Closed -$21.8M
ELAN icon
3790
Elanco Animal Health
ELAN
$11.2B
– –
-301,244
Closed -$4.49M
ELEV
3791
DELISTED
Elevation Oncology
ELEV
– –
-441,490
Closed -$237K
EPC icon
3792
Edgewell Personal Care
EPC
$1.31B
– –
-18,600
Closed -$681K
EPIX
3793
DELISTED
ESSA Pharma
EPIX
– –
-24,234
Closed -$160K
ERIE icon
3794
Erie Indemnity
ERIE
$13.4B
– –
-3,571
Closed -$1.2M
ES icon
3795
Eversource Energy
ES
$27.2B
– –
-63,180
Closed -$3.9M
ESGD icon
3796
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-8,700
Closed -$657K
ESNT icon
3797
Essent Group
ESNT
$6.23B
– –
-18,600
Closed -$981K
EVAX
3798
Evaxion A/S
EVAX
$26.8M
– –
-280
Closed -$10K
EVLV icon
3799
Evolv Technologies
EVLV
$1.04B
– –
-241,500
Closed -$1.14M
EVTL icon
3800
Vertical Aerospace
EVTL
$107M
– –
-12,987
Closed -$89K
150 151
152
153 154

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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.