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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
GDS icon
3826
GDS Holdings
GDS
$6.97B
– –
-13,600
Closed -$124K
GE icon
3827
GE Aerospace
GE
$374B
– –
-2,615,560
Closed -$266M
GEF icon
3828
Greif
GEF
$5.03B
– –
-16,800
Closed -$1.1M
GEN icon
3829
Gen Digital
GEN
$17.7B
– –
-305,038
Closed -$6.96M
GEM icon
3830
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.74B
– –
-33,700
Closed -$1.03M
GGB icon
3831
Gerdau
GGB
$9.42B
– –
-2,723,784
Closed -$11M
GGAL icon
3832
Galicia Financial Group
GGAL
$7.23B
– –
-60,600
Closed -$1.05M
GGG icon
3833
Graco
GGG
$13.3B
– –
-100,200
Closed -$8.69M
GIPR icon
3834
Generation Income Properties
GIPR
$727K
– –
-1,287
Closed -$51K
GLW icon
3835
Corning
GLW
$137B
– –
-138,300
Closed -$4.21M
GNPX icon
3836
Genprex
GNPX
$2.46M
– –
-8
Closed -$83K
GOGL
3837
DELISTED
Golden Ocean Group
GOGL
– –
-112,854
Closed -$1.1M
GOOG icon
3838
Alphabet (Google) Class C
GOOG
$4.21T
– –
-1,435,100
Closed -$202M
GOVX icon
3839
GeoVax Labs
GOVX
$3.74M
– –
-77
Closed -$10K
GP
3840
GreenPower Motor Co
GP
$11.3M
– –
-3,602
Closed -$113K
GPC icon
3841
Genuine Parts
GPC
$18.7B
– –
-69,300
Closed -$9.6M
GPI icon
3842
Group 1 Automotive
GPI
$3.14B
– –
-15,800
Closed -$4.82M
GPK icon
3843
Graphic Packaging
GPK
$3.51B
– –
-256,118
Closed -$6.31M
GPMT
3844
Granite Point Mortgage Trust
GPMT
$58.8M
– –
-30,120
Closed -$179K
GPOR icon
3845
Gulfport Energy Corp
GPOR
$3.01B
– –
-24,200
Closed -$3.22M
GRAB icon
3846
Grab
GRAB
$15.1B
– –
-1,286,631
Closed -$4.34M
VIP
3847
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$33.5M
– –
-52,700
Closed -$354K
GRFX
3848
DELISTED
Graphex Group
GRFX
– –
-2,280
Closed -$10K
GRI
3849
GRI Bio
GRI
$3.13M
– –
-1
Closed -$15K
GROV icon
3850
Grove Collaborative
GROV
$44M
– –
-13,580
Closed -$24K
152 153
154
155 156

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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.