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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
GROY icon
3851
Gold Royalty Corp
GROY
$713M
– –
-614,890
Closed -$904K
GTBP icon
3852
GT Biopharma
GTBP
$10.7M
– –
-3,823
Closed -$29K
GV
3853
DELISTED
Visionary Holdings
GV
– –
-4,667
Closed -$15K
GWAV icon
3854
Greenwave Technology Solutions
GWAV
$3.28M
– –
-3
Closed -$25K
GYRE icon
3855
Gyre Therapeutics
GYRE
$686M
– –
-17,085
Closed -$439K
HAE icon
3856
Haemonetics
HAE
$4.11B
– –
-38,500
Closed -$3.29M
HAL icon
3857
Halliburton
HAL
$27.4B
– –
-424,695
Closed -$15.4M
HKIT icon
3858
Hitek Global
HKIT
$26.7M
– –
-16
Closed -$62K
HNVR icon
3859
Hanover Bancorp
HNVR
$194M
– –
-11,107
Closed -$196K
HTZ icon
3860
Hertz
HTZ
$823M
– –
-252,800
Closed -$2.63M
HUBB icon
3861
Hubbell
HUBB
$26.8B
– –
-117,300
Closed -$38.6M
HUDI icon
3862
Huadi International Group
HUDI
$13.4M
– –
-10,850
Closed -$33K
IART icon
3863
Integra LifeSciences
IART
$1.41B
– –
-103,560
Closed -$4.51M
IBN icon
3864
ICICI Bank
IBN
$106B
– –
-1,745,950
Closed -$41.6M
ICCM icon
3865
IceCure Medical
ICCM
$10.2M
– –
-550
Closed -$18K
IDAI icon
3866
T Stamp
IDAI
$14.4M
– –
-1,947
Closed -$40K
IDU icon
3867
iShares US Utilities ETF
IDU
$1.38B
– –
-5,000
Closed -$400K
IEX icon
3868
IDEX
IEX
$17.6B
– –
-33,925
Closed -$7.37M
IFRA icon
3869
iShares US Infrastructure ETF
IFRA
$4.62B
– –
-12,600
Closed -$507K
IGOV icon
3870
iShares International Treasury Bond ETF
IGOV
$1.54B
– –
-21,803
Closed -$901K
ILCG icon
3871
iShares Morningstar Growth ETF
ILCG
$3.3B
– –
-6,100
Closed -$414K
INBS icon
3872
Intelligent Bio Solutions
INBS
$8.81M
– –
-1,230
Closed -$50K
INFL icon
3873
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.54B
– –
-11,500
Closed -$362K
INSG icon
3874
Inseego
INSG
$77.3M
– –
-8,810
Closed -$19K
IONQ icon
3875
IonQ
IONQ
$18.4B
– –
-897,203
Closed -$11.1M
153 154
155
156 157

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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.