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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
IOO icon
3876
iShares Global 100 ETF
IOO
$9.43B
– –
-4,400
Closed -$354K
IOSP icon
3877
Innospec
IOSP
$2.3B
– –
-2,600
Closed -$320K
IOT icon
3878
Samsara
IOT
$22.8B
– –
-564,400
Closed -$18.8M
ISRG icon
3879
Intuitive Surgical
ISRG
$142B
– –
-138,659
Closed -$46.8M
ITB icon
3880
iShares US Home Construction ETF
ITB
$2.35B
– –
-47,900
Closed -$4.87M
ITGR icon
3881
Integer Holdings
ITGR
$4.26B
– –
-27,600
Closed -$2.73M
ITOT icon
3882
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
– –
-26,500
Closed -$2.79M
IUSG icon
3883
iShares Core S&P US Growth ETF
IUSG
$33.8B
– –
-24,700
Closed -$2.57M
IVDA icon
3884
Iveda Solutions
IVDA
$3.71M
– –
-5,288
Closed -$27K
IVOL icon
3885
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
– –
-50,643
Closed -$1.05M
IVVD icon
3886
Invivyd
IVVD
$207M
– –
-27,200
Closed -$107K
IWB icon
3887
iShares Russell 1000 ETF
IWB
$50.1B
– –
-17,600
Closed -$4.62M
IYK icon
3888
iShares US Consumer Staples ETF
IYK
$1.43B
– –
-17,700
Closed -$1.13M
IYW icon
3889
iShares US Technology ETF
IYW
$25.4B
– –
-18,800
Closed -$2.31M
IYY icon
3890
iShares Dow Jones US ETF
IYY
$3.07B
– –
-2,300
Closed -$268K
JBL icon
3891
Jabil
JBL
$38.5B
– –
-169,700
Closed -$21.6M
JEF icon
3892
Jefferies Financial Group
JEF
$12.7B
– –
-225,589
Closed -$9.12M
JELD icon
3893
JELD-WEN Holding
JELD
$165M
– –
-96,400
Closed -$1.82M
JKS
3894
JinkoSolar
JKS
$859M
– –
-15,962
Closed -$590K
JMBS icon
3895
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.75B
– –
-20,900
Closed -$960K
JOBY icon
3896
Joby Aviation
JOBY
$7.97B
– –
-667,000
Closed -$4.44M
JRVR icon
3897
James River Group Holdings
JRVR
$198M
– –
-129,400
Closed -$1.2M
JSPR icon
3898
Jasper Therapeutics
JSPR
$27M
– –
-51,432
Closed -$406K
JWN
3899
DELISTED
Nordstrom
JWN
– –
-41,400
Closed -$764K
KAVL
3900
DELISTED
Kaival Brands Innovations Group
KAVL
– –
-510
Closed -$2K
154 155
156
157 158

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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.