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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
KELYA icon
3901
Kelly Services Class A
KELYA
$530M
– –
-24,308
Closed -$526K
KEX icon
3902
Kirby Corp
KEX
$7.17B
– –
-64,700
Closed -$5.08M
KITT icon
3903
Nauticus Robotics
KITT
$8.28M
– –
-16
Closed -$29K
KLAC icon
3904
KLA
KLAC
$272B
– –
-1,079,090
Closed -$62.7M
KLIC icon
3905
Kulicke & Soffa
KLIC
$4.97B
– –
-52,728
Closed -$2.88M
KMT icon
3906
Kennametal
KMT
$2.33B
– –
-169,100
Closed -$4.36M
KTTA icon
3907
Pasithea Therapeutics
KTTA
$16.7M
– –
-1,625
Closed -$12K
LABU icon
3908
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$660M
– –
-4,400
Closed -$537K
LBRT icon
3909
Liberty Energy
LBRT
$3.49B
– –
-298,500
Closed -$5.42M
LECO icon
3910
Lincoln Electric
LECO
$15.5B
– –
-4,738
Closed -$1.03M
LEGN icon
3911
Legend Biotech
LEGN
$3.99B
– –
-122,000
Closed -$7.34M
LESL icon
3912
Leslie's
LESL
$12.3M
– –
-22,965
Closed -$3.17M
LFCR icon
3913
Lifecore Biomedical
LFCR
$184M
– –
-36,700
Closed -$227K
LIQT icon
3914
LiqTech
LIQT
$20M
– –
-12,228
Closed -$42K
LKQ icon
3915
LKQ Corp
LKQ
$6.2B
– –
-315,960
Closed -$15.1M
LNKB
3916
DELISTED
LINKBANCORP
LNKB
– –
-25,208
Closed -$201K
LQDA icon
3917
Liquidia Corp
LQDA
$7.7B
– –
-105,089
Closed -$1.26M
LRCX icon
3918
Lam Research
LRCX
$409B
– –
-1,689,560
Closed -$132M
LXRX icon
3919
Lexicon Pharmaceuticals
LXRX
$1.07B
– –
-412,175
Closed -$631K
LYV icon
3920
Live Nation Entertainment
LYV
$43B
– –
-631,952
Closed -$59.2M
LZB icon
3921
La-Z-Boy
LZB
$1.66B
– –
-16,100
Closed -$594K
MATV icon
3922
Mativ Holdings
MATV
$703M
– –
-49,312
Closed -$755K
MATW icon
3923
Matthews International
MATW
$723M
– –
-25,353
Closed -$929K
MBRX icon
3924
Moleculin Biotech
MBRX
$3.27M
– –
-346
Closed -$111K
MCRB icon
3925
Seres Therapeutics
MCRB
$46.6M
– –
-40,850
Closed -$1.14M
155 156
157
158 159

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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.