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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
MDU icon
3926
MDU Resources
MDU
$4.32B
– –
-84,745
Closed -$930K
MDXH icon
3927
MDxHealth
MDXH
$23.6M
– –
-18,300
Closed -$72K
MEGL icon
3928
Magic Empire Global Ltd
MEGL
$5.92M
– –
-3,775
Closed -$18K
MEI icon
3929
Methode Electronics
MEI
$597M
– –
-111,880
Closed -$2.54M
MGRM
3930
DELISTED
Monogram Orthopaedics
MGRM
– –
-32,300
Closed -$111K
MGRX icon
3931
Mangoceuticals
MGRX
$8.94M
– –
-2,031
Closed -$8K
MHK icon
3932
Mohawk Industries
MHK
$9.06B
– –
-108,800
Closed -$11.3M
MIRM icon
3933
Mirum Pharmaceuticals
MIRM
$6.07B
– –
-58,648
Closed -$1.73M
MJ icon
3934
Amplify Alternative Harvest ETF
MJ
$111M
– –
-9,458
Closed -$367K
MLPX icon
3935
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
– –
-14,700
Closed -$656K
MNKD icon
3936
MannKind Corp
MNKD
$1.25B
– –
-326,045
Closed -$1.19M
MNPR icon
3937
Monopar Therapeutics
MNPR
$748M
– –
-9,617
Closed -$16K
MODD icon
3938
Modular Medical
MODD
$10.8M
– –
-1,483
Closed -$81K
MOG.A icon
3939
Moog Inc Class A
MOG.A
$13.3B
– –
-2,300
Closed -$333K
MPTI icon
3940
M-tron Industries
MPTI
$381M
– –
-38,554
Closed -$1.38M
MTA
3941
Metalla Royalty & Streaming
MTA
$855M
– –
-151,100
Closed -$465K
MTC icon
3942
MMTec
MTC
$299M
– –
-2,803
Closed -$22K
MYFW icon
3943
First Western Financial
MYFW
$308M
– –
-10,100
Closed -$200K
NAK
3944
Northern Dynasty Minerals
NAK
$964M
– –
-541,206
Closed -$175K
SDEV
3945
Stablecoin Development Corp
SDEV
$52M
– –
-889
Closed -$32K
NCPL icon
3946
Netcapital
NCPL
$2.75M
– –
-311
Closed -$5K
NFGC
3947
New Found Gold
NFGC
$645M
– –
-78,700
Closed -$275K
NFLX icon
3948
Netflix
NFLX
$308B
– –
-4,054,840
Closed -$197M
NICE icon
3949
Nice
NICE
$5.75B
– –
-10,144
Closed -$2.02M
NN icon
3950
NextNav
NN
$2.44B
– –
-145,400
Closed -$647K
156 157
158
159 160

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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.