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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
NNI icon
3951
Nelnet
NNI
$4.52B
– –
-3,900
Closed -$344K
NOC icon
3952
Northrop Grumman
NOC
$81.4B
– –
-48,400
Closed -$22.7M
NTLA icon
3953
Intellia Therapeutics
NTLA
$1.68B
– –
-13,397
Closed -$408K
NUWE icon
3954
Nuwellis
NUWE
$525K
– –
-1
Closed -$32K
NVVE
3955
DELISTED
Nuvve Holding Corp
NVVE
– –
-1
Closed -$19K
NWE icon
3956
NorthWestern Energy
NWE
$4.36B
– –
-56,226
Closed -$2.86M
OABI icon
3957
OmniAb
OABI
$494M
– –
-40,959
Closed -$253K
TWAV
3958
TaoWeave Inc
TWAV
$4.77M
– –
-1,033
Closed -$8K
OCGN icon
3959
Ocugen
OCGN
$465M
– –
-246,173
Closed -$142K
ODFL icon
3960
Old Dominion Freight Line
ODFL
$43.7B
– –
-177,482
Closed -$36M
OGG
3961
Osisko Gold Group Inc.
OGG
$850M
– –
-25,698
Closed -$75K
OII icon
3962
Oceaneering
OII
$4.99B
– –
-87,300
Closed -$1.86M
OKYO
3963
OKYO Pharma
OKYO
$81.3M
– –
-11,800
Closed -$21K
OLMA icon
3964
Olema Pharmaceuticals
OLMA
$915M
– –
-173,611
Closed -$2.44M
OMFL icon
3965
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.86B
– –
-26,000
Closed -$1.34M
ONCO icon
3966
Onconetix
ONCO
$3.29M
– –
0
– -$11K
ONFO icon
3967
Onfolio Holdings
ONFO
$303K
– –
-219
Closed -$6K
ONON icon
3968
On Holding
ONON
$10.3B
– –
-378,400
Closed -$10.2M
ORLA
3969
DELISTED
Orla Mining
ORLA
– –
-94,700
Closed -$309K
OTRK
3970
DELISTED
Ontrak
OTRK
– –
-913
Closed -$5K
OWLT icon
3971
Owlet
OWLT
$174M
– –
-14,598
Closed -$77K
OXM icon
3972
Oxford Industries
OXM
$531M
– –
-11,921
Closed -$1.19M
PALI icon
3973
Palisade Bio
PALI
$356M
– –
-3,653
Closed -$32K
PARA
3974
DELISTED
Paramount Global Class B
PARA
– –
-1,334,597
Closed -$19.7M
PAVE icon
3975
Global X US Infrastructure Development ETF
PAVE
$14.3B
– –
-62,000
Closed -$2.14M
157 158
159
160 161

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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.