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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
PCAR icon
3976
PACCAR
PCAR
$69.8B
– –
-167,116
Closed -$16.3M
PCSA icon
3977
Processa Pharmaceuticals
PCSA
$8.82M
– –
-116
Closed -$19K
PDFS icon
3978
PDF Solutions
PDFS
$2.08B
– –
-71,577
Closed -$2.3M
PENN icon
3979
PENN Entertainment
PENN
$2.57B
– –
-218,548
Closed -$5.69M
PFFD icon
3980
Global X US Preferred ETF
PFFD
$2.16B
– –
-95,900
Closed -$1.86M
PFGC icon
3981
Performance Food Group
PFGC
$17.9B
– –
-140,007
Closed -$9.68M
PGY icon
3982
Pagaya Technologies
PGY
$1.77B
– –
-217,067
Closed -$3.6M
PH icon
3983
Parker-Hannifin
PH
$134B
– –
-28,850
Closed -$13.3M
PHAT icon
3984
Phathom Pharmaceuticals
PHAT
$688M
– –
-65,600
Closed -$599K
PHG icon
3985
Philips
PHG
$26.4B
– –
-267,372
Closed -$5.58M
PHIO icon
3986
Phio Pharmaceuticals
PHIO
$12.7M
– –
-2,340
Closed -$16K
PJUL icon
3987
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
– –
-23,183
Closed -$839K
POR icon
3988
Portland General Electric
POR
$5.69B
– –
-82,372
Closed -$3.57M
PRIM icon
3989
Primoris Services
PRIM
$4.42B
– –
-14,210
Closed -$472K
PRM icon
3990
Perimeter Solutions
PRM
$5.65B
– –
-209,000
Closed -$961K
PRSO icon
3991
Peraso
PRSO
$10.8M
– –
-2,305
Closed -$26K
PSK icon
3992
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
– –
-23,200
Closed -$778K
PTEN icon
3993
Patterson-UTI
PTEN
$4.22B
– –
-847,220
Closed -$9.15M
PTN
3994
Palatin Technologies
PTN
$13.2M
– –
-309
Closed -$62K
PTON icon
3995
Peloton Interactive
PTON
$2.46B
– –
-703,600
Closed -$4.29M
PWZ icon
3996
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
– –
-190,611
Closed -$4.76M
QCOM icon
3997
Qualcomm
QCOM
$171B
– –
-8,560
Closed -$1.24M
QNST icon
3998
QuinStreet
QNST
$1.2B
– –
-64,000
Closed -$820K
QQQM icon
3999
Invesco NASDAQ 100 ETF
QQQM
$102B
– –
-19,000
Closed -$3.2M
QUAL icon
4000
iShares MSCI USA Quality Factor ETF
QUAL
$48B
– –
-18,500
Closed -$2.72M
158 159
160
161 162

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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.