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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
QUIK icon
4001
QuickLogic
QUIK
$259M
– –
-88,586
Closed -$1.23M
RBBN icon
4002
Ribbon Communications
RBBN
$356M
– –
-14,000
Closed -$41K
RCKT icon
4003
Rocket Pharmaceuticals
RCKT
$384M
– –
-62,674
Closed -$1.88M
RJF icon
4004
Raymond James Financial
RJF
$34.6B
– –
-36,037
Closed -$4.02M
RLI icon
4005
RLI Corp
RLI
$5.87B
– –
-68,600
Closed -$4.57M
RNAM
4006
DELISTED
Avidity Biosciences
RNAM
– –
-226,700
Closed -$2.05M
RNAZ icon
4007
TransCode Therapeutics
RNAZ
$3.63M
– –
-5
Closed -$31K
ROK icon
4008
Rockwell Automation
ROK
$49.6B
– –
-3,262
Closed -$1.01M
RPAY icon
4009
Repay Holdings
RPAY
$306M
– –
-23,951
Closed -$205K
RPG icon
4010
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
– –
-13,200
Closed -$426K
RS icon
4011
Reliance Steel & Aluminium
RS
$21.6B
– –
-25,312
Closed -$7.08M
RTO icon
4012
Rentokil
RTO
$12.4B
– –
-88,200
Closed -$2.52M
RUM icon
4013
RUM Group Inc
RUM
$1.91B
– –
-321,759
Closed -$1.45M
RVLV icon
4014
Revolve Group
RVLV
$1.69B
– –
-152,900
Closed -$2.54M
RYLD icon
4015
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
– –
-125,806
Closed -$2.11M
SABS icon
4016
SAB Biotherapeutics
SABS
$342M
– –
-6,310
Closed -$43K
SACH
4017
Sachem Capital Corp
SACH
$39M
– –
-108,275
Closed -$405K
SAIA icon
4018
Saia
SAIA
$9.52B
– –
-16,498
Closed -$7.23M
ECHO
4019
EchoStar
ECHO
$25.6B
– –
-1,871,804
Closed -$31M
SATX
4020
DELISTED
SatixFy Communications
SATX
– –
-17,800
Closed -$6K
SCHB icon
4021
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-116,100
Closed -$2.15M
SCHE icon
4022
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-20,500
Closed -$508K
SCHL icon
4023
Scholastic
SCHL
$780M
– –
-19,001
Closed -$716K
SCHP icon
4024
Schwab US TIPS ETF
SCHP
$16.2B
– –
-151,000
Closed -$3.94M
SCLX icon
4025
Scilex Holding
SCLX
$47.2M
– –
-1,469
Closed -$105K
159 160
161
162 163

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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.