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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
SDIV icon
4026
Global X SuperDividend ETF
SDIV
$1.21B
– –
-70,200
Closed -$1.58M
SDOT icon
4027
Sadot Group
SDOT
$12.9M
– –
-73
Closed -$58K
SDRL icon
4028
Seadrill
SDRL
$2.92B
– –
-13,979
Closed -$661K
SEDG icon
4029
SolarEdge
SEDG
$2.05B
– –
-25,400
Closed -$2.38M
SEMR
4030
DELISTED
Semrush
SEMR
– –
-31,900
Closed -$436K
SG icon
4031
Sweetgreen
SG
$642M
– –
-165,100
Closed -$1.87M
SHG icon
4032
Shinhan Financial Group
SHG
$34.3B
– –
-10,300
Closed -$317K
SHYF
4033
DELISTED
The Shyft Group
SHYF
– –
-77,448
Closed -$946K
SISI
4034
DELISTED
Shineco
SISI
– –
-11
Closed -$15K
SJB icon
4035
ProShares Short High Yield
SJB
$47.8M
– –
-25,700
Closed -$443K
SKE
4036
Skeena Resources
SKE
$4.13B
– –
-128,050
Closed -$625K
SKYY icon
4037
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-11,700
Closed -$1.03M
SLDP icon
4038
Solid Power
SLDP
$550M
– –
-400,900
Closed -$581K
SLP icon
4039
Simulations Plus
SLP
$370M
– –
-11,500
Closed -$515K
SLS icon
4040
SELLAS Life Sciences
SLS
$2.17B
– –
-50,400
Closed -$53K
SLV icon
4041
iShares Silver Trust
SLV
$31.5B
– –
-163,000
Closed -$3.55M
SMCI icon
4042
Super Micro Computer
SMCI
$20.4B
– –
-30,000
Closed -$853K
SMH icon
4043
VanEck Semiconductor ETF
SMH
$70.6B
– –
-105,152
Closed -$18.4M
SNGX icon
4044
Soligenix
SNGX
$5.73M
– –
-5,800
Closed -$70K
SNPS icon
4045
Synopsys
SNPS
$78.7B
– –
-54,234
Closed -$27.9M
SOL
4046
DELISTED
Emeren Group
SOL
– –
-15,400
Closed -$42K
SONN
4047
DELISTED
Sonnet BioTherapeutics
SONN
– –
-5,469
Closed -$76K
SOUN icon
4048
SoundHound AI
SOUN
$3.29B
– –
-24,284
Closed -$51K
SOXX icon
4049
iShares Semiconductor ETF
SOXX
$45.2B
– –
-4,800
Closed -$922K
SPCB icon
4050
SuperCom
SPCB
$67.8M
– –
-3,600
Closed -$28K
160 161
162
163 164

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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.