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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
SPIP icon
4051
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
– –
-96,100
Closed -$2.46M
SPIB icon
4052
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-135,000
Closed -$4.43M
SPSC icon
4053
SPS Commerce
SPSC
$2.7B
– –
-5,100
Closed -$989K
SPXL icon
4054
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.21B
– –
-20,900
Closed -$2.17M
SQM icon
4055
Sociedad Química y Minera de Chile
SQM
$20.6B
– –
-52,100
Closed -$3.14M
SRG
4056
Seritage Growth Properties
SRG
$135M
– –
-56,800
Closed -$531K
SRI icon
4057
Stoneridge
SRI
$193M
– –
-33,719
Closed -$660K
SSO icon
4058
ProShares Ultra S&P500
SSO
$8.35B
– –
-136,800
Closed -$4.45M
STLA icon
4059
Stellantis
STLA
$20.5B
– –
-714,279
Closed -$16.7M
STPZ icon
4060
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
– –
-9,600
Closed -$491K
SKYA
4061
SkyAI Inc
SKYA
$49.9M
– –
-5
Closed -$15K
SURG icon
4062
SurgePays
SURG
$7.57M
– –
-48,700
Closed -$314K
SVRA icon
4063
Savara
SVRA
$1.14B
– –
-256,900
Closed -$1.21M
SWKS icon
4064
Skyworks Solutions
SWKS
$10.3B
– –
-182,483
Closed -$20.5M
SXI icon
4065
Standex International
SXI
$3.97B
– –
-2,900
Closed -$459K
SYNA icon
4066
Synaptics
SYNA
$4.18B
– –
-40,200
Closed -$4.59M
TANH icon
4067
Tantech Holdings
TANH
$6.04M
– –
-1,103
Closed -$53K
TAOP icon
4068
Taoping
TAOP
$8.24M
– –
-681
Closed -$30K
TC
4069
TuanChe
TC
$53.1M
– –
-191
Closed -$12K
TCRT icon
4070
Alaunos Therapeutics
TCRT
$4.81M
– –
-2,547
Closed -$27K
TELA icon
4071
TELA Bio
TELA
$35.4M
– –
-10,200
Closed -$68K
TENB icon
4072
Tenable Holdings
TENB
$4.17B
– –
-54,800
Closed -$2.52M
TENX icon
4073
Tenax Therapeutics
TENX
$60.6M
– –
-4,252
Closed -$93K
TER icon
4074
Teradyne
TER
$59.3B
– –
-237,100
Closed -$25.7M
TFII icon
4075
TFI International
TFII
$11.7B
– –
-42,763
Closed -$5.83M
161 162
163
164 165

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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.