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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
TGLS icon
4076
Tecnoglass Holdings Inc.
TGLS
$1.9B
– –
-34,500
Closed -$1.58M
TGNA
4077
DELISTED
TEGNA Inc
TGNA
– –
-589,721
Closed -$9.02M
THD icon
4078
iShares MSCI Thailand ETF
THD
$354M
– –
-7,800
Closed -$498K
TIP icon
4079
iShares TIPS Bond ETF
TIP
$14.7B
– –
-16,600
Closed -$1.78M
TIRX
4080
DELISTED
Tian Ruixiang Holdings
TIRX
– –
-492
Closed -$8K
TKLF
4081
Yoshitsu Co
TKLF
$8.17M
– –
-2,722
Closed -$19K
TKR icon
4082
Timken Company
TKR
$8.91B
– –
-10,600
Closed -$850K
TM icon
4083
Toyota
TM
$225B
– –
-54,400
Closed -$9.98M
TMC icon
4084
TMC The Metals Company
TMC
$1.97B
– –
-293,400
Closed -$323K
TMHC
4085
DELISTED
Taylor Morrison
TMHC
– –
-88,853
Closed -$4.74M
TOST icon
4086
Toast
TOST
$20.2B
– –
-1,008,700
Closed -$18.4M
TRN icon
4087
Trinity Industries
TRN
$2.29B
– –
-35,000
Closed -$931K
TROW icon
4088
T. Rowe Price
TROW
$24.3B
– –
-70,000
Closed -$7.54M
TRX icon
4089
TRX Gold Corp
TRX
$350M
– –
-207,259
Closed -$79K
TSLT icon
4090
T-REX 2X Long Tesla Daily Target ETF
TSLT
$152M
– –
-31,600
Closed -$776K
TTNP
4091
DELISTED
Titan Pharmaceuticals
TTNP
– –
-6,766
Closed -$56K
TUA icon
4092
Simplify Short Term Treasury Futures Strategy ETF
TUA
$656M
– –
-60,100
Closed -$1.39M
TUR icon
4093
iShares MSCI Turkey ETF
TUR
$215M
– –
-20,200
Closed -$652K
TWO
4094
Two Harbors Investment
TWO
$1.26B
– –
-221,951
Closed -$3.09M
UDMY
4095
DELISTED
Udemy
UDMY
– –
-63,700
Closed -$938K
UDOW icon
4096
ProShares UltraPro Dow 30
UDOW
$927M
– –
-163,002
Closed -$6.06M
UL icon
4097
Unilever
UL
$134B
– –
-509,991
Closed -$27.8M
ULY
4098
DELISTED
Urgent.ly
ULY
– –
-1,750
Closed -$67K
UNH icon
4099
UnitedHealth
UNH
$361B
– –
-155,826
Closed -$82M
UP icon
4100
Wheels Up
UP
$194M
– –
-7,014
Closed -$481K
162 163
164
165 166

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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.