We are live on ! Find out more
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
UPRO icon
4101
ProShares UltraPro S&P 500
UPRO
$5.7B
– –
-71,000
Closed -$3.89M
URA icon
4102
Global X Uranium ETF
URA
$6.3B
– –
-109,800
Closed -$3.04M
URGN icon
4103
UroGen Pharma
URGN
$2.3B
– –
-91,300
Closed -$1.37M
URNM icon
4104
Sprott Uranium Miners ETF
URNM
$2.03B
– –
-21,200
Closed -$1.02M
USOI icon
4105
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$42M
– –
-11,000
Closed -$766K
UVIX icon
4106
2x Long VIX Futures ETF
UVIX
$214M
– –
-80
Closed -$220K
VCIG icon
4107
VCI Global
VCIG
$2.83M
– –
0
– -$31K
VEEV icon
4108
Veeva Systems
VEEV
$38.4B
– –
-267,800
Closed -$51.6M
VET icon
4109
Vermilion Energy
VET
$1.73B
– –
-80,622
Closed -$972K
VIPS icon
4110
Vipshop
VIPS
$7.2B
– –
-20,188
Closed -$359K
VNM icon
4111
VanEck Vietnam ETF
VNM
$507M
– –
-162,873
Closed -$2.1M
VPL icon
4112
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-11,800
Closed -$850K
VPU
4113
Vanguard Utilities ETF
VPU
$8.44B
– –
-14,100
Closed -$1.93M
VSEC icon
4114
VSE Corp
VSEC
$6.79B
– –
-5,400
Closed -$349K
VTAK icon
4115
Catheter Precision
VTAK
$1.06M
– –
-129
Closed -$10K
VTYX
4116
DELISTED
Ventyx Biosciences
VTYX
– –
-429,200
Closed -$1.06M
VV icon
4117
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-4,700
Closed -$1.02M
VVV icon
4118
Valvoline
VVV
$4.21B
– –
-190,151
Closed -$7.15M
WAVE
4119
Eco Wave Power Global
WAVE
$44.8M
– –
-21,495
Closed -$27K
WEN icon
4120
Wendy's
WEN
$1.44B
– –
-367,868
Closed -$7.17M
WHLR
4121
Wheeler Real Estate Investment Trust
WHLR
$425K
– –
0
– -$6K
WIT icon
4122
Wipro
WIT
$19.5B
– –
-20,200
Closed -$56K
WKEY
4123
WISeKey
WKEY
$78.9M
– –
-10,956
Closed -$19K
WLK icon
4124
Westlake Corp
WLK
$10.3B
– –
-69,000
Closed -$9.66M
WOR icon
4125
Worthington Enterprises
WOR
$2.79B
– –
-4,300
Closed -$247K
163 164
165
166 167

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.