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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
WWR icon
4126
Westwater Resources
WWR
$76.3M
– –
-40,500
Closed -$23K
WY icon
4127
Weyerhaeuser
WY
$18B
– –
-834,081
Closed -$29M
XAIR icon
4128
Beyond Air
XAIR
$4.21M
– –
-269
Closed -$211K
XAR icon
4129
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-6,000
Closed -$813K
XEL icon
4130
Xcel Energy
XEL
$48.5B
– –
-28,500
Closed -$1.76M
XES icon
4131
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$390M
– –
-6,100
Closed -$516K
XLF icon
4132
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-90,710
Closed -$3.41M
XLI icon
4133
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-133,700
Closed -$15.2M
XMHQ icon
4134
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
– –
-28,400
Closed -$2.52M
XMMO icon
4135
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
– –
-3,600
Closed -$323K
XOMA
4136
DELISTED
Xoma
XOMA
– –
-12,296
Closed -$227K
XOM icon
4137
ExxonMobil
XOM
$657B
– –
-4,502,276
Closed -$450M
XPO icon
4138
XPO
XPO
$23.8B
– –
-109,620
Closed -$9.6M
YANG icon
4139
Direxion Daily FTSE China Bear 3X ETF
YANG
$92.9M
– –
-870
Closed -$223K
YPF icon
4140
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-223,936
Closed -$3.85M
YUMC icon
4141
Yum China
YUMC
$16.3B
– –
-734,400
Closed -$31.2M
ZAPP
4142
DELISTED
Zapp Electric Vehicles
ZAPP
– –
-955
Closed -$5K
ZCMD icon
4143
Zhongchao
ZCMD
$6.65M
– –
-2
Closed -$5K
ABTC
4144
American Bitcoin Corp
ABTC
$504M
– –
-28
Closed -$18K
AIFC
4145
AI Financial Corp
AIFC
$58.7M
– –
-15,700
Closed -$9K
QTTB icon
4146
Q32 Bio
QTTB
$459M
– –
-9,700
Closed -$106K
AMBR
4147
Amber International Holding Ltd
AMBR
$123M
– –
-38,143
Closed -$146K
CNR
4148
Core Natural Resources Inc
CNR
$4.65B
– –
-103,103
Closed -$10.4M
TE
4149
T1 Energy
TE
$1.53B
– –
-269,200
Closed -$503K
INVX
4150
Innovex International
INVX
$2.11B
– –
-29,559
Closed -$688K
164 165
166
167 168

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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.