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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
RIME
4151
Algorhythm Holdings
RIME
$6.65M
– –
-86
Closed -$17K
DWTX
4152
Dogwood Therapeutics
DWTX
$61.9M
– –
-8,268
Closed -$119K
DPU
4153
Top KingWin Ltd
DPU
$4.95M
– –
-121
Closed -$133K
SUNE
4154
SUNation Energy
SUNE
$10.6M
– –
0
– -$16K
DVLT
4155
Datavault AI
DVLT
$262M
$0 ﹤0.01%
78
– –
NXXT
4156
NextNRG Inc
NXXT
$47M
– –
-4,482
Closed -$18K
RDGT
4157
Ridgetech Inc
RDGT
$3.33M
– –
-15
Closed -$10K
NWTG
4158
Newton Golf Co
NWTG
$5.56M
– –
-52
Closed -$11K
AMZE
4159
Amaze Holdings
AMZE
$1.57M
– –
-365
Closed -$61K
EVBN
4160
DELISTED
Evans Bancorp Inc
EVBN
– –
-10,400
Closed -$328K
CUTR
4161
DELISTED
Cutera, Inc.
CUTR
– –
-64,793
Closed -$228K
STBX
4162
DELISTED
Starbox Group Holdings Ltd. Class A Ordinary Shares
STBX
– –
-8
Closed -$4K
NKLA
4163
DELISTED
Nikola Corporation Common Stock
NKLA
– –
-332,930
Closed -$8.74M
OMGA
4164
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
– –
-20,400
Closed -$61K
MGOL
4165
DELISTED
MGO Global Inc. Common Stock
MGOL
– –
-1,930
Closed -$8K
EXTO
4166
DELISTED
Almacenes Exito S.A
EXTO
– –
-416,500
Closed -$2.99M
RGF
4167
DELISTED
The Real Good Food Company, Inc. Class A Common Stock
RGF
– –
-3,283
Closed -$60K
PIK
4168
DELISTED
Kidpik Corp. Common Stock
PIK
– –
-4,020
Closed -$7K
BSJO
4169
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
– –
-27,700
Closed -$629K
LEV
4170
DELISTED
The Lion Electric Company
LEV
– –
-20,700
Closed -$37K
VCNX
4171
DELISTED
Vaccinex, Inc. Common Stock
VCNX
– –
-2,293
Closed -$21K
EXAI
4172
DELISTED
Exscientia Plc American Depositary Shares
EXAI
– –
-14,322
Closed -$92K
DNMR
4173
DELISTED
Danimer Scientific, Inc.
DNMR
– –
-12,468
Closed -$509K
EVA
4174
DELISTED
Enviva Inc.
EVA
– –
-92,200
Closed -$92K
TBIO
4175
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
– –
-1,530
Closed -$11K
165 166
167
168 169

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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.