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
MRDB
4176
DELISTED
MariaDB plc
MRDB
– –
-18,600
Closed -$5K
MMAT
4177
DELISTED
Meta Materials Inc. Common Stock
MMAT
– –
-11,405
Closed -$75K
SLNA
4178
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
– –
-77,900
Closed -$14K
GETR
4179
DELISTED
Getaround, Inc.
GETR
– –
-75,447
Closed -$18K
EVBG
4180
DELISTED
Everbridge, Inc. Common Stock
EVBG
– –
-48,300
Closed -$1.17M
LSDI
4181
DELISTED
Lucy Scientific Discovery Inc. Common Stock
LSDI
– –
-6,790
Closed -$17K
FUSN
4182
DELISTED
Fusion Pharmaceuticals Inc. Common Shares
FUSN
– –
-10,000
Closed -$96K
GRTX
4183
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
– –
-313,500
Closed -$46K
OPGN
4184
DELISTED
OpGen, Inc
OPGN
– –
-6,600
Closed -$28K
NURO
4185
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
– –
-23,432
Closed -$84K
YTEN
4186
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
– –
-596
Closed -$3K
TCN
4187
DELISTED
Tricon Residential Inc.
TCN
– –
-157,300
Closed -$1.43M
GGE
4188
DELISTED
Green Giant Inc. Common Stock
GGE
– –
-2,970,340
Closed -$155K
GMDA
4189
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
– –
-957,581
Closed -$395K
AAU
4190
DELISTED
Almaden Minerals Ltd
AAU
– –
-229,746
Closed -$33K
PGTI
4191
DELISTED
PGT, Inc.
PGTI
– –
-625,791
Closed -$25.5M
SOLO
4192
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
– –
-36,504
Closed -$12K
MIXT
4193
DELISTED
MIX TELEMATICS LIMITED
MIXT
– –
-453,905
Closed -$3.91M
CBAY
4194
DELISTED
Cymabay Therapeutics
CBAY
– –
-159,950
Closed -$3.78M
BCEL
4195
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
– –
-356,024
Closed -$47K
LIAN
4196
DELISTED
LianBio American Depositary Shares
LIAN
– –
-346,000
Closed -$1.55M
SPLK
4197
DELISTED
Splunk Inc
SPLK
– –
-912,700
Closed -$139M
TGH
4198
DELISTED
Textainer Group Holdings limited
TGH
– –
-21,600
Closed -$1.06M
SOVO
4199
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
– –
-1,031,900
Closed -$22.7M
SNCE
4200
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
– –
-17,145
Closed -$92K
166 167
168
169 170

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.