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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
AMAM
4201
DELISTED
Ambrx Biopharma Inc
AMAM
– –
-53,900
Closed -$768K
EXPR
4202
DELISTED
Express, Inc.
EXPR
– –
-26,385
Closed -$221K
BFX
4203
DELISTED
BowFlex Inc.
BFX
– –
-547,900
Closed -$422K
VRPX
4204
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
– –
-122
Closed -$10K
LBC
4205
DELISTED
Luther Burbank Corporation Common Stock
LBC
– –
-213,668
Closed -$2.29M
FGH
4206
DELISTED
FG Group Holdings Inc.
FGH
– –
-511,530
Closed -$752K
CRGE
4207
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
– –
-614,159
Closed -$70K
MDRX
4208
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-182,665
Closed -$1.92M
ROVR
4209
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
– –
-827,800
Closed -$9.01M
LYT
4210
DELISTED
Lytus Technologies Holdings PTV. Ltd. Common Shares
LYT
– –
-2,360
Closed -$16K
GRCL
4211
DELISTED
Gracell Biotechnologies Inc. American Depositary Shares
GRCL
– –
-39,300
Closed -$395K
SIEN
4212
DELISTED
Sientra, Inc.
SIEN
– –
-40,870
Closed -$25K
ICVX
4213
DELISTED
Icosavax, Inc. Common Stock
ICVX
– –
-151,200
Closed -$2.38M
FRLN
4214
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
– –
-34,460
Closed -$220K
JT
4215
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
– –
-177,069
Closed -$174K
CYAN
4216
DELISTED
Cyanotech Corp
CYAN
– –
-147,409
Closed -$131K
THRX
4217
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
– –
-271,600
Closed -$1.1M
IMGN
4218
DELISTED
Immunogen Inc
IMGN
– –
-1,631,240
Closed -$48.4M
NTCO
4219
DELISTED
Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)
NTCO
– –
-716,037
Closed -$4.9M
ALYA
4220
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
– –
-673,733
Closed -$896K
NVTA
4221
DELISTED
Invitae Corporation
NVTA
– –
-2,197,698
Closed -$1.38M
TSP
4222
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
– –
-285,700
Closed -$251K
WTER
4223
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
– –
-42,623
Closed -$11K
ESMT
4224
DELISTED
EngageSmart, Inc.
ESMT
– –
-744,000
Closed -$17M
RAIN
4225
DELISTED
Rain Oncology Inc. Common Stock
RAIN
– –
-11,100
Closed -$13K
166 167 168
169
170

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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.