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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
GOL
4226
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
– –
-265,500
Closed -$961K
ORTX
4227
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
– –
-196,918
Closed -$3.24M
SALM
4228
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
– –
-106,100
Closed -$41K
BVH
4229
DELISTED
Bluegreen Vacations Holding Corporation
BVH
– –
-274,061
Closed -$20.6M
BETS
4230
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
-174
Closed -$2K
SLGC
4231
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
– –
-364,200
Closed -$921K
TBLT
4232
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
– –
-5,531
Closed -$57K
GTH
4233
DELISTED
Genetron Holdings Limited ADS
GTH
– –
-89,227
Closed -$328K
HARP
4234
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
– –
-12,756
Closed -$145K
FNCH
4235
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
– –
-11,746
Closed -$42K
ARVL
4236
DELISTED
Arrival Ordinary Shares
ARVL
– –
-18,236
Closed -$21K
AGRX
4237
DELISTED
Agile Therapeutics
AGRX
– –
-59,200
Closed -$115K
EAR
4238
DELISTED
Eargo, Inc. Common Stock
EAR
– –
-56,580
Closed -$147K
LUNA
4239
DELISTED
Luna Innovations Incorporated
LUNA
– –
-12,377
Closed -$82K
KIQ
4240
DELISTED
Kelso Technologies Inc.
KIQ
– –
-19,499
Closed -$3K
YGF
4241
DELISTED
YanGuFang International Group Co., Ltd. Ordinary Shares
YGF
– –
-21,997
Closed -$63K
QIWI
4242
DELISTED
QIWI PLC
QIWI
$0 ﹤0.01%
571,151
– –
TIO
4243
DELISTED
Tingo Group, Inc. Common Stock
TIO
– –
-902,921
Closed -$312K
DOC
4244
DELISTED
PHYSICIANS REALTY TRUST
DOC
– –
-119,797
Closed -$1.59M
INTZ
4245
DELISTED
INTRUSION INC NEW
INTZ
– –
-10,400
Closed -$3K
SBDS
4246
DELISTED
Solo Brands Inc
SBDS
– –
-2,860
Closed -$705K
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.