Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chevron
CVX
|
+$317M |
| 2 |
Walmart Inc
WMT
|
+$218M |
| 3 |
Linde
LIN
|
+$174M |
| 4 |
PayPal
PYPL
|
+$133M |
| 5 |
Union Pacific
UNP
|
+$126M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$724M |
| 2 |
Uber
UBER
|
+$527M |
| 3 |
ExxonMobil
XOM
|
+$450M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$365M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
ARCH
501
DELISTED
Arch Resources, Inc.
ARCH
| $27.4M | 0.04% |
170,446
+45,900
| +37% | +$7.84M |
|
502
McCormick & Company Non-Voting
MKC
$14.2B
| $27.4M | 0.04% |
356,100
+195,600
| +122% | +$13.3M |
|
503
Invesco Short Term Treasury ETF
TBLL
$2.85B
| $27.1M | 0.04% |
256,900
-6,800
| -3% | -$718K |
|
504
Commerce Bancshares
CBSH
$8.56B
| $27.1M | 0.04% |
561,126
+104,958
| +23% | +$4.98M |
|
505
Keysight
KEYS
$60.6B
| $27.1M | 0.04% |
+173,100
| New | +$26.6M |
|
506
First Trust Preferred Securities and Income ETF
FPE
$6.33B
| $27M | 0.04% |
1,559,808
-580,292
| -27% | -$9.92M |
|
507
Ezcorp Inc
EZPW
$1.78B
| $26.7M | 0.04% |
2,358,066
+471,900
| +25% | +$4.65M |
|
|
BCPC
508
Balchem Corp
BCPC
$5.73B
| $26.6M | 0.04% |
171,500
-10,600
| -6% | -$1.57M |
|
509
Liberty Global Class C
LBTYK
$3.46B
| $26.6M | 0.04% |
1,505,200
-184,700
| -11% | -$3.55M |
|
510
Evertec
EVTC
$1.82B
| $26.6M | 0.04% |
665,426
-129,300
| -16% | -$5.1M |
|
511
Liberty Media Series C
FWONK
$26B
| $26.5M | 0.04% |
403,579
+16,700
| +4% | +$1.12M |
|
512
Quest Diagnostics
DGX
$26.2B
| $26.5M | 0.04% |
198,863
-288,600
| -59% | -$37.4M |
|
|
WNS
513
DELISTED
WNS Holdings
WNS
| $26.4M | 0.04% |
523,400
-7,900
| -1% | -$476K |
|
514
Merck
MRK
$328B
| $26.4M | 0.04% |
200,202
+80,378
| +67% | +$9.91M |
|
515
Crown Castle
CCI
$31.5B
| $26.4M | 0.04% |
+249,003
| New | +$27.1M |
|
|
CSGS
516
DELISTED
CSG Systems International
CSGS
| $26.3M | 0.04% |
511,034
-184,400
| -27% | -$9.58M |
|
517
Perrigo
PRGO
$1.76B
| $26.3M | 0.04% |
817,818
+46,008
| +6% | +$1.45M |
|
518
Amphastar Pharmaceuticals
AMPH
$850M
| $26.3M | 0.04% |
599,100
-42,800
| -7% | -$2.21M |
|
519
Post Holdings
POST
$3.65B
| $26.3M | 0.04% |
247,500
-8,600
| -3% | -$862K |
|
520
Trade Desk
TTD
$6.34B
| $26.2M | 0.04% |
+299,800
| New | +$22.7M |
|
521
Boston Beer
SAM
$1.89B
| $26M | 0.04% |
85,500
+40,000
| +88% | +$13.3M |
|
522
Prestige Consumer Healthcare
PBH
$2.48B
| $26M | 0.04% |
358,702
+4,700
| +1% | +$314K |
|
523
LegalZoom.com
LZ
$930M
| $26M | 0.04% |
1,945,733
-443,400
| -19% | -$5.11M |
|
524
GitLab
GTLB
$6.89B
| $25.8M | 0.04% |
442,870
-289,700
| -40% | -$19M |
|
525
DTE Energy
DTE
$28.9B
| $25.7M | 0.04% |
229,400
+81,600
| +55% | +$8.8M |
|
Similar funds
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.