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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
NRG icon
176
NRG Energy
NRG
$25.2B
$80.3M 0.13%
1,186,316
+121,600
+11% +$6.82M
CEG icon
177
Constellation Energy
CEG
$98.6B
$80.1M 0.13%
433,300
+240,800
+125% +$34.2M
BLK icon
178
Blackrock
BLK
$178B
$80M 0.13%
95,900
+55,200
+136% +$44.3M
COP icon
179
ConocoPhillips
COP
$151B
$79.9M 0.13%
+628,008
New +$71.6M
BRK.B icon
180
Berkshire Hathaway Class B
BRK.B
$1.11T
$79.7M 0.13%
+189,590
New +$74.6M
SHW icon
181
Sherwin-Williams
SHW
$88.5B
$79.7M 0.13%
229,500
-31,700
-12% -$10.1M
INTC icon
182
Intel
INTC
$493B
$79.2M 0.12%
1,792,419
+57,111
+3% +$2.54M
GBIL icon
183
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$78.5M 0.12%
778,000
– –
SGOV icon
184
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$78.3M 0.12%
777,700
– –
ICSH icon
185
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$78.3M 0.12%
1,549,000
– –
MINT icon
186
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$78.2M 0.12%
777,600
– –
TFLO icon
187
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$78.1M 0.12%
1,541,500
– –
SNOW icon
188
Snowflake
SNOW
$116B
$78.1M 0.12%
483,202
-685,100
-59% -$133M
PULS icon
189
PGIM Ultra Short Bond ETF
PULS
$18.4B
$78M 0.12%
1,569,600
– –
BIL icon
190
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$77.9M 0.12%
849,100
– –
SHV icon
191
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$77.9M 0.12%
705,000
– –
JPST icon
192
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$77.8M 0.12%
1,541,700
– –
LBTYA icon
193
Liberty Global Class A
LBTYA
$3.48B
$77.6M 0.12%
4,586,852
+548,300
+14% +$10M
USFR icon
194
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$77.5M 0.12%
1,540,600
– –
CLX icon
195
Clorox
CLX
$13.1B
$77.5M 0.12%
505,972
-310,500
-38% -$46.3M
JAAA icon
196
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$77.3M 0.12%
1,524,000
– –
PRDO icon
197
Perdoceo Education
PRDO
$1.95B
$77.2M 0.12%
4,397,769
-104,818
-2% -$1.85M
GSK icon
198
GSK
GSK
$102B
$76.9M 0.12%
1,793,393
-971,800
-35% -$40.1M
FTSM icon
199
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
$75.6M 0.12%
1,267,700
-31,400
-2% -$1.88M
NOMD icon
200
Nomad Foods
NOMD
$1.59B
$75.5M 0.12%
3,858,779
-313,600
-8% -$5.78M
6 7
8
9 10

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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.