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 | |
|---|---|---|---|---|---|---|
1976
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16.1B
| $2.19M | ﹤0.01% |
21,100
-8,400
| -28% | -$828K |
|
1977
Bowman Consulting
BWMN
$733M
| $2.18M | ﹤0.01% |
62,621
+3,800
| +6% | +$131K |
|
1978
Genworth Financial
GNW
$3.84B
| $2.18M | ﹤0.01% |
338,900
-116,500
| -26% | -$729K |
|
1979
ZTO Express
ZTO
$17.4B
| $2.18M | ﹤0.01% |
104,000
-1,141,900
| -92% | -$21.8M |
|
1980
MillerKnoll
MLKN
$1.62B
| $2.17M | ﹤0.01% |
87,700
+42,600
| +94% | +$1.2M |
|
1981
Pitney Bowes
PBI
$2.25B
| $2.17M | ﹤0.01% |
500,571
+354,100
| +242% | +$1.46M |
|
1982
Enpro
NPO
$7.27B
| $2.16M | ﹤0.01% |
12,800
+1,200
| +10% | +$186K |
|
|
KREF
1983
KKR Real Estate Finance Trust
KREF
$490M
| $2.16M | ﹤0.01% |
+214,600
| New | +$2.35M |
|
1984
Four Corners Property Trust
FCPT
$2.77B
| $2.15M | ﹤0.01% |
+88,000
| New | +$2.12M |
|
|
DOG
1985
ProShares Short Dow30
DOG
$87.3M
| $2.15M | ﹤0.01% |
+76,000
| New | +$2.23M |
|
1986
Grid Dynamics Holdings
GDYN
$629M
| $2.15M | ﹤0.01% |
174,800
-23,000
| -12% | -$300K |
|
1987
Orion Group Holdings
ORN
$402M
| $2.15M | ﹤0.01% |
261,797
-4,000
| -2% | -$26K |
|
1988
InvenTrust Properties
IVT
$2.62B
| $2.14M | ﹤0.01% |
83,100
+12,300
| +17% | +$310K |
|
1989
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.11B
| $2.13M | ﹤0.01% |
51,914
+25,214
| +94% | +$1.03M |
|
1990
Alkami Technology
ALKT
$2.21B
| $2.13M | ﹤0.01% |
+86,800
| New | +$2.13M |
|
|
CCRD
1991
DELISTED
CoreCard
CCRD
| $2.13M | ﹤0.01% |
192,297
+2,600
| +1% | +$30.9K |
|
1992
iShares Russell Top 200 ETF
IWL
$2.29B
| $2.12M | ﹤0.01% |
16,700
+3,400
| +26% | +$412K |
|
1993
ARKO Corp
ARKO
$544M
| $2.11M | ﹤0.01% |
370,432
-39,868
| -10% | -$291K |
|
|
CVLY
1994
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $2.11M | ﹤0.01% |
92,605
+6,200
| +7% | +$145K |
|
1995
Dana Inc
DAN
$3.26B
| $2.11M | ﹤0.01% |
165,800
+38,900
| +31% | +$504K |
|
1996
BlackLine
BL
$1.77B
| $2.1M | ﹤0.01% |
+32,500
| New | +$1.97M |
|
1997
First Trust Capital Strength ETF
FTCS
$8.02B
| $2.1M | ﹤0.01% |
24,500
+11,600
| +90% | +$957K |
|
|
CTLP
1998
DELISTED
Cantaloupe
CTLP
| $2.1M | ﹤0.01% |
326,200
+123,000
| +61% | +$811K |
|
1999
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.9B
| $2.1M | ﹤0.01% |
60,200
-3,200
| -5% | -$104K |
|
2000
First Watch Restaurant Group
FWRG
$785M
| $2.1M | ﹤0.01% |
85,100
-159,002
| -65% | -$3.6M |
|
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.