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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+9.73%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$80.4B
AUM Growth
-$11.7B
Cap. Flow
-$16B
Cap. Flow %
-19.95%
Top 10 Hldgs %
10.17%
Holding
3,937
New
591
Increased
1,069
Reduced
1,579
Closed
676

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$427M
2
ROKU icon
Roku
ROKU
+$393M
3
PARA
Paramount Global Class B
PARA
+$345M
4
T icon
AT&T
T
+$317M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$1.41B
2
PDD icon
Pinduoduo
PDD
+$755M
3
BMY icon
Bristol-Myers Squibb
BMY
+$716M
4
ABBV icon
AbbVie
ABBV
+$558M
5
CMG icon
Chipotle Mexican Grill
CMG
+$491M

Sector Composition

Rank Sector Weight
1 Healthcare 19.86%
2 Technology 17.76%
3 Communication Services 11.48%
4 Consumer Discretionary 10.7%
5 Consumer Staples 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNSO
2526
DELISTED
Bonso Electronic International
BNSO
$1.21M ﹤0.01%
178,100
+16,500
+10% +$98.6K
CCRC
2527
DELISTED
China Customer Relations Centers, Inc
CCRC
$1.21M ﹤0.01%
198,791
+168,885
+565% +$806K
BZH icon
2528
Beazer Homes USA
BZH
$874M
$1.21M ﹤0.01%
+57,828
New +$1.07M
CERS icon
2529
Cerus
CERS
$592M
$1.21M ﹤0.01%
201,137
-157,563
-44% -$1.07M
HEDJ icon
2530
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$1.21M ﹤0.01%
+33,200
New +$1.14M
YPF icon
2531
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.6B
$1.21M ﹤0.01%
+293,500
New +$1.24M
IWC icon
2532
iShares Micro-Cap ETF
IWC
$1.51B
$1.21M ﹤0.01%
+8,200
New +$1.17M
FCPT icon
2533
Four Corners Property Trust
FCPT
$2.77B
$1.2M ﹤0.01%
+43,900
New +$1.21M
MCB icon
2534
Metropolitan Bank Holding Corp
MCB
$1.16B
$1.2M ﹤0.01%
23,800
-61,484
-72% -$2.85M
AMTB icon
2535
Amerant Bancorp
AMTB
$1.14B
$1.19M ﹤0.01%
64,203
+30,700
+92% +$513K
HMN icon
2536
Horace Mann Educators
HMN
$2.11B
$1.19M ﹤0.01%
+27,538
New +$1.14M
ICBK
2537
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$1.19M ﹤0.01%
49,605
+17,910
+57% +$410K
TCS
2538
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$1.19M ﹤0.01%
4,753
+700
+17% +$156K
CPS icon
2539
Cooper-Standard Automotive
CPS
$501M
$1.18M ﹤0.01%
32,600
-29,100
-47% -$1.09M
MACK
2540
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$1.18M ﹤0.01%
188,161
+11,300
+6% +$80.8K
UONEK icon
2541
Urban One Class D
UONEK
$24.6M
$1.18M ﹤0.01%
67,138
+16,738
+33% +$282K
FRTX
2542
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$1.17M ﹤0.01%
23,923
+4,412
+23% +$242K
REED
2543
DELISTED
Reeds, Inc. Common Stock
REED
$1.17M ﹤0.01%
19,975
+2,727
+16% +$137K
MYND
2544
Mynd.ai
MYND
$19.7M
$1.16M ﹤0.01%
30,791
+5,070
+20% +$165K
WMC
2545
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$1.16M ﹤0.01%
36,482
-48,949
-57% -$1.55M
HHR
2546
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$1.16M ﹤0.01%
34,300
-76,700
-69% -$2.47M
SHV icon
2547
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.16M ﹤0.01%
+10,500
New +$1.16M
LEDS icon
2548
SemiLEDS
LEDS
$18.4M
$1.15M ﹤0.01%
253,059
+40,163
+19% +$186K
CEPU
2549
Central Puerto
CEPU
$1.96B
$1.15M ﹤0.01%
509,704
+373,413
+274% +$867K
ICON
2550
DELISTED
Iconix Brand Group, Inc.
ICON
$1.15M ﹤0.01%
573,364
+340,543
+146% +$748K
100 101
102
103 104

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Jim Simons's Q1 2021 Portfolio in Review

As of Q1 2021, Jim Simons held 3,937 positions worth $80.4B, down 13% from $92.1B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Jim Simons withdrew a net $16B in Q1 2021, closing 676 positions and reducing 1,579 holdings. Its most notable exit was Micron Technology, an estimated $252M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Jim Simons opened a new position in Paramount Global Class B worth $255M.

  • Jim Simons's largest Q1 2021 buy was Paramount Global Class B: 5,644,997 shares worth $255M.
  • Jim Simons added most to Tesla in Q1 2021, an estimated $427M increase.
  • Jim Simons's biggest Q1 2021 reduction was Baidu, cutting an estimated $1.41B.
  • Jim Simons fully exited Micron Technology in Q1 2021, selling an estimated $252M.
  • Jim Simons's ten largest holdings make up 10% of its $80.4B portfolio in Q1 2021.
  • Jim Simons opened 591 new positions and closed 676 in Q1 2021.
  • Jim Simons's portfolio value fell 13% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q1 2021, filed 13 May 2021.