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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
+4.73%
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
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWN
2601
DELISTED
CROWN MEDIA HOLDINGS INC CL-A
CRWN
$489K ﹤0.01%
122,200
+58,381
+91% +$206K
KWY
2602
Kingsway Corp
KWY
$279M
$485K ﹤0.01%
84,300
+9,700
+13% +$55.4K
RBS.PRF.CL
2603
DELISTED
Royal Bk Of Scotland Gp
RBS.PRF.CL
$485K ﹤0.01%
18,500
-900
-5% -$23.6K
BRT
2604
BRT Apartments
BRT
$268M
$484K ﹤0.01%
67,760
+700
+1% +$4.92K
ISCA
2605
DELISTED
International Speedway Corp
ISCA
$483K ﹤0.01%
+14,800
New +$461K
STNR
2606
DELISTED
STEINER LEISURE LTD
STNR
$483K ﹤0.01%
10,191
-14,934
-59% -$684K
SPWR
2607
DELISTED
SunPower Corporation Common Stock
SPWR
$480K ﹤0.01%
23,413
-359,914
-94% -$6.79M
ALO
2608
DELISTED
Alio Gold Inc
ALO
$480K ﹤0.01%
70,364
+20,434
+41% +$188K
CCLP
2609
DELISTED
CSI Compressco LP
CCLP
$479K ﹤0.01%
+24,900
New +$399K
AMSC icon
2610
American Superconductor
AMSC
$1.56B
$478K ﹤0.01%
74,288
+42,769
+136% +$320K
ASC icon
2611
Ardmore Shipping
ASC
$681M
$478K ﹤0.01%
+47,500
New +$518K
SUMR
2612
DELISTED
Summer Infant, Inc.
SUMR
$478K ﹤0.01%
19,656
-4,588
-19% -$122K
OSIR
2613
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$476K ﹤0.01%
+27,100
New +$455K
SIRE
2614
DELISTED
Sisecam Resources LP
SIRE
$475K ﹤0.01%
+21,000
New +$512K
CMBT
2615
CMB.TECH NV
CMBT
$4.86B
$474K ﹤0.01%
+40,136
New +$478K
ATEC icon
2616
Alphatec Holdings
ATEC
$1.49B
$473K ﹤0.01%
27,192
+3,592
+15% +$59.9K
CYTK icon
2617
Cytokinetics
CYTK
$10.5B
$471K ﹤0.01%
+69,467
New +$519K
CALL
2618
DELISTED
magicJack VocalTec Ltd
CALL
$471K ﹤0.01%
68,800
+8,900
+15% +$67.3K
DSGR icon
2619
Distribution Solutions Group
DSGR
$1.61B
$469K ﹤0.01%
40,400
+9,400
+30% +$119K
CRMD icon
2620
CorMedix
CRMD
$557M
$468K ﹤0.01%
+9,520
New +$226K
LAYN
2621
DELISTED
Layne Christensen Co
LAYN
$468K ﹤0.01%
+93,369
New +$669K
DGICA icon
2622
Donegal Group Class A
DGICA
$692M
$464K ﹤0.01%
29,500
+15,700
+114% +$246K
ACIC icon
2623
American Coastal Insurance
ACIC
$465M
$461K ﹤0.01%
20,500
-24,209
-54% -$578K
COLB icon
2624
Columbia Banking Systems
COLB
$9.12B
$461K ﹤0.01%
+15,900
New +$436K
SOHO
2625
DELISTED
Sotherly Hotels
SOHO
$461K ﹤0.01%
60,600
+11,163
+23% +$84K
103 104
105
106 107

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.