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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
AGR
2601
DELISTED
Avangrid, Inc.
AGR
$1.03M ﹤0.01%
+20,600
New +$966K
RBCAA icon
2602
Republic Bancorp
RBCAA
$1.93B
$1.02M ﹤0.01%
23,000
-16,800
-42% -$696K
VTNR
2603
DELISTED
Vertex Energy, Inc
VTNR
$1.02M ﹤0.01%
721,818
+559,718
+345% +$873K
SACH
2604
Sachem Capital Corp
SACH
$38.1M
$1.02M ﹤0.01%
194,672
+97,808
+101% +$450K
EVBN
2605
DELISTED
Evans Bancorp Inc
EVBN
$1.02M ﹤0.01%
29,983
-6,499
-18% -$204K
TCDA
2606
DELISTED
Tricida, Inc. Common Stock
TCDA
$1.02M ﹤0.01%
191,992
+92,113
+92% +$579K
FRG
2607
DELISTED
Franchise Group, Inc.
FRG
$1.01M ﹤0.01%
28,100
-48,900
-64% -$1.73M
TRMT
2608
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
$1M ﹤0.01%
174,700
+74,500
+74% +$360K
NWHM
2609
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$1M ﹤0.01%
191,398
+100,900
+111% +$537K
FMAO icon
2610
Farmers & Merchants Bancorp
FMAO
$486M
$1M ﹤0.01%
39,821
-7,677
-16% -$188K
AYTU icon
2611
AYTU BioPharma
AYTU
$25.2M
$992K ﹤0.01%
+6,526
New +$1.04M
UBP
2612
DELISTED
Urstadt Biddle Properties Inc.
UBP
$992K ﹤0.01%
72,400
-5,700
-7% -$75.5K
AKTS
2613
DELISTED
Akoustis Technologies Inc
AKTS
$991K ﹤0.01%
+74,300
New +$1.08M
SPTM icon
2614
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$989K ﹤0.01%
20,100
+14,400
+253% +$689K
BIPC icon
2615
Brookfield Infrastructure
BIPC
$4.98B
$987K ﹤0.01%
19,350
-95,700
-83% -$4.32M
ILF icon
2616
iShares Latin America 40 ETF
ILF
$3.71B
$986K ﹤0.01%
+35,700
New +$1.01M
ABEO icon
2617
Abeona Therapeutics
ABEO
$342M
$982K ﹤0.01%
20,891
-32,025
-61% -$1.76M
FURY
2618
Fury Gold Mines
FURY
$118M
$980K ﹤0.01%
790,083
+207,337
+36% +$295K
EWH icon
2619
iShares MSCI Hong Kong ETF
EWH
$1.2B
$978K ﹤0.01%
36,800
+22,400
+156% +$590K
YMAB
2620
DELISTED
Y-mAbs Therapeutics
YMAB
$974K ﹤0.01%
+32,200
New +$1.32M
APWC icon
2621
Asia Pacific Wire & Cable
APWC
$66.4M
$972K ﹤0.01%
241,125
+112,017
+87% +$525K
ARKO icon
2622
ARKO Corp
ARKO
$535M
$972K ﹤0.01%
+97,800
New +$912K
LOAN
2623
Manhattan Bridge Capital
LOAN
$47.3M
$972K ﹤0.01%
159,329
+4,738
+3% +$25.7K
MOFG
2624
DELISTED
MidWestOne Financial Group
MOFG
$969K ﹤0.01%
31,300
-33,400
-52% -$949K
XPL icon
2625
Solitario Resources
XPL
$75.3M
$965K ﹤0.01%
1,160,846
-63,738
-5% -$54K
103 104
105
106 107

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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.