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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
DANG
2676
DELISTED
E-COMMERCE CHINA DANGDANG INC SPNSRD ADS REP COM CL A (CYM)
DANG
$402K ﹤0.01%
+42,097
New +$369K
BCC icon
2677
Boise Cascade
BCC
$2.94B
$401K ﹤0.01%
10,700
-131,500
-92% -$5.08M
IBN icon
2678
ICICI Bank
IBN
$107B
$401K ﹤0.01%
+42,570
New +$442K
VSH icon
2679
Vishay Intertechnology
VSH
$5.15B
$399K ﹤0.01%
+28,900
New +$398K
CRNT icon
2680
Ceragon Networks
CRNT
$201M
$396K ﹤0.01%
347,700
+186,200
+115% +$202K
CME icon
2681
CME Group
CME
$94.3B
$392K ﹤0.01%
30,000
– –
STZ.B
2682
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$391K ﹤0.01%
3,400
– –
AAV
2683
DELISTED
Advantage Oil & Gas Ltd
AAV
$391K ﹤0.01%
+72,600
New +$352K
XLB icon
2684
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$390K ﹤0.01%
+16,000
New +$396K
ENZY
2685
DELISTED
Enzymotec Ltd
ENZY
$390K ﹤0.01%
+54,200
New +$383K
MNOV icon
2686
MediciNova
MNOV
$65.5M
$388K ﹤0.01%
110,800
-5,000
-4% -$17.8K
CSS
2687
DELISTED
CSS Industries, Inc.
CSS
$386K ﹤0.01%
12,800
-10,497
-45% -$301K
GCAP
2688
DELISTED
Gain Capital Holdings, Inc.
GCAP
$385K ﹤0.01%
39,400
-280,985
-88% -$2.57M
CPHR
2689
DELISTED
Cipher Pharmaceuticals Inc.
CPHR
$385K ﹤0.01%
42,500
+16,100
+61% +$202K
NWLIA
2690
DELISTED
NATL WESTN LIFE INS CO CL A
NWLIA
$381K ﹤0.01%
+1,500
New +$381K
PPIH
2691
Perma-Pipe International
PPIH
$216M
$380K ﹤0.01%
60,800
+9,403
+18% +$58.6K
HURC icon
2692
Hurco Companies Inc
HURC
$144M
$379K ﹤0.01%
11,507
+4,004
+53% +$137K
CVRR
2693
DELISTED
CVR Refining, LP
CVRR
$377K ﹤0.01%
18,200
-730,586
-98% -$13.4M
RELV
2694
DELISTED
Reliv International Inc
RELV
$376K ﹤0.01%
47,900
+886
+2% +$7.16K
CRTN
2695
DELISTED
Cartesian, Inc.
CRTN
$376K ﹤0.01%
108,580
+4,800
+5% +$18.5K
NMBL
2696
DELISTED
Nimble Storage, Inc.
NMBL
$375K ﹤0.01%
+16,800
New +$409K
TSL
2697
DELISTED
Trina Solar Limited
TSL
$374K ﹤0.01%
+30,900
New +$320K
VALE icon
2698
Vale
VALE
$61.4B
$372K ﹤0.01%
+65,800
New +$477K
AGRX
2699
DELISTED
Agile Therapeutics
AGRX
$368K ﹤0.01%
+20
New +$351K
TEU
2700
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
$368K ﹤0.01%
415,400
+80,400
+24% +$69.1K
106 107
108
109 110

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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.