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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
SPXC icon
2676
SPX Corp
SPXC
$10.8B
$851K ﹤0.01%
+14,600
New +$831K
PGF icon
2677
Invesco Financial Preferred ETF
PGF
$668M
$848K ﹤0.01%
44,914
-73,686
-62% -$1.38M
LILAK icon
2678
Liberty Latin America Class C
LILAK
$1.66B
$847K ﹤0.01%
71,748
-266,750
-79% -$2.92M
LPL icon
2679
LG Display
LPL
$3.57B
$845K ﹤0.01%
+84,600
New +$844K
UWM icon
2680
ProShares Ultra Russell2000
UWM
$250M
$843K ﹤0.01%
+15,090
New +$832K
VYNT
2681
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$839K ﹤0.01%
36,185
-12,375
-25% -$313K
CTOS icon
2682
Custom Truck One Source
CTOS
$2.37B
$838K ﹤0.01%
89,600
+38,000
+74% +$310K
GEOS icon
2683
Geospace Technologies
GEOS
$70M
$834K ﹤0.01%
91,432
-23,000
-20% -$221K
CAI
2684
DELISTED
CAI International, Inc.
CAI
$833K ﹤0.01%
+18,295
New +$723K
ZROZ icon
2685
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.29B
$831K ﹤0.01%
+6,300
New +$911K
BCML icon
2686
BayCom
BCML
$340M
$830K ﹤0.01%
46,067
+34,767
+308% +$569K
TH icon
2687
Target Hospitality
TH
$1.7B
$830K ﹤0.01%
+330,869
New +$612K
EEX
2688
DELISTED
Emerald Holding
EEX
$829K ﹤0.01%
150,157
-13,300
-8% -$69.8K
NINE
2689
DELISTED
Nine Energy Service
NINE
$828K ﹤0.01%
359,800
+39,700
+12% +$119K
SHY icon
2690
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$826K ﹤0.01%
9,579
-222,321
-96% -$19.2M
LKFT
2691
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.81B
$825K ﹤0.01%
10,700
-64,210
-86% -$5.92M
KTCC icon
2692
Key Tronic
KTCC
$42.9M
$825K ﹤0.01%
107,000
+46,900
+78% +$381K
PCB icon
2693
PCB Bancorp
PCB
$400M
$822K ﹤0.01%
54,832
-55,600
-50% -$750K
ICPT
2694
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$822K ﹤0.01%
35,600
-401,400
-92% -$11.2M
SOHO
2695
DELISTED
Sotherly Hotels
SOHO
$820K ﹤0.01%
235,715
-17,200
-7% -$57.3K
GSIE icon
2696
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
$819K ﹤0.01%
+24,800
New +$813K
OCUL icon
2697
Ocular Therapeutix
OCUL
$2.14B
$819K ﹤0.01%
49,900
-284,166
-85% -$5.47M
UFAB
2698
DELISTED
Unique Fabricating, Inc.
UFAB
$817K ﹤0.01%
137,377
+5,100
+4% +$34.4K
WRN
2699
Western Copper and Gold
WRN
$547M
$815K ﹤0.01%
647,100
+105,600
+20% +$144K
CLVR
2700
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
$812K ﹤0.01%
+2,630
New +$960K
106 107
108
109 110

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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.