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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
CCM
2701
Concord Medical Services
CCM
$20.9M
$811K ﹤0.01%
21,110
-930
-4% -$34.2K
XT icon
2702
iShares Future Exponential Technologies ETF
XT
$4B
$811K ﹤0.01%
13,700
+5,700
+71% +$339K
ITMR
2703
DELISTED
Itamar Medical Ltd. American Depository Shares
ITMR
$807K ﹤0.01%
+33,700
New +$802K
DYNT
2704
DELISTED
Dynatronics Corp
DYNT
$805K ﹤0.01%
140,013
+13,200
+10% +$80.1K
CDNA icon
2705
CareDx
CDNA
$2.39B
$803K ﹤0.01%
+11,800
New +$916K
RES icon
2706
RPC Inc
RES
$1.43B
$802K ﹤0.01%
148,500
-524,130
-78% -$2.66M
BCYC
2707
Bicycle Therapeutics
BCYC
$276M
$801K ﹤0.01%
26,800
-54,400
-67% -$1.4M
HSDT icon
2708
Solana Company
HSDT
$102M
$801K ﹤0.01%
1
– –
AGRX
2709
DELISTED
Agile Therapeutics
AGRX
$798K ﹤0.01%
+192
New +$1.04M
PEJ icon
2710
Invesco Leisure and Entertainment ETF
PEJ
$317M
$795K ﹤0.01%
+17,300
New +$798K
MNOV icon
2711
MediciNova
MNOV
$64.5M
$794K ﹤0.01%
157,200
-47,100
-23% -$274K
SANW
2712
DELISTED
S&W Seed Co
SANW
$792K ﹤0.01%
11,448
+2,543
+29% +$173K
VOC icon
2713
VOC Energy
VOC
$58.3M
$792K ﹤0.01%
226,324
+181,602
+406% +$549K
DGRO icon
2714
iShares Core Dividend Growth ETF
DGRO
$43.8B
$787K ﹤0.01%
+16,300
New +$754K
SECO
2715
DELISTED
Secoo Holding Limited ADR
SECO
$787K ﹤0.01%
31,090
+13,030
+72% +$361K
LAIX
2716
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
$783K ﹤0.01%
22,205
+14,593
+192% +$523K
WHLR
2717
Wheeler Real Estate Investment Trust
WHLR
$363K
– –
0
– –
VER
2718
DELISTED
VEREIT, Inc.
VER
$782K ﹤0.01%
20,250
-249,500
-92% -$9.34M
VSAT icon
2719
Viasat
VSAT
$11.5B
$778K ﹤0.01%
16,193
-63,300
-80% -$3.06M
HOFT icon
2720
Hooker Furnishings Corp
HOFT
$158M
$777K ﹤0.01%
21,300
-18,500
-46% -$633K
PRPO icon
2721
Precipio
PRPO
$41.9M
$777K ﹤0.01%
16,810
+12,230
+267% +$649K
GFED
2722
DELISTED
Guaranty Federal Bancshares In
GFED
$776K ﹤0.01%
40,100
-2,100
-5% -$39.4K
FPX icon
2723
First Trust US Equity Opportunities ETF
FPX
$1.57B
$774K ﹤0.01%
+6,500
New +$817K
MRIN
2724
DELISTED
Marin Software
MRIN
$773K ﹤0.01%
72,424
-15,985
-18% -$206K
DMK
2725
DELISTED
DMK Pharmaceuticals Corporation Common Stock
DMK
$773K ﹤0.01%
+11,752
New +$915K
107 108
109
110 111

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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.