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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
AEY
2751
DELISTED
ADDvantage Technologies Group
AEY
$314K ﹤0.01%
13,370
+480
+4% +$11.4K
GST
2752
DELISTED
Gastar Exploration Inc.
GST
$314K ﹤0.01%
119,780
-250,698
-68% -$651K
SGI
2753
DELISTED
Silicon Graphics Intl.
SGI
$314K ﹤0.01%
36,100
+23,842
+195% +$235K
BELFA icon
2754
Bel Fuse Inc Class A
BELFA
$3.43B
$313K ﹤0.01%
17,100
+500
+3% +$10.1K
CNO icon
2755
CNO Financial Group
CNO
$5.02B
$312K ﹤0.01%
18,100
-54,400
-75% -$897K
RLOG
2756
DELISTED
Rand Logistics, Inc.
RLOG
$312K ﹤0.01%
96,100
+67,400
+235% +$230K
CORT icon
2757
Corcept Therapeutics
CORT
$12.1B
$310K ﹤0.01%
+55,400
New +$201K
QCRH icon
2758
QCR Holdings
QCRH
$1.73B
$310K ﹤0.01%
17,368
+100
+0.6% +$1.78K
HMLP
2759
DELISTED
HOEGH LNG PARTNERS LP
HMLP
$310K ﹤0.01%
+14,300
New +$310K
VSI
2760
DELISTED
Vitamin Shoppe Inc.
VSI
$309K ﹤0.01%
+7,500
New +$317K
VSA
2761
VisionSys AI
VSA
$10.3M
$304K ﹤0.01%
+12
New +$335K
GNOW
2762
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
$304K ﹤0.01%
106,198
-300
-0.3% -$888
DRNA
2763
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$303K ﹤0.01%
+12,600
New +$283K
SKY icon
2764
Champion Homes
SKY
$5.1B
$302K ﹤0.01%
85,200
+2,200
+3% +$7.97K
CSCI
2765
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
$302K ﹤0.01%
56
+54
+2,700% +$310K
EMKR
2766
DELISTED
Emcore Corp
EMKR
$301K ﹤0.01%
5,526
+3,577
+184% +$191K
TGTX icon
2767
TG Therapeutics
TGTX
$7.58B
$300K ﹤0.01%
19,399
-138,482
-88% -$2.1M
KAMN
2768
DELISTED
Kaman Corp
KAMN
$298K ﹤0.01%
+7,022
New +$281K
BZC
2769
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
$297K ﹤0.01%
29,000
+4,600
+19% +$46.3K
PAL
2770
DELISTED
NORTH AMERICAN PALLADIUM LTD
PAL
$295K ﹤0.01%
1,399,800
+788,000
+129% +$161K
INFA
2771
DELISTED
INFORMATICA CORP
INFA
$294K ﹤0.01%
+6,700
New +$279K
BCRX icon
2772
BioCryst Pharmaceuticals
BCRX
$2.71B
$293K ﹤0.01%
+32,403
New +$335K
ESMC
2773
DELISTED
Escalon Medical Corp
ESMC
$293K ﹤0.01%
217,200
– –
SVRA icon
2774
Savara
SVRA
$1.17B
$292K ﹤0.01%
8,601
+5,137
+148% +$179K
SYT
2775
DELISTED
Syngenta Ag
SYT
$292K ﹤0.01%
4,300
-139,600
-97% -$9.41M
109 110
111
112 113

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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.