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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBCN
2751
DELISTED
Rubicon Technology, Inc.
RBCN
$842K ﹤0.01%
104,368
-4,851
-4% -$39.6K
FTSL icon
2752
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$840K ﹤0.01%
+17,841
New +$841K
VBTX
2753
DELISTED
Veritex Holdings
VBTX
$833K ﹤0.01%
34,395
+24,695
+255% +$625K
MLVF
2754
DELISTED
Malvern Bancorp, Inc.
MLVF
$832K ﹤0.01%
41,352
+8,700
+27% +$178K
TVIX
2755
DELISTED
VelocityShares Daily 2x VIX Short Term ETN
TVIX
$831K ﹤0.01%
3,176
+2,783
+708% +$1.06M
MOD icon
2756
Modine Manufacturing
MOD
$10.8B
$825K ﹤0.01%
59,500
-157,409
-73% -$2.21M
GSUM
2757
DELISTED
Gridsum Holding Inc.
GSUM
$819K ﹤0.01%
+276,539
New +$791K
NAT icon
2758
Nordic American Tanker
NAT
$1.41B
$816K ﹤0.01%
404,000
+225,900
+127% +$476K
VIRC icon
2759
Virco
VIRC
$95.8M
$814K ﹤0.01%
188,000
-700
-0.4% -$2.91K
ELDN icon
2760
Eledon Pharmaceuticals
ELDN
$294M
$812K ﹤0.01%
11,217
-1,772
-14% -$118K
EWU icon
2761
iShares MSCI United Kingdom ETF
EWU
$4.13B
$809K ﹤0.01%
24,500
-20,200
-45% -$643K
AXU
2762
DELISTED
Alexco Resource Corp
AXU
$809K ﹤0.01%
668,550
+281,600
+73% +$334K
IFLN
2763
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
$808K ﹤0.01%
+43,300
New +$797K
TWIN icon
2764
Twin Disc
TWIN
$349M
$804K ﹤0.01%
48,293
-29,305
-38% -$500K
CORP icon
2765
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.59B
$799K ﹤0.01%
+7,700
New +$779K
SPDW icon
2766
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
$797K ﹤0.01%
27,300
-3,799
-12% -$108K
AAOI icon
2767
Applied Optoelectronics
AAOI
$11.9B
$794K ﹤0.01%
+65,100
New +$982K
NL icon
2768
NLI Holdings
NL
$331M
$792K ﹤0.01%
204,001
+18,601
+10% +$76K
CQP icon
2769
Cheniere Energy
CQP
$33.2B
$791K ﹤0.01%
+18,875
New +$778K
MOG.A icon
2770
Moog Inc Class A
MOG.A
$13.5B
$791K ﹤0.01%
9,100
+5,200
+133% +$453K
EMMS
2771
DELISTED
Emmis Communications Corp
EMMS
$789K ﹤0.01%
234,641
-3,668
-2% -$13K
ALBO
2772
DELISTED
Albireo Pharma Inc
ALBO
$787K ﹤0.01%
24,448
-13,284
-35% -$358K
RBB icon
2773
RBB Bancorp
RBB
$464M
$784K ﹤0.01%
+41,700
New +$823K
LCUT icon
2774
Lifetime Brands
LCUT
$222M
$782K ﹤0.01%
82,800
-22,500
-21% -$228K
AINC
2775
DELISTED
Ashford Inc.
AINC
$782K ﹤0.01%
14,080
-1,800
-11% -$103K
109 110
111
112 113

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.