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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
OPOF
2751
DELISTED
Old Point Financial
OPOF
$730K ﹤0.01%
31,035
+700
+2% +$14.4K
FARO
2752
DELISTED
Faro Technologies
FARO
$727K ﹤0.01%
8,400
-78,100
-90% -$6.47M
VTAK icon
2753
Catheter Precision
VTAK
$1.05M
$725K ﹤0.01%
16
+1
+7% +$65.4K
BRSP
2754
BrightSpire Capital
BRSP
$629M
$724K ﹤0.01%
+85,000
New +$723K
ERY icon
2755
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
$724K ﹤0.01%
+3,930
New +$896K
THR
2756
DELISTED
Thermon Group Holdings
THR
$724K ﹤0.01%
37,128
-74,872
-67% -$1.37M
FV icon
2757
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$719K ﹤0.01%
16,100
-3,500
-18% -$151K
AGPU
2758
Axe Compute Inc
AGPU
$96M
$718K ﹤0.01%
+1,978
New +$806K
APRN
2759
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$715K ﹤0.01%
9,442
+2,650
+39% +$264K
BAR icon
2760
GraniteShares Gold Shares
BAR
$1.46B
$713K ﹤0.01%
+42,000
New +$748K
SLYV icon
2761
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$713K ﹤0.01%
+8,700
New +$671K
TUSK icon
2762
Mammoth Energy Services
TUSK
$158M
$713K ﹤0.01%
134,072
+35,100
+35% +$178K
JT
2763
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$712K ﹤0.01%
273,684
+5,700
+2% +$17.1K
CDZI icon
2764
Cadiz
CDZI
$292M
$711K ﹤0.01%
+74,100
New +$796K
IWR icon
2765
iShares Russell Mid-Cap ETF
IWR
$58.3B
$710K ﹤0.01%
+9,600
New +$694K
EBND icon
2766
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
$708K ﹤0.01%
27,193
-34,870
-56% -$947K
TGLS icon
2767
Tecnoglass Holdings Inc.
TGLS
$1.86B
$708K ﹤0.01%
58,900
-22,300
-27% -$184K
BH icon
2768
Biglari Holdings Class B
BH
$1.22B
$707K ﹤0.01%
+5,326
New +$669K
ESQ icon
2769
Esquire Financial Holdings
ESQ
$1.61B
$705K ﹤0.01%
30,900
+11,300
+58% +$260K
RETO icon
2770
ReTo Eco-Solutions
RETO
$10.2M
$705K ﹤0.01%
2
+1
+100% +$269K
NBEV
2771
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$703K ﹤0.01%
245,800
+176,850
+256% +$541K
GNR icon
2772
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.9B
$699K ﹤0.01%
+13,900
New +$683K
IMMP
2773
Immutep
IMMP
$59.5M
$698K ﹤0.01%
+227,200
New +$691K
VTV icon
2774
Vanguard Morningstar Value ETF
VTV
$194B
$697K ﹤0.01%
+5,300
New +$664K
JRSH icon
2775
Jerash Holdings
JRSH
$67.7M
$696K ﹤0.01%
110,446
+9,200
+9% +$54.6K
109 110
111
112 113

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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.