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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
LUB
2801
DELISTED
Luby's Inc.
LUB
$263K ﹤0.01%
50,700
+25,300
+100% +$129K
VWTR
2802
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
$263K ﹤0.01%
+16,200
New +$270K
ZEN
2803
DELISTED
ZENDESK INC
ZEN
$261K ﹤0.01%
11,500
+400
+4% +$9.57K
GFED
2804
DELISTED
Guaranty Federal Bancshares In
GFED
$260K ﹤0.01%
17,900
+2,700
+18% +$38.7K
XNET
2805
Xunlei
XNET
$316M
$259K ﹤0.01%
+40,700
New +$296K
CBMG
2806
DELISTED
Cellular Biomedicine Group, Inc.
CBMG
$258K ﹤0.01%
+8,200
New +$222K
DSWL icon
2807
Deswell Industries
DSWL
$50.7M
$257K ﹤0.01%
139,600
-178,400
-56% -$335K
ESE icon
2808
ESCO Technologies
ESE
$7.78B
$257K ﹤0.01%
+6,600
New +$247K
DO
2809
DELISTED
Diamond Offshore Drilling
DO
$257K ﹤0.01%
+9,600
New +$299K
LITB
2810
LightInTheBox
LITB
$56.7M
$255K ﹤0.01%
8,417
+5,950
+241% +$197K
FPP
2811
DELISTED
FieldPoint Petroleum Corporation
FPP
$252K ﹤0.01%
254,200
+4,800
+2% +$8.11K
ENOC
2812
DELISTED
EnerNOC, Inc.
ENOC
$251K ﹤0.01%
+22,000
New +$330K
BAA
2813
DELISTED
Banro Corporation Common Stock
BAA
$251K ﹤0.01%
125,980
+33,500
+36% +$56.4K
ACI
2814
DELISTED
ARCH COAL, INC.
ACI
$250K ﹤0.01%
+25,020
New +$290K
MHG
2815
DELISTED
Marine Harvest ASA
MHG
$250K ﹤0.01%
+21,900
New +$281K
MZOR
2816
DELISTED
Mazor Robotics Ltd.
MZOR
$248K ﹤0.01%
22,100
-28,500
-56% -$325K
SLNG icon
2817
Stabilis Solutions
SLNG
$102M
$247K ﹤0.01%
7,325
+437
+6% +$14.8K
AMOV
2818
DELISTED
America Movil SAB de CV
AMOV
$244K ﹤0.01%
+12,720
New +$256K
HMTV
2819
DELISTED
Hemisphere Media Group, Inc.
HMTV
$244K ﹤0.01%
19,300
-5,600
-22% -$71.3K
FBR
2820
DELISTED
Fibria Celulose Sa
FBR
$243K ﹤0.01%
17,228
+6,628
+63% +$82.9K
NSPH
2821
DELISTED
NANOSPHERE INC. COM NEW
NSPH
$243K ﹤0.01%
52,308
+38,085
+268% +$218K
IHC
2822
DELISTED
Independence Holding Company
IHC
$243K ﹤0.01%
+17,900
New +$229K
LTRX icon
2823
Lantronix
LTRX
$275M
$242K ﹤0.01%
133,666
+9,100
+7% +$17.1K
AXIA
2824
DELISTED
AXIA Energia
AXIA
$241K ﹤0.01%
+167,831
New +$249K
SNEX icon
2825
StoneX
SNEX
$8.37B
$241K ﹤0.01%
+41,006
New +$197K
111 112
113
114 115

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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.