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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
RGLD icon
2876
Royal Gold
RGLD
$19.7B
$208K ﹤0.01%
3,300
-66,209
-95% -$4.55M
VII
2877
DELISTED
Vicon Industries, Inc.
VII
$208K ﹤0.01%
121,400
-7,100
-6% -$11.1K
CERE
2878
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
$208K ﹤0.01%
78,638
+19,439
+33% +$46K
TKC icon
2879
Turkcell
TKC
$4.74B
$207K ﹤0.01%
+15,919
New +$223K
STRS
2880
DELISTED
STRATUS PPTYS INC
STRS
$205K ﹤0.01%
14,800
– –
SHYF
2881
DELISTED
The Shyft Group
SHYF
$204K ﹤0.01%
42,100
+24,600
+141% +$128K
GNMX
2882
DELISTED
Aevi Genomic Medicine Inc
GNMX
$203K ﹤0.01%
+25,200
New +$190K
OSHC
2883
DELISTED
Ocean Shore Holding Co.
OSHC
$203K ﹤0.01%
13,800
+3,200
+30% +$45.8K
DGII icon
2884
Digi International
DGII
$3.23B
$201K ﹤0.01%
20,100
+2,216
+12% +$21.7K
CVO
2885
DELISTED
Cenevo, Inc.
CVO
$200K ﹤0.01%
+11,663
New +$188K
LFCR icon
2886
Lifecore Biomedical
LFCR
$181M
$197K ﹤0.01%
14,100
-4,300
-23% -$59.4K
MEA
2887
DELISTED
METALICO INC
MEA
$196K ﹤0.01%
532,100
+146,100
+38% +$77.5K
RAVE icon
2888
RAVE Restaurant Group
RAVE
$43.9M
$195K ﹤0.01%
+14,000
New +$170K
RVP icon
2889
Retractable Technologies
RVP
$20.2M
$194K ﹤0.01%
50,100
+9,700
+24% +$41.7K
HNR
2890
DELISTED
Harvest Natural Resources
HNR
$194K ﹤0.01%
108,275
+84,010
+346% +$232K
JVA icon
2891
Coffee Holding Co
JVA
$20.2M
$191K ﹤0.01%
39,200
-1,400
-3% -$6.98K
CANF
2892
Can-Fite BioPharma American Depositary Shares
CANF
$7.37M
$190K ﹤0.01%
+28
New +$337K
UUU icon
2893
Universal Safety Products Inc
UUU
$10.8M
$190K ﹤0.01%
33,200
+1,798
+6% +$10.4K
ICA
2894
DELISTED
EMPRESAS ICA, S.A. DE C.V. ADS (EA REPTG 4 ORD PART CERT)
ICA
$190K ﹤0.01%
+58,300
New +$226K
BRSS
2895
DELISTED
Global Brass & Copper Hldgs, Inc
BRSS
$188K ﹤0.01%
+12,200
New +$169K
TSRI
2896
DELISTED
TSR Inc. New
TSRI
$188K ﹤0.01%
38,050
+4,600
+14% +$20.4K
AXR icon
2897
AMREP Corp
AXR
$118M
$187K ﹤0.01%
36,380
+9,500
+35% +$44.9K
SDEV
2898
Stablecoin Development Corp
SDEV
$50.4M
$187K ﹤0.01%
2
+1
+100% +$90.7K
SPDC
2899
DELISTED
SPEED COMMERCE, INC COM STK
SPDC
$187K ﹤0.01%
+292,200
New +$449K
FTEK icon
2900
Fuel Tech
FTEK
$45.9M
$186K ﹤0.01%
+59,400
New +$195K
114 115
116
117 118

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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.