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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 19.43%
2 Technology 17.51%
3 Communication Services 11.4%
4 Consumer Discretionary 10.59%
5 Consumer Staples 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTE
2901
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$511K ﹤0.01%
+71,500
New +$485K
VCEL icon
2902
Vericel Corp
VCEL
$2.29B
$505K ﹤0.01%
9,092
-9,400
-51% -$425K
RIBT
2903
DELISTED
RiceBran Technologies
RIBT
$502K ﹤0.01%
50,730
+2,800
+6% +$27.1K
SLP icon
2904
Simulations Plus
SLP
$371M
$500K ﹤0.01%
7,900
-33,479
-81% -$2.46M
FBT icon
2905
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$498K ﹤0.01%
+3,100
New +$531K
OVLY icon
2906
Oak Valley Bancorp
OVLY
$283M
$498K ﹤0.01%
29,064
+15,900
+121% +$269K
XTIA icon
2907
XTI Aerospace
XTIA
$61.9M
– –
0
– –
LXFR icon
2908
Luxfer Holdings
LXFR
$457M
$496K ﹤0.01%
23,300
-10,800
-32% -$203K
TARA icon
2909
Protara Therapeutics
TARA
$233M
$494K ﹤0.01%
31,400
+14,290
+84% +$265K
VEL icon
2910
Velocity Financial
VEL
$711M
$494K ﹤0.01%
55,700
-22,000
-28% -$168K
SIEN
2911
DELISTED
Sientra, Inc.
SIEN
$494K ﹤0.01%
6,770
+5,520
+442% +$352K
HDSN
2912
Hudson Technologies
HDSN
$239M
$493K ﹤0.01%
305,949
+286,049
+1,437% +$415K
MKD
2913
DELISTED
Molecular Data Inc. American Depositary Shares
MKD
$490K ﹤0.01%
+30,230
New +$565K
MOG.B icon
2914
Moog Inc Class B
MOG.B
$13B
$488K ﹤0.01%
6,100
– –
OCC icon
2915
Optical Cable Corp
OCC
$149M
$487K ﹤0.01%
135,703
-20,647
-13% -$74.2K
HWBK icon
2916
Hawthorn Bancshares
HWBK
$276M
$486K ﹤0.01%
+25,702
New +$479K
BELFA icon
2917
Bel Fuse Inc Class A
BELFA
$3.4B
$484K ﹤0.01%
26,000
-1,100
-4% -$18.3K
CHNR icon
2918
China Natural Resources
CHNR
$5.13M
$484K ﹤0.01%
6,651
+3,253
+96% +$251K
NSYS icon
2919
Nortech Systems
NSYS
$42.5M
$484K ﹤0.01%
77,059
+13,600
+21% +$105K
BLNE
2920
Beeline Holdings
BLNE
$35.8M
$483K ﹤0.01%
1,306
+1,119
+598% +$390K
IFRX icon
2921
InflaRx
IFRX
$296M
$481K ﹤0.01%
123,347
-14,753
-11% -$75.5K
MDYG icon
2922
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.97B
$481K ﹤0.01%
6,400
-9
-0.1% -$665
NVCN
2923
DELISTED
Neovasc Inc.
NVCN
$481K ﹤0.01%
+17,821
New +$606K
OSN
2924
DELISTED
Ossen Innovation Co., Ltd.
OSN
$481K ﹤0.01%
101,996
+8,400
+9% +$40.1K
ATHX
2925
DELISTED
Athersys, Inc. Common Stock
ATHX
$478K ﹤0.01%
+10,632
New +$552K
115 116
117
118 119

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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 19% 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.