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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
+2.84%
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
$91.4B
AUM Growth
+$733M
Cap. Flow
+$421M
Cap. Flow %
0.46%
Top 10 Hldgs %
9%
Holding
3,782
New
474
Increased
1,645
Reduced
1,192
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$729M
2
BKNG icon
Booking.com
BKNG
+$309M
3
PEP icon
PepsiCo
PEP
+$294M
4
CMCSA icon
Comcast
CMCSA
+$285M
5
NFLX icon
Netflix
NFLX
+$242M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$778M
2
WMT icon
Walmart Inc
WMT
+$382M
3
GE icon
GE Aerospace
GE
+$361M
4
NTES icon
NetEase
NTES
+$344M
5
BDX icon
Becton Dickinson
BDX
+$343M

Sector Composition

Rank Sector Weight
1 Healthcare 16.7%
2 Technology 14.02%
3 Consumer Discretionary 11.09%
4 Financials 10.92%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTGX icon
2951
Protagonist Therapeutics
PTGX
$9.8B
$448K ﹤0.01%
+52,200
New +$983K
SJT
2952
San Juan Basin Royalty Trust
SJT
$129M
$446K ﹤0.01%
56,397
-59,229
-51% -$528K
SNMP
2953
DELISTED
Evolve Transition Infrastructure LP
SNMP
$446K ﹤0.01%
1,437
-111
-7% -$39.5K
B
2954
DELISTED
Barnes Group Inc.
B
$443K ﹤0.01%
+7,400
New +$467K
CECO icon
2955
Ceco Environmental
CECO
$4.5B
$441K ﹤0.01%
99,200
-55,400
-36% -$260K
GNSS icon
2956
Genasys
GNSS
$77.9M
$439K ﹤0.01%
190,700
-11,900
-6% -$27.1K
INFU icon
2957
InfuSystem Holdings
INFU
$249M
$438K ﹤0.01%
150,864
+33,064
+28% +$77.7K
DWX icon
2958
State Street SPDR S&P International Dividend ETF
DWX
$529M
$437K ﹤0.01%
10,900
+2,400
+28% +$98.4K
IJK icon
2959
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$437K ﹤0.01%
+8,000
New +$442K
NNVC icon
2960
NanoViricides
NNVC
$34.7M
$437K ﹤0.01%
26,575
+2,045
+8% +$37.8K
ASND icon
2961
Ascendis Pharma A/S
ASND
$16.2B
$434K ﹤0.01%
6,640
-8,860
-57% -$498K
DON icon
2962
WisdomTree US MidCap Dividend Fund
DON
$4.11B
$433K ﹤0.01%
+12,700
New +$443K
FBIO icon
2963
Fortress Biotech
FBIO
$99M
$433K ﹤0.01%
6,340
+3,013
+91% +$191K
FSI icon
2964
Flexible Solutions
FSI
$63.7M
$433K ﹤0.01%
270,900
-11,700
-4% -$19.7K
ENFY
2965
DELISTED
Enlightify Inc
ENFY
$430K ﹤0.01%
28,467
-12,881
-31% -$217K
NOTV
2966
DELISTED
Inotiv
NOTV
$424K ﹤0.01%
265,197
+20,997
+9% +$39.7K
RADA
2967
DELISTED
Rada Electronic Industries Ltd
RADA
$424K ﹤0.01%
179,475
-168,625
-48% -$399K
FENC icon
2968
Fennec Pharmaceuticals
FENC
$423M
$421K ﹤0.01%
+34,800
New +$329K
LGF.A
2969
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$421K ﹤0.01%
16,300
-137,600
-89% -$4.19M
TUR icon
2970
iShares MSCI Turkey ETF
TUR
$220M
$420K ﹤0.01%
+9,900
New +$435K
MPWR icon
2971
Monolithic Power Systems
MPWR
$67B
$415K ﹤0.01%
+3,586
New +$425K
KALV
2972
DELISTED
KalVista Pharmaceuticals
KALV
$412K ﹤0.01%
43,428
-45,300
-51% -$474K
CTHR
2973
DELISTED
Charles & Colvard Ltd
CTHR
$411K ﹤0.01%
30,220
+4,715
+18% +$65K
FUNC icon
2974
First United
FUNC
$298M
$409K ﹤0.01%
21,300
+1,800
+9% +$32.3K
SPDW icon
2975
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$409K ﹤0.01%
13,000
+4,800
+59% +$154K
117 118
119
120 121

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Jim Simons's Q1 2018 Portfolio in Review

As of Q1 2018, Jim Simons held 3,782 positions worth $91.4B, up 0.81% from $90.7B the previous quarter. Its ten largest holdings account for 9% of the portfolio.

Jim Simons's Q1 2018 filing shows 474 new, 1,645 increased, 1,192 reduced and 438 closed positions. Its largest new stake was Amazon: 10,199,100 shares worth $738M. The largest sale was ExxonMobil, an estimated $778M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2018 buy was Amazon: 10,199,100 shares worth $738M.
  • Jim Simons added most to Booking.com in Q1 2018, an estimated $309M increase.
  • Jim Simons's biggest Q1 2018 reduction was ExxonMobil, cutting an estimated $778M.
  • Jim Simons fully exited Marathon Petroleum in Q1 2018, selling an estimated $132M.
  • Jim Simons's ten largest holdings make up 9% of its $91.4B portfolio in Q1 2018.
  • Jim Simons opened 474 new positions and closed 438 in Q1 2018.
  • Jim Simons's portfolio value rose 0.81% quarter-over-quarter to $91.4B.

Based on Renaissance Technologies's 13F filing for Q1 2018, filed 14 May 2018.