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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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BPMP
2951
DELISTED
BP Midstream Partners LP Common Units representing Limited Partner Interests
BPMP
$461K ﹤0.01%
+31,840
New +$506K
ICBK
2952
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$461K ﹤0.01%
26,200
+15,500
+145% +$279K
AIR icon
2953
AAR Corp
AIR
$5.96B
$460K ﹤0.01%
+14,160
New +$512K
QTNT
2954
DELISTED
Quotient Limited Ordinary Shares
QTNT
$458K ﹤0.01%
+1,270
New +$447K
PEI
2955
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$456K ﹤0.01%
4,833
-387
-7% -$38.3K
BELFA icon
2956
Bel Fuse Inc Class A
BELFA
$3.43B
$454K ﹤0.01%
21,200
+300
+1% +$6.04K
ELMD icon
2957
Electromed
ELMD
$352M
$454K ﹤0.01%
88,240
+15,420
+21% +$83.6K
MLNT
2958
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
$454K ﹤0.01%
127,894
-64,004
-33% -$347K
CWI icon
2959
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
$453K ﹤0.01%
18,750
+1,650
+10% +$38.7K
GTN.A icon
2960
Gray Media Inc
GTN.A
$612M
$451K ﹤0.01%
21,500
+900
+4% +$16.1K
ICON
2961
DELISTED
Iconix Brand Group, Inc.
ICON
$450K ﹤0.01%
218,562
+91,786
+72% +$173K
AFBI
2962
DELISTED
Affinity Bancshares
AFBI
$449K ﹤0.01%
39,683
+7,701
+24% +$89.7K
BEN icon
2963
Franklin Resources
BEN
$17.1B
$447K ﹤0.01%
13,500
+1,300
+11% +$41K
IXN icon
2964
iShares Global Tech ETF
IXN
$9.35B
$445K ﹤0.01%
+15,600
New +$413K
NAAS
2965
NaaS Technology Inc
NAAS
$57.3M
$445K ﹤0.01%
+6
New +$454K
BTAI icon
2966
BioXcel Therapeutics
BTAI
$32.7M
$443K ﹤0.01%
+2,800
New +$345K
FNKO icon
2967
Funko
FNKO
$331M
$443K ﹤0.01%
20,400
-411,200
-95% -$7.55M
QRHC icon
2968
Quest Resource Holding
QRHC
$30M
$443K ﹤0.01%
268,383
+1,815
+0.7% +$2.85K
WLH
2969
DELISTED
WILLIAM LYON HOMES
WLH
$442K ﹤0.01%
28,741
-263,990
-90% -$3.64M
IJJ icon
2970
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$440K ﹤0.01%
+5,600
New +$434K
MYND
2971
Mynd.ai
MYND
$18.4M
$439K ﹤0.01%
6,650
+2,050
+45% +$154K
MDLY
2972
DELISTED
Medley Management Inc
MDLY
$438K ﹤0.01%
12,760
+5,760
+82% +$219K
HOS
2973
DELISTED
Hornbeck Offshore Services, Inc.
HOS
$438K ﹤0.01%
352,954
-736,298
-68% -$1.12M
MHH icon
2974
Mastech Digital
MHH
$92.7M
$436K ﹤0.01%
70,800
-23,771
-25% -$163K
HNGR
2975
DELISTED
Hanger Inc.
HNGR
$436K ﹤0.01%
+22,900
New +$454K
117 118
119
120 121

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.