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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
MPX
3001
DELISTED
Marine Products Corp
MPX
$109K ﹤0.01%
12,700
-3,540
-22% -$28.3K
BDR
3002
DELISTED
Blonder Tongue Laboratories Inc
BDR
$109K ﹤0.01%
113,200
+47,300
+72% +$87.1K
RDGT
3003
Ridgetech Inc
RDGT
$3.56M
$108K ﹤0.01%
+1
New +$98.2K
ESCR
3004
DELISTED
ESCALERA RESOURCES CO
ESCR
$106K ﹤0.01%
301,900
+39,800
+15% +$21.4K
DARA
3005
DELISTED
DARA BIOSCIENCES INC COM STK (DE)
DARA
$106K ﹤0.01%
144,900
-56,040
-28% -$47.1K
RLGT icon
3006
Radiant Logistics
RLGT
$400M
$105K ﹤0.01%
20,300
-51,900
-72% -$246K
SNFCA icon
3007
Security National Financial
SNFCA
$242M
$105K ﹤0.01%
34,573
+10,606
+44% +$35.3K
RXDX
3008
DELISTED
Ignyta, Inc.
RXDX
$105K ﹤0.01%
+10,600
New +$79.3K
FXEN
3009
DELISTED
FX ENERGY INC
FXEN
$104K ﹤0.01%
+83,500
New +$133K
ACUR
3010
DELISTED
Acura Pharmaceuticals
ACUR
$102K ﹤0.01%
25,780
+7,480
+41% +$23.9K
GNVC
3011
DELISTED
GenVec, Inc.
GNVC
$102K ﹤0.01%
3,460
+1,539
+80% +$50.6K
PRSN
3012
DELISTED
PERSEON CORP COM STK NEW (DE)
PRSN
$101K ﹤0.01%
+24,730
New +$108K
GSOL
3013
DELISTED
Global Sources Ltd
GSOL
$99K ﹤0.01%
16,831
-88,690
-84% -$513K
GPUS
3014
Hyperscale Data Inc
GPUS
$52.5M
– –
0
– –
TIPT icon
3015
Tiptree Inc
TIPT
$668M
$97K ﹤0.01%
14,600
+2,300
+19% +$16.4K
BNSO
3016
DELISTED
Bonso Electronic International
BNSO
$96K ﹤0.01%
71,800
– –
WVVI icon
3017
Willamette Valley Vineyards
WVVI
$11.5M
$94K ﹤0.01%
15,800
+2,800
+22% +$16.5K
MLP icon
3018
Maui Land & Pineapple Co
MLP
$317M
$93K ﹤0.01%
15,800
-1,200
-7% -$7.48K
XUE
3019
DELISTED
XUEDA EDUCATION GROUP ADS REPTG 2 ORD SHS
XUE
$93K ﹤0.01%
34,400
-350,022
-91% -$886K
CPRX
3020
DELISTED
Catalyst Pharmaceutical
CPRX
$92K ﹤0.01%
+21,227
New +$76.5K
BSI
3021
DELISTED
Alon Blue Square Israel Ltd
BSI
$92K ﹤0.01%
3,320
+300
+10% +$8.01K
XBKS
3022
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
$91K ﹤0.01%
4,790
+440
+10% +$7.39K
AMRC icon
3023
Ameresco
AMRC
$1.47B
$90K ﹤0.01%
+12,200
New +$80.5K
IKGH
3024
DELISTED
Iao Kun Group Holding Company Limited
IKGH
$89K ﹤0.01%
53,720
-25,286
-32% -$34.5K
PTN
3025
Palatin Technologies
PTN
$16.8M
$87K ﹤0.01%
+68
New +$74K
119 120
121
122 123

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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.