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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
GTN.A icon
3001
Gray Media Inc
GTN.A
$612M
$376K ﹤0.01%
21,600
-1,700
-7% -$30K
KMB icon
3002
Kimberly-Clark
KMB
$36.8B
$375K ﹤0.01%
2,700
-3,904
-59% -$518K
CENX icon
3003
Century Aluminum
CENX
$4.59B
$369K ﹤0.01%
20,878
-285,754
-93% -$4.07M
RHE
3004
DELISTED
Regional Health Properties, Inc.
RHE
$367K ﹤0.01%
80,100
+44,400
+124% +$236K
CRK icon
3005
Comstock Resources
CRK
$4.09B
$366K ﹤0.01%
+66,100
New +$355K
DUOT icon
3006
Duos Technologies
DUOT
$294M
$366K ﹤0.01%
33,530
+14,030
+72% +$88.8K
EVI icon
3007
EVI Industries
EVI
$206M
$364K ﹤0.01%
+12,643
New +$443K
OLOX
3008
Olenox Industries
OLOX
$4.4M
$363K ﹤0.01%
+13
New +$469K
MOR
3009
DELISTED
MorphoSys AG American Depositary Shares
MOR
$362K ﹤0.01%
+16,615
New +$444K
GDC icon
3010
GD Culture Group
GDC
$7.78M
$359K ﹤0.01%
+13
New +$414K
PGEN icon
3011
Precigen
PGEN
$2.45B
$357K ﹤0.01%
51,787
-134,500
-72% -$1.14M
CTEK
3012
DELISTED
CynergisTek, Inc.
CTEK
$355K ﹤0.01%
186,033
+41,966
+29% +$94.2K
PAYA
3013
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
$353K ﹤0.01%
32,200
+20,600
+178% +$262K
LEE icon
3014
Lee Enterprises
LEE
$182M
$352K ﹤0.01%
13,720
-10,878
-44% -$217K
DCOY
3015
Decoy Therapeutics
DCOY
$1.92M
$352K ﹤0.01%
+7
New +$401K
AKTX
3016
Akari Therapeutics
AKTX
$12.6M
$350K ﹤0.01%
166
+31
+23% +$70.3K
FTA icon
3017
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.44B
$350K ﹤0.01%
+5,500
New +$328K
BCO icon
3018
Brink's
BCO
$4.69B
$349K ﹤0.01%
4,400
-62,800
-93% -$4.74M
AT
3019
DELISTED
Atlantic Power Corporation
AT
$348K ﹤0.01%
121,316
-658,935
-84% -$1.85M
SFUN
3020
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$344K ﹤0.01%
27,523
+2,809
+11% +$36.4K
PLMR icon
3021
Palomar
PLMR
$3.36B
$342K ﹤0.01%
+5,100
New +$458K
PIXY
3022
DELISTED
ShiftPixy, Inc. Common Stock
PIXY
$341K ﹤0.01%
+4
New +$445K
AACG
3023
ATA Creativity
AACG
$48M
$338K ﹤0.01%
77,244
-21,900
-22% -$83K
IYE icon
3024
iShares US Energy ETF
IYE
$1.8B
$338K ﹤0.01%
+12,900
New +$317K
BFC icon
3025
Bank First Corp
BFC
$1.74B
$337K ﹤0.01%
+4,500
New +$318K
119 120
121
122 123

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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.