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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
SCYX icon
3026
SCYNEXIS
SCYX
$47.9M
$386K ﹤0.01%
3,193
-185
-5% -$16.9K
HFBC
3027
DELISTED
HopFed Bancorp Inc
HFBC
$384K ﹤0.01%
19,500
+3,954
+25% +$76.7K
DFJ icon
3028
WisdomTree Japan SmallCap Dividend Fund
DFJ
$402M
$382K ﹤0.01%
+5,600
New +$379K
ORMP icon
3029
Oramed Pharmaceuticals
ORMP
$178M
$382K ﹤0.01%
105,055
+46,527
+79% +$154K
HLX icon
3030
Helix Energy Solutions
HLX
$1.49B
$379K ﹤0.01%
47,900
-952,727
-95% -$6.83M
NBSE
3031
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$379K ﹤0.01%
8,420
+3,461
+70% +$166K
YARW
3032
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$373K ﹤0.01%
13
+8
+160% +$192K
TGTX icon
3033
TG Therapeutics
TGTX
$7.58B
$371K ﹤0.01%
46,100
-829,800
-95% -$4.48M
APPS icon
3034
Digital Turbine
APPS
$1.5B
$370K ﹤0.01%
+105,800
New +$290K
USAP
3035
DELISTED
Universal Stainless & Alloy
USAP
$370K ﹤0.01%
22,300
-3,696
-14% -$63.3K
AFMD
3036
DELISTED
Affimed
AFMD
$369K ﹤0.01%
8,790
+3,883
+79% +$140K
EWY icon
3037
iShares MSCI South Korea ETF
EWY
$27.2B
$364K ﹤0.01%
5,964
-10,236
-63% -$635K
PKW icon
3038
Invesco BuyBack Achievers ETF
PKW
$1.78B
$364K ﹤0.01%
+6,100
New +$352K
URTH icon
3039
iShares MSCI World ETF
URTH
$8.35B
$364K ﹤0.01%
4,100
-1,800
-31% -$154K
CTRC
3040
DELISTED
Centric Brands Inc. Common Stock
CTRC
$364K ﹤0.01%
80,935
-12,262
-13% -$47.7K
ONEQ icon
3041
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$363K ﹤0.01%
+12,000
New +$345K
AEY
3042
DELISTED
ADDvantage Technologies Group
AEY
$363K ﹤0.01%
26,517
+1,110
+4% +$15.5K
TIPT icon
3043
Tiptree Inc
TIPT
$668M
$362K ﹤0.01%
57,200
+7,600
+15% +$45.6K
VWO icon
3044
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$361K ﹤0.01%
8,500
-80,500
-90% -$3.31M
STRM
3045
DELISTED
Streamline Health Solutions
STRM
$360K ﹤0.01%
22,863
+293
+1% +$4.91K
CKPT
3046
DELISTED
Checkpoint Therapeutics
CKPT
$356K ﹤0.01%
12,440
+940
+8% +$30K
ERII icon
3047
Energy Recovery
ERII
$397M
$356K ﹤0.01%
+40,800
New +$325K
TMQ
3048
Trilogy Metals
TMQ
$650M
$356K ﹤0.01%
144,700
-30,695
-18% -$67.3K
GENE
3049
DELISTED
Genetic Technologies Ltd.
GENE
$354K ﹤0.01%
19,890
-845
-4% -$14K
SWX icon
3050
Southwest Gas
SWX
$6.68B
$347K ﹤0.01%
4,216
-28,700
-87% -$2.29M
120 121
122
123 124

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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.