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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
SPYV icon
3026
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$334K ﹤0.01%
+8,800
New +$318K
NURO
3027
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$333K ﹤0.01%
+12,208
New +$370K
WSO.B
3028
Watsco Inc Class B
WSO.B
$13.6B
$332K ﹤0.01%
1,300
-100
-7% -$24.7K
SELF
3029
Global Self Storage
SELF
$58.6M
$330K ﹤0.01%
69,301
+35,438
+105% +$154K
TRVI icon
3030
Trevi Therapeutics
TRVI
$2.53B
$330K ﹤0.01%
121,849
+96,149
+374% +$282K
INDO icon
3031
Indonesia Energy Corp
INDO
$45.1M
$329K ﹤0.01%
+52,900
New +$373K
SLQD icon
3032
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$329K ﹤0.01%
6,345
-60,855
-91% -$3.16M
AXLA
3033
DELISTED
Axcella Health Inc. Common Stock
AXLA
$329K ﹤0.01%
2,763
+411
+17% +$58K
FUL icon
3034
H.B. Fuller
FUL
$3.24B
$327K ﹤0.01%
5,200
-81,100
-94% -$4.61M
GRTX
3035
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$327K ﹤0.01%
37,081
+16,311
+79% +$179K
FEDU
3036
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$17.1M
$326K ﹤0.01%
10,383
+2,005
+24% +$58.4K
VHC icon
3037
VirnetX Holding Corp
VHC
$65.8M
$326K ﹤0.01%
+2,930
New +$367K
IMH
3038
DELISTED
Impac Mortgage Holdings Inc.
IMH
$326K ﹤0.01%
161,949
-19,893
-11% -$58.3K
FEED
3039
ENvue Medical Inc
FEED
$3.54M
$325K ﹤0.01%
145
-88
-38% -$225K
ATHE
3040
Alterity Therapeutics
ATHE
$89M
$324K ﹤0.01%
22,469
-9,681
-30% -$163K
SDOT icon
3041
Sadot Group
SDOT
$12.2M
$324K ﹤0.01%
+71
New +$324K
AAMC
3042
DELISTED
Altisource Asset Management Corp
AAMC
$324K ﹤0.01%
+28,987
New +$370K
LIQT icon
3043
LiqTech
LIQT
$20M
$322K ﹤0.01%
+4,975
New +$374K
PLG
3044
Platinum Group Metals
PLG
$189M
$319K ﹤0.01%
83,506
+57,606
+222% +$250K
TC
3045
TuanChe
TC
$55.2M
$315K ﹤0.01%
262
+130
+98% +$152K
VONE icon
3046
Vanguard Russell 1000 ETF
VONE
$8.74B
$315K ﹤0.01%
1,700
-1,100
-39% -$199K
CFBK icon
3047
CF Bankshares
CFBK
$235M
$313K ﹤0.01%
+15,700
New +$290K
SCWX
3048
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$312K ﹤0.01%
23,340
-200
-0.8% -$2.89K
PCY icon
3049
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$311K ﹤0.01%
11,631
-204,651
-95% -$5.67M
MGC icon
3050
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$309K ﹤0.01%
2,200
+100
+5% +$13.7K
120 121
122
123 124

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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.