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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
DPLO
3051
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
$343K ﹤0.01%
+59,000
New +$609K
VGT icon
3052
Vanguard Information Technology ETF
VGT
$149B
$341K ﹤0.01%
+13,600
New +$316K
XONE
3053
DELISTED
The ExOne Company
XONE
$340K ﹤0.01%
+40,034
New +$370K
ESTE
3054
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$338K ﹤0.01%
47,700
-25,500
-35% -$164K
ORKA
3055
Oruka Therapeutics
ORKA
$7.11B
$337K ﹤0.01%
4,174
+384
+10% +$34.1K
PMTS icon
3056
CPI Card Group
PMTS
$341M
$336K ﹤0.01%
98,338
+26,200
+36% +$86.3K
BOSC icon
3057
Better Online Solutions
BOSC
$31.8M
$335K ﹤0.01%
115,284
+55,955
+94% +$157K
BIO.B icon
3058
Bio-Rad Laboratories Class B
BIO.B
$333K ﹤0.01%
1,100
– –
ESBK
3059
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$333K ﹤0.01%
19,885
-4,080
-17% -$74K
IWS icon
3060
iShares Russell Mid-Cap Value ETF
IWS
$16B
$332K ﹤0.01%
3,818
-15,400
-80% -$1.3M
ABAC
3061
DELISTED
Renmin Tianli Group, Inc. Common Shares
ABAC
$331K ﹤0.01%
162,117
+12,300
+8% +$16.2K
MICR
3062
DELISTED
Micron Solutions, Inc.
MICR
$330K ﹤0.01%
117,400
+600
+0.5% +$1.67K
GOLF icon
3063
Acushnet Holdings
GOLF
$5.2B
$329K ﹤0.01%
+14,200
New +$332K
CIZN
3064
DELISTED
Citizens Holding Co.
CIZN
$326K ﹤0.01%
14,900
+900
+6% +$19.1K
LOMA
3065
Loma Negra
LOMA
$1.13B
$325K ﹤0.01%
+29,700
New +$354K
IJR icon
3066
iShares Core S&P Small-Cap ETF
IJR
$112B
$324K ﹤0.01%
+4,200
New +$323K
DJCO icon
3067
Daily Journal
DJCO
$767M
$321K ﹤0.01%
1,500
– –
AGCO icon
3068
AGCO
AGCO
$7.11B
$320K ﹤0.01%
4,600
-146,600
-97% -$9.49M
WKC icon
3069
World Kinect Corp
WKC
$1.89B
$320K ﹤0.01%
11,073
-161,927
-94% -$4.25M
WVE icon
3070
Wave Life Sciences
WVE
$1.03B
$320K ﹤0.01%
+8,246
New +$335K
ALT icon
3071
Altimmune
ALT
$570M
$317K ﹤0.01%
109,306
-85,200
-44% -$254K
IRD
3072
Opus Genetics
IRD
$313M
$316K ﹤0.01%
12,904
+10,714
+489% +$355K
CTEK
3073
DELISTED
CynergisTek, Inc.
CTEK
$316K ﹤0.01%
63,542
+50,800
+399% +$238K
FDT icon
3074
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.33B
$315K ﹤0.01%
+5,800
New +$309K
ELSE
3075
DELISTED
Electro-Sensors
ELSE
$314K ﹤0.01%
91,600
+2,400
+3% +$8.29K
121 122
123
124 125

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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.