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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
DJP icon
3126
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$825M
$270K ﹤0.01%
+11,900
New +$267K
IYE icon
3127
iShares US Energy ETF
IYE
$1.8B
$270K ﹤0.01%
7,500
-23,500
-76% -$822K
NNVC icon
3128
NanoViricides
NNVC
$34.9M
$270K ﹤0.01%
50,014
+4,356
+10% +$28.4K
SBBP
3129
DELISTED
Strongbridge Biopharma plc.
SBBP
$269K ﹤0.01%
+54,000
New +$266K
GLMD icon
3130
Galmed Pharmaceuticals
GLMD
$4.63M
$268K ﹤0.01%
182
-5
-3% -$7.27K
YIN
3131
DELISTED
Yintech Investment Holdings Limited American Depositary Shares
YIN
$267K ﹤0.01%
42,460
+22,600
+114% +$151K
TKC icon
3132
Turkcell
TKC
$4.74B
$266K ﹤0.01%
+49,719
New +$317K
APEN
3133
DELISTED
Apollo Endosurgery, Inc.
APEN
$266K ﹤0.01%
71,100
-3,100
-4% -$10.8K
AXIA.PR
3134
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$265K ﹤0.01%
+34,602
New +$269K
BRSL
3135
Brightstar Lottery PLC
BRSL
$2.08B
$264K ﹤0.01%
+20,300
New +$313K
SBFG icon
3136
SB Financial Group
SBFG
$174M
$263K ﹤0.01%
15,330
-9,030
-37% -$157K
LBC
3137
DELISTED
Luther Burbank Corporation Common Stock
LBC
$263K ﹤0.01%
+26,000
New +$260K
IXUS icon
3138
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
$261K ﹤0.01%
4,500
-1,700
-27% -$96.1K
KG
3139
Kestrel Group
KG
$66.3M
$261K ﹤0.01%
17,580
-526
-3% -$12.2K
MSB
3140
Mesabi Trust
MSB
$306M
$261K ﹤0.01%
+8,900
New +$255K
SUMR
3141
DELISTED
Summer Infant, Inc.
SUMR
$261K ﹤0.01%
40,290
-12,054
-23% -$102K
VCR icon
3142
Vanguard Consumer Discretionary ETF
VCR
$6.08B
$259K ﹤0.01%
+1,500
New +$248K
CPHI icon
3143
China Pharma Holdings
CPHI
$46.6M
$258K ﹤0.01%
1,558
+557
+56% +$82K
DXLG icon
3144
Destination XL Group
DXLG
$33M
$257K ﹤0.01%
105,010
+40,010
+62% +$100K
TAYD icon
3145
Taylor Devices
TAYD
$172M
$257K ﹤0.01%
21,100
+1,100
+6% +$13.9K
SNOA icon
3146
Sonoma Pharmaceuticals
SNOA
$6.56M
$254K ﹤0.01%
1,501
+455
+43% +$68.8K
GNCA
3147
DELISTED
Genocea Biosciences, Inc.
GNCA
$251K ﹤0.01%
53,282
+26,712
+101% +$132K
DARE icon
3148
Dare Bioscience
DARE
$21.6M
$250K ﹤0.01%
14,862
+3,733
+34% +$43.4K
TNXP icon
3149
Tonix Pharmaceuticals
TNXP
$205M
– –
0
– –
LPG icon
3150
Dorian LPG
LPG
$1.91B
$249K ﹤0.01%
38,737
+4,715
+14% +$27.6K
124 125
126
127 128

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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.