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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
STLA icon
3151
Stellantis
STLA
$20.2B
$249K ﹤0.01%
16,800
-285,925
-94% -$4.39M
AIRG icon
3152
Airgain
AIRG
$69.3M
$248K ﹤0.01%
+19,300
New +$227K
LBRDA icon
3153
Liberty Broadband Class A
LBRDA
$5.07B
$247K ﹤0.01%
+2,700
New +$229K
UONE icon
3154
Urban One Class A
UONE
$23.3M
$246K ﹤0.01%
9,910
– –
DGRW icon
3155
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$245K ﹤0.01%
+5,700
New +$235K
QLD icon
3156
ProShares Ultra QQQ
QLD
$14.1B
$243K ﹤0.01%
21,608
-52,800
-71% -$532K
HESM icon
3157
Hess Midstream
HESM
$5.14B
$242K ﹤0.01%
11,400
-93,500
-89% -$2M
CRT
3158
Cross Timbers Royalty Trust
CRT
$60.6M
$240K ﹤0.01%
20,980
-1,120
-5% -$13.4K
RSP icon
3159
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$240K ﹤0.01%
+2,300
New +$232K
CURO
3160
DELISTED
CURO Group Holdings Corp.
CURO
$240K ﹤0.01%
23,900
-187,300
-89% -$2.04M
FPI
3161
Farmland Partners
FPI
$425M
$239K ﹤0.01%
+37,300
New +$212K
NNA
3162
DELISTED
Navios Maritime Acquisition Corporation
NNA
$239K ﹤0.01%
+37,985
New +$229K
UNT
3163
DELISTED
UNIT Corporation
UNT
$239K ﹤0.01%
+16,797
New +$267K
QHC
3164
DELISTED
Quorum Health Corporation
QHC
$237K ﹤0.01%
169,379
+158,500
+1,457% +$427K
MRUS
3165
DELISTED
Merus
MRUS
$236K ﹤0.01%
+16,000
New +$205K
ATSG
3166
DELISTED
Air Transport Services Group
ATSG
$235K ﹤0.01%
+10,200
New +$235K
SVBI
3167
DELISTED
Severn Bancorp Inc/MD
SVBI
$235K ﹤0.01%
24,800
+5,400
+28% +$46.6K
SPTM icon
3168
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$232K ﹤0.01%
+6,600
New +$223K
SSY
3169
DELISTED
SunLink Health Systems
SSY
$231K ﹤0.01%
145,500
+6,300
+5% +$8.36K
FXO icon
3170
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$230K ﹤0.01%
7,600
-12,300
-62% -$368K
TARA icon
3171
Protara Therapeutics
TARA
$219M
$229K ﹤0.01%
11,394
+3,429
+43% +$391K
DOVA
3172
DELISTED
Dova Pharmaceuticals, Inc. Common Stock
DOVA
$229K ﹤0.01%
+25,800
New +$209K
ENG
3173
DELISTED
ENGlobal Corp
ENG
$228K ﹤0.01%
55,883
+413
+0.7% +$2.53K
AVID
3174
DELISTED
Avid Technology Inc
AVID
$228K ﹤0.01%
30,648
+7,348
+32% +$38.1K
ENT
3175
DELISTED
Global Eagle Entertainment Inc.
ENT
$228K ﹤0.01%
12,840
+5,308
+70% +$302K
125 126
127
128 129

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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.