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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
CTO
3151
CTO Realty Growth
CTO
$823M
$201K ﹤0.01%
11,601
-37,863
-77% -$613K
CONN
3152
DELISTED
Conn's Inc.
CONN
$201K ﹤0.01%
+10,312
New +$152K
SDIV icon
3153
Global X SuperDividend ETF
SDIV
$1.21B
$200K ﹤0.01%
4,800
-19,200
-80% -$776K
UAMY icon
3154
United States Antimony
UAMY
$799M
$198K ﹤0.01%
163,386
+69,260
+74% +$77.3K
JNCE
3155
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$198K ﹤0.01%
19,310
-111,204
-85% -$1.22M
DCTH icon
3156
Delcath Systems
DCTH
$602M
$197K ﹤0.01%
15,900
-85,376
-84% -$1.57M
LND
3157
BrasilAgro
LND
$357M
$195K ﹤0.01%
+47,400
New +$216K
SVBI
3158
DELISTED
Severn Bancorp Inc/MD
SVBI
$194K ﹤0.01%
16,000
-5,305
-25% -$48.8K
EDN
3159
Edenor
EDN
$1.04B
$192K ﹤0.01%
53,700
-7,300
-12% -$26.5K
BFRA
3160
DELISTED
Biofrontera AG American Depositary Shares
BFRA
$191K ﹤0.01%
+35,700
New +$253K
PHCF
3161
DELISTED
Puhui Wealth Investment Management Co., Ltd.
PHCF
$189K ﹤0.01%
+6,217
New +$148K
NBRV
3162
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$189K ﹤0.01%
4,544
-9,150
-67% -$568K
BSBK icon
3163
Bogota Financial
BSBK
$113M
$188K ﹤0.01%
+18,300
New +$174K
SDPI
3164
DELISTED
Superior Drilling Products Inc.
SDPI
$188K ﹤0.01%
212,424
-279,600
-57% -$265K
HIND
3165
Vyome Holdings
HIND
$15.2M
– –
0
– –
CBUS icon
3166
Cibus
CBUS
$145M
$184K ﹤0.01%
612
-1,382
-69% -$570K
YJ
3167
Yunji
YJ
$9.56M
$181K ﹤0.01%
2,108
-3,570
-63% -$361K
ENSV
3168
DELISTED
Enservco Corp.
ENSV
$180K ﹤0.01%
+103,824
New +$224K
XELB icon
3169
Xcel Brands
XELB
$6.42M
$179K ﹤0.01%
9,015
-11,204
-55% -$194K
STEX
3170
Streamex Corp
STEX
$90.3M
$177K ﹤0.01%
+4,100
New +$191K
YANG icon
3171
Direxion Daily FTSE China Bear 3X ETF
YANG
$99.3M
$177K ﹤0.01%
645
-2,225
-78% -$553K
TRMD icon
3172
TORM
TRMD
$3.01B
$173K ﹤0.01%
18,946
+6,646
+54% +$54.7K
UBCP icon
3173
United Bancorp
UBCP
$89.4M
$172K ﹤0.01%
+12,000
New +$166K
KRKR
3174
36Kr Holdings
KRKR
$6.18M
$171K ﹤0.01%
+2,555
New +$206K
SMHI icon
3175
SEACOR Marine Holdings
SMHI
$262M
$167K ﹤0.01%
31,400
+15,500
+97% +$63K
125 126
127
128 129

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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.