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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
+4.73%
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
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DX
3201
Dynex Capital
DX
$3.23B
– –
-10,949
Closed -$271K
DXF
3202
Eason Technology Ltd
DXF
$1.79M
– –
-14
Closed -$113K
E icon
3203
ENI
E
$79.6B
– –
-22,112
Closed -$772K
EDU icon
3204
New Oriental
EDU
$8.47B
– –
-494,400
Closed -$10.1M
EFX icon
3205
Equifax
EFX
$21.2B
– –
-33,200
Closed -$2.69M
EGO icon
3206
Eldorado Gold
EGO
$10.5B
– –
-35,660
Closed -$1.09M
ELV icon
3207
Elevance Health
ELV
$85.7B
– –
-90,773
Closed -$11.4M
ENS icon
3208
EnerSys
ENS
$6.83B
– –
-54,400
Closed -$3.36M
EPAC icon
3209
Enerpac Tool Group
EPAC
$1.89B
– –
-308,100
Closed -$8.39M
EQIX icon
3210
Equinix
EQIX
$105B
– –
-6,458
Closed -$1.46M
EWT icon
3211
iShares MSCI Taiwan ETF
EWT
$11.4B
– –
-6,900
Closed -$209K
EXEL icon
3212
Exelixis
EXEL
$12.7B
– –
-178,033
Closed -$256K
EXP icon
3213
Eagle Materials
EXP
$6.42B
– –
-161,800
Closed -$12.3M
FANG icon
3214
Diamondback Energy
FANG
$56B
– –
-70,500
Closed -$4.21M
FBIN icon
3215
Fortune Brands Innovations
FBIN
$5.77B
– –
-128,115
Closed -$4.96M
FCNCA icon
3216
First Citizens BancShares
FCNCA
$25.6B
– –
-9,700
Closed -$2.45M
FELE icon
3217
Franklin Electric
FELE
$4.74B
– –
-51,200
Closed -$1.92M
FHN icon
3218
First Horizon
FHN
$12.2B
– –
-382,581
Closed -$5.2M
FISV
3219
Fiserv Inc
FISV
$27.1B
– –
-45,208
Closed -$1.6M
FICO icon
3220
Fair Isaac
FICO
$22.2B
– –
-70,550
Closed -$5.1M
FITB
3221
Fifth Third Bancorp
FITB
$52.4B
– –
-101,326
Closed -$2.06M
FOLD
3222
DELISTED
Amicus Therapeutics
FOLD
– –
-508,700
Closed -$4.23M
FSLR icon
3223
First Solar
FSLR
$24.4B
– –
-71,900
Closed -$3.21M
FTNT icon
3224
Fortinet
FTNT
$120B
– –
-1,646,000
Closed -$10.1M
GDX icon
3225
VanEck Gold Miners ETF
GDX
$27.8B
– –
-190,100
Closed -$3.49M
127 128
129
130 131

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.