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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
AKAO
3276
DELISTED
Achaogen Inc
AKAO
$121K ﹤0.01%
264,900
-86,457
-25% -$90.8K
CASI
3277
DELISTED
CASI Pharmaceuticals
CASI
$120K ﹤0.01%
+4,194
New +$146K
NEGG icon
3278
Newegg Commerce
NEGG
$415M
$120K ﹤0.01%
499
-1
-0.2% -$217
REPX icon
3279
Riley Exploration Permian
REPX
$796M
$119K ﹤0.01%
9,591
+550
+6% +$6.44K
USIO icon
3280
Usio Inc
USIO
$65.7M
$119K ﹤0.01%
+45,299
New +$122K
OTIV
3281
DELISTED
OTI On Track Innovations Ltd
OTIV
$118K ﹤0.01%
185,826
+145,626
+362% +$109K
SCKT icon
3282
Socket Mobile
SCKT
$13.4M
$116K ﹤0.01%
58,019
+5,619
+11% +$11K
KZIA
3283
Kazia Therapeutics
KZIA
$146M
$115K ﹤0.01%
687
– –
SMSI icon
3284
Smith Micro Software
SMSI
$17M
$115K ﹤0.01%
+1,025
New +$83.4K
DSSI
3285
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$115K ﹤0.01%
+11,067
New +$118K
SYBX
3286
DELISTED
Synlogic
SYBX
$114K ﹤0.01%
+1,000
New +$123K
ESEA icon
3287
Euroseas
ESEA
$525M
$113K ﹤0.01%
24,864
-5,821
-19% -$26.6K
AIXC
3288
AIxCrypto Holdings Inc
AIXC
$15M
$112K ﹤0.01%
10
+7
+233% +$65.9K
UNAM
3289
DELISTED
Unico American Corp
UNAM
$112K ﹤0.01%
18,700
+1,200
+7% +$7.12K
NCSM icon
3290
NCS Multistage Holdings
NCSM
$134M
$111K ﹤0.01%
+1,075
New +$119K
KEYW
3291
DELISTED
The KEYW Holding Corporation
KEYW
$109K ﹤0.01%
+12,700
New +$92.4K
VUZI icon
3292
Vuzix
VUZI
$218M
$108K ﹤0.01%
+35,200
New +$141K
TRMT
3293
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
$105K ﹤0.01%
+11,900
New +$107K
NRT
3294
North European Oil Royalty Trust
NRT
$83.5M
$104K ﹤0.01%
15,100
-16,200
-52% -$110K
ALNA
3295
DELISTED
Allena Pharmaceuticals
ALNA
$104K ﹤0.01%
+14,800
New +$107K
CTXR icon
3296
Citius Pharmaceuticals
CTXR
$21M
$102K ﹤0.01%
2,861
-184
-6% -$5.42K
SDLP
3297
DELISTED
SEADRILL PARTNERS LLC
SDLP
$102K ﹤0.01%
11,890
-42,886
-78% -$503K
EPE
3298
DELISTED
EP Energy Corporation
EPE
$102K ﹤0.01%
+391,514
New +$259K
AXTI icon
3299
AXT Inc
AXTI
$5.13B
$100K ﹤0.01%
22,456
-209,144
-90% -$893K
AGEN
3300
Agenus
AGEN
$311M
$99K ﹤0.01%
1,702
+499
+41% +$31K
130 131
132
133 134

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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.