We are live on ! Find out more
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
AGRO icon
3276
Adecoagro
AGRO
$1.31B
– –
-30,200
Closed -$205K
AIRI icon
3277
Air Industries Group
AIRI
$12.2M
– –
-16,060
Closed -$198K
AKRO
3278
DELISTED
Akero Therapeutics
AKRO
– –
-149,900
Closed -$3.87M
ALDX icon
3279
Aldeyra Therapeutics
ALDX
$86.9M
– –
-53,800
Closed -$369K
ALL icon
3280
Allstate
ALL
$65.9B
– –
-103,500
Closed -$11.4M
AMAT icon
3281
Applied Materials
AMAT
$424B
– –
-1,221,748
Closed -$105M
AMKR icon
3282
Amkor Technology
AMKR
$14.3B
– –
-306,400
Closed -$4.62M
AMT icon
3283
American Tower
AMT
$81.2B
– –
-787,739
Closed -$177M
AN icon
3284
AutoNation
AN
$6.89B
– –
-157,000
Closed -$11M
ANY icon
3285
Sphere 3D
ANY
$18M
– –
-1,507
Closed -$151K
AOA icon
3286
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
– –
-9,600
Closed -$616K
AOM icon
3287
iShares Core Moderate Allocation ETF
AOM
$1.78B
– –
-42,700
Closed -$1.84M
AOR icon
3288
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
– –
-23,200
Closed -$1.21M
APPS icon
3289
Digital Turbine
APPS
$1.53B
– –
-544,314
Closed -$30.8M
AQST icon
3290
Aquestive Therapeutics
AQST
$533M
– –
-271,800
Closed -$1.45M
ARKW icon
3291
ARK Web x.0 ETF
ARKW
$1.82B
– –
-6,400
Closed -$937K
ASB icon
3292
Associated Banc-Corp
ASB
$6.07B
– –
-150,317
Closed -$2.56M
ASHR icon
3293
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.58B
– –
-60,400
Closed -$2.42M
ATHM icon
3294
Autohome
ATHM
$2.6B
– –
-274,700
Closed -$27.4M
ATI icon
3295
ATI
ATI
$30.9B
– –
-293,192
Closed -$4.92M
ATRC icon
3296
AtriCure
ATRC
$2.21B
– –
-20,900
Closed -$1.16M
ATRO icon
3297
Astronics
ATRO
$4.57B
– –
-201,332
Closed -$2.22M
AVAV icon
3298
AeroVironment
AVAV
$9.59B
– –
-35,936
Closed -$3.12M
AVXL icon
3299
Anavex Life Sciences
AVXL
$303M
– –
-63,100
Closed -$341K
AWK icon
3300
American Water Works
AWK
$27.1B
– –
-99,000
Closed -$15.2M
130 131
132
133 134

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.