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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
BA icon
3301
Boeing
BA
$182B
-247,900
Closed -$53.1M
BAB icon
3302
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
-25,009
Closed -$838K
BALY icon
3303
Bally's
BALY
$660M
-107,500
Closed -$5.4M
BB icon
3304
BlackBerry
BB
$5.27B
-305,200
Closed -$2.02M
BBDO icon
3305
Banco Bradesco
BBDO
$33.4B
-22,631
Closed -$86K
BC icon
3306
Brunswick
BC
$5.29B
-137,800
Closed -$10.5M
BCLI
3307
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
-1,827
Closed -$124K
BEN icon
3308
Franklin Resources
BEN
$17.2B
-138,500
Closed -$3.46M
BFH icon
3309
Bread Financial
BFH
$4.51B
-156,051
Closed -$9.23M
BBT
3310
Beacon Financial Corp
BBT
$2.71B
-92,927
Closed -$1.59M
BIL icon
3311
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
-84,300
Closed -$7.71M
BJ icon
3312
BJs Wholesale Club
BJ
$11.9B
-49,200
Closed -$1.83M
BNY
3313
Bank of New York Mellon
BNY
$110B
-1,489,577
Closed -$63.2M
BKYI
3314
BIO-key International
BKYI
$4.1M
-239
Closed -$152K
BLDR icon
3315
Builders FirstSource
BLDR
$7.91B
-413,200
Closed -$16.9M
BLK icon
3316
Blackrock
BLK
$183B
-27,000
Closed -$19.5M
BLKB icon
3317
Blackbaud
BLKB
$2.1B
-80,197
Closed -$4.62M
BLUE
3318
DELISTED
bluebird bio
BLUE
-46,606
Closed -$26.1M
BMA icon
3319
Banco Macro
BMA
$5.14B
-23,121
Closed -$360K
BNDX icon
3320
Vanguard Total International Bond ETF
BNDX
$83B
-124,682
Closed -$7.3M
BNTC icon
3321
Benitec Biopharma
BNTC
$431M
-2,980
Closed -$152K
BOKF icon
3322
BOK Financial
BOKF
$8.85B
-43,777
Closed -$3M
BOTZ icon
3323
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
-166,900
Closed -$5.53M
BPOP icon
3324
Popular Inc
BPOP
$11.3B
-122,844
Closed -$6.92M
BR icon
3325
Broadridge
BR
$19.6B
-37,900
Closed -$5.81M

Similar funds

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.