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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
SMCI icon
3326
Super Micro Computer
SMCI
$20.4B
– –
-799,000
Closed -$2.79M
SMG icon
3327
ScottsMiracle-Gro
SMG
$3.61B
– –
-141,500
Closed -$8.82M
SMH icon
3328
VanEck Semiconductor ETF
SMH
$70.6B
– –
-7,800
Closed -$213K
SNCR
3329
DELISTED
Synchronoss Technologies
SNCR
– –
-7,778
Closed -$2.93M
SR icon
3330
Spire
SR
$4.87B
– –
-210,000
Closed -$11.2M
STLA icon
3331
Stellantis
STLA
$20.5B
– –
-1,535,511
Closed -$11.6M
STX icon
3332
Seagate
STX
$186B
– –
-660,593
Closed -$43.9M
STWD icon
3333
Starwood Property Trust
STWD
$6.17B
– –
-38,284
Closed -$890K
SUPN icon
3334
Supernus Pharmaceuticals
SUPN
$2.73B
– –
-157,049
Closed -$1.3M
SXT icon
3335
Sensient Technologies
SXT
$5.61B
– –
-82,400
Closed -$4.97M
T icon
3336
AT&T
T
$168B
– –
-622,015
Closed -$15.8M
TBPH icon
3337
Theravance Biopharma
TBPH
$878M
– –
-14,086
Closed -$210K
TEX icon
3338
Terex
TEX
$7.74B
– –
-302,200
Closed -$8.43M
THC icon
3339
Tenet Healthcare
THC
$20.9B
– –
-339,175
Closed -$17.2M
THM
3340
International Tower Hill Mines
THM
$740M
– –
-191,300
Closed -$86K
THO icon
3341
Thor Industries
THO
$4.23B
– –
-214,600
Closed -$12M
TISI icon
3342
Team
TISI
$104M
– –
-6,030
Closed -$2.44M
TMUS icon
3343
T-Mobile US
TMUS
$192B
– –
-257,250
Closed -$6.93M
TNK icon
3344
Teekay Tankers
TNK
$2.69B
– –
-49,257
Closed -$1.99M
TOL icon
3345
Toll Brothers
TOL
$14.3B
– –
-446,000
Closed -$15.3M
TOPS icon
3346
TOP Ships
TOPS
$4.27M
– –
0
– -$23K
TPST icon
3347
Tempest Therapeutics
TPST
$18.9M
– –
-16
Closed -$2.09M
TRN icon
3348
Trinity Industries
TRN
$2.29B
– –
-182,654
Closed -$3.68M
TRNS icon
3349
Transcat
TRNS
$893M
– –
-11,000
Closed -$112K
TSCO icon
3350
Tractor Supply
TSCO
$18.4B
– –
-2,036,000
Closed -$32.1M
132 133
134
135 136

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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.