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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
TSN icon
3351
Tyson Foods
TSN
$19.9B
– –
-785,300
Closed -$31.5M
TXRH icon
3352
Texas Roadhouse
TXRH
$13.8B
– –
-66,200
Closed -$2.23M
UBSI icon
3353
United Bankshares
UBSI
$6.61B
– –
-19,400
Closed -$727K
UFPI icon
3354
UFP Industries
UFPI
$5.12B
– –
-256,209
Closed -$4.54M
UL icon
3355
Unilever
UL
$134B
– –
-90,844
Closed -$4.14M
USAC icon
3356
USA Compression Partners
USAC
$3.75B
– –
-37,800
Closed -$627K
VIAV icon
3357
Viavi Solutions
VIAV
$9.47B
– –
-671,711
Closed -$5.24M
VRNS icon
3358
Varonis Systems
VRNS
$4.84B
– –
-26,442
Closed -$289K
VTLE
3359
DELISTED
Vital Energy
VTLE
– –
-24,445
Closed -$5.06M
VTOL icon
3360
Bristow Group
VTOL
$1.37B
– –
-28,969
Closed -$1.23M
VWO icon
3361
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-17,800
Closed -$712K
VZ icon
3362
Verizon
VZ
$196B
– –
-124,400
Closed -$5.82M
WB icon
3363
Weibo
WB
$1.93B
– –
-32,000
Closed -$456K
WD icon
3364
Walker & Dunlop
WD
$1.48B
– –
-155,780
Closed -$2.73M
WEC icon
3365
WEC Energy
WEC
$34.8B
– –
-140,000
Closed -$7.38M
WGO icon
3366
Winnebago Industries
WGO
$927M
– –
-156,100
Closed -$3.4M
WLY icon
3367
John Wiley & Sons Class A
WLY
$2.52B
– –
-34,000
Closed -$2.01M
WMB icon
3368
Williams Companies
WMB
$88.4B
– –
-1,298,900
Closed -$58.4M
WOR icon
3369
Worthington Enterprises
WOR
$2.79B
– –
-411,501
Closed -$7.63M
WPM icon
3370
Wheaton Precious Metals
WPM
$61B
– –
-845,542
Closed -$17.2M
WY icon
3371
Weyerhaeuser
WY
$18B
– –
-171,600
Closed -$6.16M
XEL icon
3372
Xcel Energy
XEL
$48.5B
– –
-234,100
Closed -$8.41M
XLF icon
3373
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-172,467
Closed -$3.74M
XPRO icon
3374
Expro Ltd
XPRO
$2.05B
– –
-3,600
Closed -$359K
XXII
3375
22nd Century Group
XXII
$1.52M
– –
0
– -$20K
133 134
135
136 137

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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.