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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
DXF
3401
Eason Technology Ltd
DXF
$1.72M
– –
-64
Closed -$106K
DXPE icon
3402
DXP Enterprises
DXPE
$3B
– –
-56,200
Closed -$1.25M
AXIA
3403
DELISTED
AXIA Energia
AXIA
– –
-26,393
Closed -$146K
EBS icon
3404
Emergent Biosolutions
EBS
$230M
– –
-62,100
Closed -$5.56M
AXIA.PR
3405
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
– –
-50,261
Closed -$282K
EDSA icon
3406
Edesa Biotech
EDSA
$52.3M
– –
-10,586
Closed -$315K
EDZ icon
3407
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$18.5M
– –
-5,010
Closed -$525K
EEM icon
3408
iShares MSCI Emerging Markets ETF
EEM
$30.5B
– –
-106,100
Closed -$5.48M
EGBN icon
3409
Eagle Bancorp
EGBN
$877M
– –
-8,300
Closed -$343K
ELV icon
3410
Elevance Health
ELV
$86.4B
– –
-237,273
Closed -$76.2M
EMLP icon
3411
First Trust North American Energy Infrastructure Fund
EMLP
$4.16B
– –
-32,700
Closed -$686K
EMQQ icon
3412
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
– –
-7,600
Closed -$483K
EMR icon
3413
Emerson Electric
EMR
$91.6B
– –
-587,200
Closed -$47.2M
EMX
3414
DELISTED
EMX Royalty
EMX
– –
-36,206
Closed -$121K
ENPH icon
3415
Enphase Energy
ENPH
$5.39B
– –
-86,407
Closed -$15.2M
EOLS icon
3416
Evolus
EOLS
$530M
– –
-253,648
Closed -$852K
EOG icon
3417
EOG Resources
EOG
$74.2B
– –
-731,200
Closed -$36.5M
EPR icon
3418
EPR Properties
EPR
$4.73B
– –
-118,100
Closed -$3.84M
EQ icon
3419
Equillium
EQ
$127M
– –
-41,509
Closed -$222K
EQH icon
3420
Equitable Holdings
EQH
$14.4B
– –
-271,100
Closed -$6.94M
EQNR icon
3421
Equinor
EQNR
$96.3B
– –
-2,210,153
Closed -$36.3M
EQR icon
3422
Equity Residential
EQR
$24.7B
– –
-69,200
Closed -$4.1M
ES icon
3423
Eversource Energy
ES
$27.2B
– –
-179,080
Closed -$15.5M
ESGR
3424
DELISTED
Enstar Group
ESGR
– –
-2,100
Closed -$430K
ESNT icon
3425
Essent Group
ESNT
$6.23B
– –
-95,190
Closed -$4.11M
135 136
137
138 139

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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.