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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
ETNB
3426
DELISTED
89bio
ETNB
– –
-37,230
Closed -$907K
EVOK
3427
DELISTED
Evoke Pharma
EVOK
– –
-1,301
Closed -$483K
EWJ icon
3428
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-60,300
Closed -$4.07M
EXPD icon
3429
Expeditors International
EXPD
$24.3B
– –
-114,308
Closed -$10.9M
F icon
3430
Ford
F
$55.4B
– –
-9,773,609
Closed -$85.9M
FBK icon
3431
FB Financial Corp
FBK
$3.1B
– –
-29,463
Closed -$1.02M
FBNC icon
3432
First Bancorp
FBNC
$2.74B
– –
-52,959
Closed -$1.79M
FDL icon
3433
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.98B
– –
-10,100
Closed -$299K
FDN icon
3434
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.45B
– –
-10,700
Closed -$2.27M
FDX icon
3435
FedEx
FDX
$80.3B
– –
-15,100
Closed -$3.92M
FICO icon
3436
Fair Isaac
FICO
$24B
– –
-50,850
Closed -$26M
FINV
3437
FinVolution Group
FINV
$1.07B
– –
-591,229
Closed -$1.58M
FITB
3438
Fifth Third Bancorp
FITB
$52.5B
– –
-567,339
Closed -$15.6M
FIVN icon
3439
FIVE9
FIVN
$2.53B
– –
-5,200
Closed -$907K
FIXD icon
3440
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
– –
-18,300
Closed -$1M
FLNG icon
3441
FLEX LNG
FLNG
$1.64B
– –
-61,659
Closed -$539K
FLNT
3442
Fluent
FLNT
$132M
– –
-37,983
Closed -$1.21M
FN icon
3443
Fabrinet
FN
$20.3B
– –
-51,700
Closed -$4.01M
FNB icon
3444
FNB Corp
FNB
$6.88B
– –
-201,800
Closed -$1.92M
FREL icon
3445
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
– –
-9,400
Closed -$239K
FSLR icon
3446
First Solar
FSLR
$24B
– –
-313,717
Closed -$31M
FTEC icon
3447
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
– –
-5,300
Closed -$554K
FUTU icon
3448
Futu Holdings
FUTU
$14.7B
– –
-1,261,000
Closed -$57.7M
FUTY icon
3449
Fidelity MSCI Utilities Index ETF
FUTY
$2.31B
– –
-5,800
Closed -$235K
FXI icon
3450
iShares China Large-Cap ETF
FXI
$4.16B
– –
-104,300
Closed -$4.84M
136 137
138
139 140

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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.