We are live on ! Find out more
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
+15.23%
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
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BL icon
3451
BlackLine
BL
$1.64B
– –
-114,501
Closed -$4.69M
BLD
3452
DELISTED
TopBuild
BLD
– –
-103,094
Closed -$4.64M
BLRX
3453
BioLineRX
BLRX
$11.7M
– –
-102
Closed -$27K
BMA icon
3454
Banco Macro
BMA
$5.11B
– –
-4,600
Closed -$203K
BRFS
3455
DELISTED
BRF SA
BRFS
– –
-680,000
Closed -$3.86M
BRZU icon
3456
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$90.4M
– –
-280
Closed -$245K
BWX icon
3457
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
– –
-56,900
Closed -$1.57M
BXC icon
3458
BlueLinx
BXC
$701M
– –
-49,700
Closed -$1.23M
BYD icon
3459
Boyd Gaming
BYD
$6.01B
– –
-479,100
Closed -$9.96M
CAAP icon
3460
Corporacion America
CAAP
$6.45B
– –
-15,900
Closed -$105K
CACI icon
3461
CACI
CACI
$14.9B
– –
-104,818
Closed -$15.1M
CBRE icon
3462
CBRE Group
CBRE
$42.6B
– –
-6,100
Closed -$244K
CCS icon
3463
Century Communities
CCS
$2B
– –
-196,754
Closed -$3.4M
CF icon
3464
CF Industries
CF
$17.8B
– –
-536,650
Closed -$23.4M
CHRD icon
3465
Chord Energy
CHRD
$7.58B
– –
-2,473,997
Closed -$13.7M
CLF icon
3466
Cleveland-Cliffs
CLF
$6.91B
– –
-1,336,697
Closed -$10.3M
CLMT icon
3467
Calumet Specialty Products
CLMT
$4.16B
– –
-241,300
Closed -$533K
CMC icon
3468
Commercial Metals
CMC
$7.93B
– –
-171,500
Closed -$2.75M
CNMD icon
3469
CONMED
CNMD
$1.49B
– –
-82,681
Closed -$5.31M
CODI icon
3470
Compass Diversified
CODI
$922M
– –
-93,223
Closed -$1.16M
COTY icon
3471
Coty
COTY
$2.44B
– –
-441,906
Closed -$2.9M
CPRT icon
3472
Copart
CPRT
$26.8B
– –
-94,400
Closed -$1.13M
CPS icon
3473
Cooper-Standard Automotive
CPS
$492M
– –
-10,100
Closed -$627K
CPRI icon
3474
Capri Holdings
CPRI
$1.76B
– –
-1,633,700
Closed -$62M
CRS icon
3475
Carpenter Technology
CRS
$26.6B
– –
-145,900
Closed -$5.2M
137 138
139
140 141

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.