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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
HUBG icon
3476
HUB Group
HUBG
$2.55B
– –
-81,872
Closed -$2.33M
AGIG
3477
Abundia Global Impact Group
AGIG
$38.5M
– –
-6,518
Closed -$114K
IBB icon
3478
iShares Biotechnology ETF
IBB
$9.77B
– –
-10,795
Closed -$1.64M
IBP icon
3479
Installed Building Products
IBP
$6.54B
– –
-12,429
Closed -$1.27M
IBUY icon
3480
Amplify Online Retail ETF
IBUY
$125M
– –
-16,100
Closed -$1.84M
IEF icon
3481
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
– –
-91,500
Closed -$11M
IEI icon
3482
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-149,900
Closed -$19.9M
IEMG icon
3483
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
– –
-10,500
Closed -$651K
IEX icon
3484
IDEX
IEX
$17.6B
– –
-10,525
Closed -$2.1M
IGF icon
3485
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-6,800
Closed -$297K
IGIB icon
3486
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-14,801
Closed -$915K
IGSB icon
3487
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
– –
-54,825
Closed -$3.02M
IIPR icon
3488
Innovative Industrial Properties
IIPR
$1.67B
– –
-73,473
Closed -$13.5M
IMTE icon
3489
Integrated Media Technology
IMTE
$1.84M
– –
-2,065
Closed -$81K
IMUX icon
3490
Immunic
IMUX
$226M
– –
-1,340
Closed -$205K
IMVT icon
3491
Immunovant
IMVT
$8.64B
– –
-5,600
Closed -$259K
INDP icon
3492
Indaptus Therapeutics
INDP
$141M
– –
-332
Closed -$128K
INFY icon
3493
Infosys
INFY
$50.3B
– –
-463,600
Closed -$7.86M
INSP icon
3494
Inspire Medical Systems
INSP
$1.68B
– –
-109,700
Closed -$20.6M
IPG
3495
DELISTED
Interpublic Group of Companies
IPG
– –
-314,600
Closed -$7.4M
IPO icon
3496
Renaissance IPO ETF
IPO
$166M
– –
-15,500
Closed -$1M
IPWR icon
3497
Ideal Power
IPWR
$70M
– –
-35,900
Closed -$293K
IRDM icon
3498
Iridium Communications
IRDM
$5.27B
– –
-48,789
Closed -$1.92M
IRS
3499
IRSA Inversiones y Representaciones
IRS
$1.25B
– –
-33,014
Closed -$156K
ITGR icon
3500
Integer Holdings
ITGR
$4.25B
– –
-6,700
Closed -$544K
138 139
140
141 142

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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.