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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
+9.73%
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
$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
ITOT icon
3501
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
– –
-4,300
Closed -$371K
ITP icon
3502
IT Tech Packaging
ITP
$2.88M
– –
-54,825
Closed -$305K
ITRM
3503
DELISTED
Iterum Therapeutics
ITRM
– –
-48,860
Closed -$725K
ITT icon
3504
ITT
ITT
$19.3B
– –
-122,000
Closed -$9.4M
IUSB icon
3505
iShares Core Universal USD Bond ETF
IUSB
$43.3B
– –
-123,661
Closed -$6.75M
IUSV icon
3506
iShares Core S&P US Value ETF
IUSV
$27.9B
– –
-6,600
Closed -$410K
IUSG icon
3507
iShares Core S&P US Growth ETF
IUSG
$34B
– –
-9,800
Closed -$869K
IVW icon
3508
iShares S&P 500 Growth ETF
IVW
$78B
– –
-6,200
Closed -$396K
IWB icon
3509
iShares Russell 1000 ETF
IWB
$50.5B
– –
-1,800
Closed -$381K
IWF icon
3510
iShares Russell 1000 Growth ETF
IWF
$129B
– –
-46,400
Closed -$2.8M
IWS icon
3511
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
– –
-2,400
Closed -$233K
IXN icon
3512
iShares Global Tech ETF
IXN
$9.51B
– –
-6,600
Closed -$330K
IYW icon
3513
iShares US Technology ETF
IYW
$25.8B
– –
-5,800
Closed -$493K
JBL icon
3514
Jabil
JBL
$39.1B
– –
-339,708
Closed -$14.4M
JCI icon
3515
Johnson Controls International
JCI
$92.2B
– –
-1,095,144
Closed -$51M
JETS icon
3516
US Global Jets ETF
JETS
$833M
– –
-31,600
Closed -$707K
JFIN
3517
Jiayin Group
JFIN
$120M
– –
-96,500
Closed -$294K
KALA icon
3518
KALA BIO
KALA
$17.8M
– –
-39
Closed -$654K
KBA icon
3519
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
– –
-35,700
Closed -$1.64M
KEX icon
3520
Kirby Corp
KEX
$7.24B
– –
-82,500
Closed -$4.28M
KFRC icon
3521
Kforce
KFRC
$1.07B
– –
-8,049
Closed -$339K
KLAC icon
3522
KLA
KLAC
$275B
– –
-1,736,090
Closed -$44.9M
KMX icon
3523
CarMax
KMX
$8.5B
– –
-309,200
Closed -$29.2M
KNSA icon
3524
Kiniksa Pharmaceuticals
KNSA
$6.06B
– –
-16,700
Closed -$295K
KNTK icon
3525
Kinetik
KNTK
$4.15B
– –
-33,600
Closed -$797K
139 140
141
142 143

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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.