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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
+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
FXY icon
3526
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
– –
-5,500
Closed -$479K
FYX icon
3527
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.41B
– –
-4,500
Closed -$244K
GATX icon
3528
GATX Corp
GATX
$6.33B
– –
-20,000
Closed -$1.42M
GBX icon
3529
The Greenbrier Companies
GBX
$1.42B
– –
-250,300
Closed -$9.9M
GEL icon
3530
Genesis Energy
GEL
$1.93B
– –
-32,799
Closed -$606K
GES
3531
DELISTED
Guess Inc
GES
– –
-47,600
Closed -$989K
GGB icon
3532
Gerdau
GGB
$9.46B
– –
-1,863,917
Closed -$5.56M
GL icon
3533
Globe Life
GL
$13.9B
– –
-122,200
Closed -$9.11M
CBIO
3534
Crescent Biopharma
CBIO
$611M
– –
-873
Closed -$826K
GOOG icon
3535
Alphabet (Google) Class C
GOOG
$4.18T
– –
-3,675,700
Closed -$190M
GOOS
3536
Canada Goose Holdings
GOOS
$847M
– –
-110,300
Closed -$4.83M
GPN icon
3537
Global Payments
GPN
$22.5B
– –
-476,745
Closed -$49.2M
GWRE icon
3538
Guidewire Software
GWRE
$14.4B
– –
-423,300
Closed -$34M
GWX icon
3539
State Street SPDR S&P International Small Cap ETF
GWX
$924M
– –
-17,205
Closed -$480K
HAIN icon
3540
Hain Celestial
HAIN
$56M
– –
-940,822
Closed -$14.9M
HASI icon
3541
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.36B
– –
-75,800
Closed -$1.44M
HES
3542
DELISTED
Hess
HES
– –
-2,037,705
Closed -$82.5M
HOLX
3543
DELISTED
Hologic
HOLX
– –
-460,218
Closed -$18.9M
HUBG icon
3544
HUB Group
HUBG
$2.39B
– –
-297,472
Closed -$5.51M
IART icon
3545
Integra LifeSciences
IART
$1.34B
– –
-148,360
Closed -$6.69M
IAU icon
3546
iShares Gold Trust
IAU
$65.3B
– –
-220,700
Closed -$5.42M
IBN icon
3547
ICICI Bank
IBN
$107B
– –
-11,900
Closed -$122K
ICFI icon
3548
ICF International
ICFI
$1.58B
– –
-35,100
Closed -$2.27M
ICUI icon
3549
ICU Medical
ICUI
$4.46B
– –
-76,300
Closed -$17.5M
IEMG icon
3550
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
– –
-20,700
Closed -$976K
140 141
142
143 144

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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.