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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
IEV icon
3551
iShares Europe ETF
IEV
$1.7B
– –
-46,500
Closed -$1.82M
IEZ icon
3552
iShares US Oil Equipment & Services ETF
IEZ
$386M
– –
-12,700
Closed -$259K
IFGL icon
3553
iShares International Developed Real Estate ETF
IFGL
$82.2M
– –
-11,500
Closed -$311K
IHF icon
3554
iShares US Healthcare Providers ETF
IHF
$1.26B
– –
-8,500
Closed -$281K
IIPR icon
3555
Innovative Industrial Properties
IIPR
$1.69B
– –
-19,336
Closed -$878K
ILF icon
3556
iShares Latin America 40 ETF
ILF
$3.72B
– –
-12,500
Closed -$385K
IOSP icon
3557
Innospec
IOSP
$2.3B
– –
-31,100
Closed -$1.92M
IPGP icon
3558
IPG Photonics
IPGP
$3.68B
– –
-283,764
Closed -$32.1M
IPI icon
3559
Intrepid Potash
IPI
$496M
– –
-19,580
Closed -$509K
IQ icon
3560
iQIYI
IQ
$1.28B
– –
-1,081,700
Closed -$16.1M
IR icon
3561
Ingersoll Rand
IR
$32.8B
– –
-13,000
Closed -$266K
ISRG icon
3562
Intuitive Surgical
ISRG
$142B
– –
-691,500
Closed -$110M
ITM icon
3563
VanEck Intermediate Muni ETF
ITM
$2.14B
– –
-50,450
Closed -$2.4M
ITOT icon
3564
iShares Core S&P Total US Stock Market ETF
ITOT
$97.7B
– –
-6,800
Closed -$386K
ITT icon
3565
ITT
ITT
$19.3B
– –
-32,100
Closed -$1.55M
IUSG icon
3566
iShares Core S&P US Growth ETF
IUSG
$33.7B
– –
-6,000
Closed -$316K
IVV icon
3567
iShares Core S&P 500 ETF
IVV
$903B
– –
-7,800
Closed -$1.96M
IVW icon
3568
iShares S&P 500 Growth ETF
IVW
$77.3B
– –
-11,200
Closed -$422K
IWB icon
3569
iShares Russell 1000 ETF
IWB
$50.1B
– –
-9,300
Closed -$1.29M
IWC icon
3570
iShares Micro-Cap ETF
IWC
$1.5B
– –
-7,200
Closed -$594K
IWD icon
3571
iShares Russell 1000 Value ETF
IWD
$83.9B
– –
-13,100
Closed -$1.46M
IWF icon
3572
iShares Russell 1000 Growth ETF
IWF
$128B
– –
-37,200
Closed -$1.22M
IYF icon
3573
iShares US Financials ETF
IYF
$4.41B
– –
-8,200
Closed -$436K
IYG icon
3574
iShares US Financial Services ETF
IYG
$2.22B
– –
-6,600
Closed -$247K
IYW icon
3575
iShares US Technology ETF
IYW
$25.4B
– –
-8,000
Closed -$320K
141 142
143
144 145

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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.