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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
MDU icon
3551
MDU Resources
MDU
$4.33B
– –
-109,666
Closed -$1.1M
MEI icon
3552
Methode Electronics
MEI
$598M
– –
-19,000
Closed -$727K
MGK icon
3553
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
– –
-40,000
Closed -$1.63M
MGRC icon
3554
McGrath RentCorp
MGRC
$2.91B
– –
-30,095
Closed -$2.02M
MGV icon
3555
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
– –
-3,800
Closed -$330K
MHO icon
3556
M/I Homes
MHO
$3.82B
– –
-46,990
Closed -$2.08M
MINT icon
3557
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-207,100
Closed -$21.1M
MIRM icon
3558
Mirum Pharmaceuticals
MIRM
$6.09B
– –
-42,900
Closed -$749K
MKSI icon
3559
MKS Inc
MKSI
$20.8B
– –
-64,452
Closed -$9.7M
MLKN icon
3560
MillerKnoll
MLKN
$1.6B
– –
-70,665
Closed -$2.39M
MNKD icon
3561
MannKind Corp
MNKD
$1.25B
– –
-164,300
Closed -$514K
CALY
3562
Callaway Golf Company
CALY
$2.98B
– –
-107,703
Closed -$2.59M
MOS icon
3563
The Mosaic Company
MOS
$7.16B
– –
-2,373,400
Closed -$54.6M
MPU icon
3564
Mega Matrix
MPU
$14M
– –
-200,500
Closed -$431K
MRKR icon
3565
Marker Therapeutics
MRKR
$18.2M
– –
-31,836
Closed -$462K
MTLS
3566
Materialise
MTLS
$393M
– –
-25,100
Closed -$1.36M
MTRX icon
3567
Matrix Service
MTRX
$333M
– –
-19,059
Closed -$210K
MU icon
3568
Micron Technology
MU
$1.04T
– –
-3,355,036
Closed -$252M
BINI
3569
DELISTED
Bollinger Innovations
BINI
– –
0
– -$371K
MUX icon
3570
McEwen Inc
MUX
$1.18B
– –
-93,680
Closed -$922K
MX icon
3571
Magnachip Semiconductor
MX
$141M
– –
-187,831
Closed -$2.54M
MXC icon
3572
Mexco Energy
MXC
$20.5M
– –
-11,000
Closed -$66K
MYFW icon
3573
First Western Financial
MYFW
$308M
– –
-42,900
Closed -$840K
MYGN icon
3574
Myriad Genetics
MYGN
$301M
– –
-49,491
Closed -$979K
MYO icon
3575
Myomo
MYO
$59.4M
– –
-129,843
Closed -$874K
141 142
143
144 145

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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.