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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
JAGX icon
3576
Jaguar Health
JAGX
$3.85M
– –
0
– -$5K
KDP icon
3577
Keurig Dr Pepper
KDP
$39.7B
– –
-1,503,938
Closed -$38.6M
KFY icon
3578
Korn Ferry
KFY
$4.25B
– –
-182,300
Closed -$7.21M
KHC icon
3579
Kraft Heinz
KHC
$29.2B
– –
-1,325,635
Closed -$57.1M
KNSL icon
3580
Kinsale Capital Group
KNSL
$8.53B
– –
-17,700
Closed -$983K
KOP icon
3581
Koppers
KOP
$870M
– –
-183,700
Closed -$3.13M
KR icon
3582
Kroger
KR
$34.5B
– –
-41,500
Closed -$1.14M
KRP icon
3583
Kimbell Royalty Partners
KRP
$1.5B
– –
-50,300
Closed -$683K
KWR icon
3584
Quaker Houghton
KWR
$2.94B
– –
-30,400
Closed -$5.4M
LCTX icon
3585
Lineage Cell Therapeutics
LCTX
$283M
– –
-259,300
Closed -$237K
LDOS icon
3586
Leidos
LDOS
$17.7B
– –
-243,950
Closed -$12.9M
LEN icon
3587
Lennar Class A
LEN
$21.1B
– –
-1,661,305
Closed -$63M
LMAT icon
3588
LeMaitre Vascular
LMAT
$1.89B
– –
-10,193
Closed -$241K
LMNR icon
3589
Limoneira
LMNR
$254M
– –
-28,700
Closed -$561K
CYPH
3590
Cypherpunk Technologies Inc
CYPH
$72.4M
– –
-16,291
Closed -$326K
MAG
3591
DELISTED
MAG Silver
MAG
– –
-335,532
Closed -$2.46M
MCO icon
3592
Moody's
MCO
$82.5B
– –
-57,900
Closed -$8.11M
MDT icon
3593
Medtronic
MDT
$116B
– –
-40,241
Closed -$3.66M
MDY icon
3594
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
– –
-3,100
Closed -$938K
MGY icon
3595
Magnolia Oil & Gas
MGY
$6.16B
– –
-49,232
Closed -$552K
MHO icon
3596
M/I Homes
MHO
$3.85B
– –
-114,300
Closed -$2.4M
MKC icon
3597
McCormick & Company Non-Voting
MKC
$14.2B
– –
-153,200
Closed -$10.7M
MO icon
3598
Altria Group
MO
$109B
– –
-2,334,800
Closed -$115M
MPWR icon
3599
Monolithic Power Systems
MPWR
$68.9B
– –
-17,642
Closed -$2.05M
MRVL icon
3600
Marvell Technology
MRVL
$191B
– –
-253,187
Closed -$4.1M
142 143
144
145 146

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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.