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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
NAK
3576
Northern Dynasty Minerals
NAK
$953M
-2,036,595
Closed -$656K
SDEV
3577
Stablecoin Development Corp
SDEV
$52M
-65
Closed -$279K
NDRA icon
3578
ENDRA Life Sciences
NDRA
$5.61M
-2
Closed -$65K
NEGG icon
3579
Newegg Commerce
NEGG
$394M
-2,227
Closed -$185K
NGVT icon
3580
Ingevity
NGVT
$2.64B
-68,900
Closed -$5.22M
NHI icon
3581
National Health Investors
NHI
$3.49B
-66,590
Closed -$4.61M
NIO icon
3582
NIO
NIO
$11.5B
-3,692,000
Closed -$180M
NNVC icon
3583
NanoViricides
NNVC
$35.2M
-75,613
Closed -$217K
NRG icon
3584
NRG Energy
NRG
$25.6B
-1,228,694
Closed -$46.1M
NTRS icon
3585
Northern Trust
NTRS
$34.9B
-50,298
Closed -$4.68M
NUE icon
3586
Nucor
NUE
$61.6B
-22,800
Closed -$1.21M
NWE icon
3587
NorthWestern Energy
NWE
$4.37B
-52,726
Closed -$3.07M
NWPX icon
3588
NWPX Infrastructure Inc
NWPX
$1.1B
-12,900
Closed -$365K
NXE icon
3589
NexGen Energy
NXE
$7.17B
-50,900
Closed -$140K
NXPI icon
3590
NXP Semiconductors
NXPI
$59.4B
-92,886
Closed -$14.8M
ODFL icon
3591
Old Dominion Freight Line
ODFL
$44.1B
-354,482
Closed -$34.6M
OIH icon
3592
VanEck Oil Services ETF
OIH
$1.97B
-5,880
Closed -$906K
OKE icon
3593
Oneok
OKE
$57.8B
-111,514
Closed -$4.28M
ONCY
3594
Oncolytics Biotech
ONCY
$94.8M
-174,220
Closed -$415K
OPK icon
3595
Opko Health
OPK
$1.04B
-594,343
Closed -$2.35M
ORMP icon
3596
Oramed Pharmaceuticals
ORMP
$180M
-372,415
Closed -$1.58M
OSK icon
3597
Oshkosh
OSK
$9.54B
-148,200
Closed -$12.8M
OSPN icon
3598
OneSpan
OSPN
$598M
-24,108
Closed -$499K
OSS icon
3599
One Stop Systems
OSS
$335M
-36,000
Closed -$144K
OVID icon
3600
Ovid Therapeutics
OVID
$489M
-710,507
Closed -$1.64M

Similar funds

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.