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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
PAG icon
3601
Penske Automotive Group
PAG
$14.2B
– –
-9,900
Closed -$588K
PALI icon
3602
Palisade Bio
PALI
$356M
– –
-37
Closed -$147K
PBW icon
3603
Invesco WilderHill Clean Energy ETF
PBW
$462M
– –
-15,900
Closed -$1.64M
PDS
3604
Precision Drilling
PDS
$1.07B
– –
-197,273
Closed -$3.24M
PEB icon
3605
Pebblebrook Hotel Trust
PEB
$2.01B
– –
-18,600
Closed -$350K
PEG icon
3606
Public Service Enterprise Group
PEG
$37.8B
– –
-32,619
Closed -$1.9M
PENN icon
3607
PENN Entertainment
PENN
$2.56B
– –
-6,800
Closed -$587K
PGR icon
3608
Progressive
PGR
$123B
– –
-166,895
Closed -$16.5M
PH icon
3609
Parker-Hannifin
PH
$134B
– –
-98,450
Closed -$26.8M
PNR icon
3610
Pentair
PNR
$10.6B
– –
-91,764
Closed -$4.87M
PODD icon
3611
Insulet
PODD
$9.89B
– –
-217,500
Closed -$55.6M
POLA icon
3612
Polar Power
POLA
$6.74M
– –
-2,180
Closed -$73K
PPBI
3613
DELISTED
Pacific Premier Bancorp
PPBI
– –
-11,498
Closed -$360K
PRI icon
3614
Primerica
PRI
$9.61B
– –
-33,200
Closed -$4.45M
PRO
3615
DELISTED
PROS Holdings
PRO
– –
-39,011
Closed -$1.98M
PRPL icon
3616
Purple Innovation
PRPL
$31.6M
– –
-15,480
Closed -$12.7M
PRQR icon
3617
ProQR Therapeutics
PRQR
$267M
– –
-335,300
Closed -$1.41M
PSK icon
3618
State Street SPDR ICE Preferred Securities ETF
PSK
$684M
– –
-71,900
Closed -$3.19M
PSN icon
3619
Parsons
PSN
$5.05B
– –
-45,500
Closed -$1.66M
CNSY
3620
Cerenome, Inc. Common Stock
CNSY
$27M
– –
-283
Closed -$214K
PTGX icon
3621
Protagonist Therapeutics
PTGX
$9.8B
– –
-35,797
Closed -$722K
PTN
3622
Palatin Technologies
PTN
$14.8M
– –
-52
Closed -$44K
PZA icon
3623
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
– –
-58,100
Closed -$1.57M
QCLN icon
3624
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$634M
– –
-31,100
Closed -$2.18M
QLTA icon
3625
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
– –
-14,400
Closed -$843K
143 144
145
146 147

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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.