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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
PATK icon
3626
Patrick Industries
PATK
$2.81B
– –
-350,853
Closed -$6.93M
PAVM icon
3627
PAVmed
PAVM
$33.7M
– –
-23
Closed -$10K
PAYX icon
3628
Paychex
PAYX
$43.1B
– –
-578,001
Closed -$37.7M
PBH icon
3629
Prestige Consumer Healthcare
PBH
$2.54B
– –
-17,600
Closed -$543K
PCG icon
3630
PG&E
PCG
$38.1B
– –
-90,000
Closed -$2.14M
PDFS icon
3631
PDF Solutions
PDFS
$2.08B
– –
-19,700
Closed -$166K
PEN icon
3632
Penumbra
PEN
$12.9B
– –
-15,800
Closed -$1.93M
PFF icon
3633
iShares Preferred and Income Securities ETF
PFF
$13.2B
– –
-168,100
Closed -$5.75M
PG icon
3634
Procter & Gamble
PG
$338B
– –
-203,329
Closed -$18.7M
PLXS icon
3635
Plexus
PLXS
$7.2B
– –
-75,164
Closed -$3.84M
PNC icon
3636
PNC Financial Services
PNC
$101B
– –
-2,400
Closed -$281K
PODD icon
3637
Insulet
PODD
$10B
– –
-217,700
Closed -$17.3M
POOL icon
3638
Pool Corp
POOL
$7.32B
– –
-63,336
Closed -$9.41M
PPLT
3639
abrdn Physical Platinum Shares ETF
PPLT
$2.03B
– –
-98,730
Closed -$743K
PR
3640
Permian Resources
PR
$18B
– –
-60,200
Closed -$663K
PRFZ icon
3641
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
– –
-41,000
Closed -$932K
PRPO icon
3642
Precipio
PRPO
$39.9M
– –
-127
Closed -$6K
PSCH icon
3643
Invesco S&P SmallCap Health Care ETF
PSCH
$172M
– –
-8,700
Closed -$312K
PTC icon
3644
PTC
PTC
$16.3B
– –
-340,500
Closed -$28.2M
PXF icon
3645
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.95B
– –
-15,900
Closed -$597K
QID icon
3646
ProShares UltraShort QQQ
QID
$251M
– –
-535
Closed -$509K
QQQ icon
3647
Invesco QQQ Trust
QQQ
$478B
– –
-3,800
Closed -$586K
QTEC icon
3648
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
– –
-3,500
Closed -$238K
RACE icon
3649
Ferrari
RACE
$72.1B
– –
-119,153
Closed -$11.8M
RAMP icon
3650
LiveRamp
RAMP
$2.3B
– –
-89,700
Closed -$3.46M
144 145
146
147 148

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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.