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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
QLYS icon
3626
Qualys
QLYS
$6.48B
– –
-101,900
Closed -$12.4M
QRVO icon
3627
Qorvo
QRVO
$8.49B
– –
-410,231
Closed -$68.2M
QUIK icon
3628
QuickLogic
QUIK
$230M
– –
-25,092
Closed -$95K
RAPT
3629
DELISTED
RAPT Therapeutics
RAPT
– –
-1,388
Closed -$219K
RCEL icon
3630
Avita Medical
RCEL
$246M
– –
-164,980
Closed -$3.06M
RDFN
3631
DELISTED
Redfin
RDFN
– –
-831,800
Closed -$57.1M
REG icon
3632
Regency Centers
REG
$13.9B
– –
-80,069
Closed -$3.65M
LNAI
3633
Lunai Bioworks
LNAI
$10.5M
– –
-693
Closed -$163K
REPL icon
3634
Replimune Group
REPL
$1.29B
– –
-22,975
Closed -$876K
REPX icon
3635
Riley Exploration Permian
REPX
$799M
– –
-18,182
Closed -$271K
RGLS
3636
DELISTED
Regulus Therapeutics
RGLS
– –
-44,920
Closed -$606K
RGS icon
3637
Regis Corp
RGS
$68.3M
– –
-3,420
Closed -$629K
RJF icon
3638
Raymond James Financial
RJF
$34.6B
– –
-38,543
Closed -$2.46M
RPAY icon
3639
Repay Holdings
RPAY
$309M
– –
-101,600
Closed -$2.77M
RPG icon
3640
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
– –
-11,500
Closed -$375K
RPV icon
3641
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
– –
-4,900
Closed -$301K
RRC icon
3642
Range Resources
RRC
$9.43B
– –
-29,391
Closed -$197K
RRX icon
3643
Regal Rexnord
RRX
$11.4B
– –
-134,200
Closed -$16.5M
RS icon
3644
Reliance Steel & Aluminium
RS
$21.6B
– –
-105,612
Closed -$12.6M
RSP icon
3645
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
– –
-14,600
Closed -$1.86M
SCHD icon
3646
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-16,800
Closed -$359K
SCHE icon
3647
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-36,200
Closed -$1.11M
SCHG icon
3648
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-60,800
Closed -$976K
SCHH icon
3649
Schwab US REIT ETF
SCHH
$11.2B
– –
-19,400
Closed -$368K
SCHL icon
3650
Scholastic
SCHL
$789M
– –
-30,801
Closed -$770K
144 145
146
147 148

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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.