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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
RF icon
3651
Regions Financial
RF
$26.9B
– –
-1,928,221
Closed -$25.8M
RMD icon
3652
ResMed
RMD
$32.6B
– –
-333,424
Closed -$37.9M
ROG icon
3653
Rogers Corp
ROG
$2.41B
– –
-14,505
Closed -$1.44M
ROP icon
3654
Roper Technologies
ROP
$39.5B
– –
-50,300
Closed -$13.4M
RS icon
3655
Reliance Steel & Aluminium
RS
$21.6B
– –
-115,412
Closed -$8.21M
RTX icon
3656
RTX Corp
RTX
$302B
– –
-97,261
Closed -$6.52M
RWR icon
3657
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
– –
-4,365
Closed -$375K
RWX icon
3658
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
– –
-42,800
Closed -$1.51M
RYZ
3659
Ryerson Holding Corp
RYZ
$1.44B
– –
-34,580
Closed -$219K
SAIA icon
3660
Saia
SAIA
$9.52B
– –
-42,998
Closed -$2.4M
SAP icon
3661
SAP
SAP
$242B
– –
-224,567
Closed -$22.4M
SBH icon
3662
Sally Beauty Holdings
SBH
$1.58B
– –
-331,900
Closed -$5.66M
SBRA icon
3663
Sabra Healthcare REIT
SBRA
$5.07B
– –
-1,235,579
Closed -$20.4M
SCCO icon
3664
Southern Copper
SCCO
$164B
– –
-808,870
Closed -$22.8M
SCHC icon
3665
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
– –
-33,350
Closed -$970K
SCHD icon
3666
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-27,900
Closed -$437K
SCHE icon
3667
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-66,955
Closed -$1.57M
SCHH icon
3668
Schwab US REIT ETF
SCHH
$11.1B
– –
-56,200
Closed -$1.08M
SCHL icon
3669
Scholastic
SCHL
$780M
– –
-47,101
Closed -$1.9M
SCHM icon
3670
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-30,000
Closed -$479K
SDIV icon
3671
Global X SuperDividend ETF
SDIV
$1.21B
– –
-14,367
Closed -$737K
SGRY icon
3672
Surgery Partners
SGRY
$1.96B
– –
-30,600
Closed -$300K
SHG icon
3673
Shinhan Financial Group
SHG
$34.3B
– –
-31,300
Closed -$1.11M
SIG icon
3674
Signet Jewelers
SIG
$3.68B
– –
-29,351
Closed -$932K
SJT
3675
San Juan Basin Royalty Trust
SJT
$126M
– –
-40,398
Closed -$194K
145 146
147
148 149

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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.