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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
SCSC icon
3651
Scansource
SCSC
$1.05B
– –
-23,510
Closed -$620K
SCYX icon
3652
SCYNEXIS
SCYX
$48.1M
– –
-16,181
Closed -$990K
SEED icon
3653
Origin Agritech
SEED
$12.5M
– –
-31,800
Closed -$483K
SF
3654
Stifel
SF
$12.7B
– –
-81,623
Closed -$2.75M
SHG icon
3655
Shinhan Financial Group
SHG
$34.3B
– –
-30,100
Closed -$896K
SHM icon
3656
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
– –
-50,612
Closed -$2.52M
SHO icon
3657
Sunstone Hotel Investors
SHO
$1.98B
– –
-329,135
Closed -$3.73M
SIGI icon
3658
Selective Insurance
SIGI
$5.6B
– –
-29,194
Closed -$1.96M
SII
3659
Sprott
SII
$3.15B
– –
-10,690
Closed -$309K
SILJ icon
3660
Amplify Junior Silver Miners ETF
SILJ
$3.97B
– –
-22,300
Closed -$364K
SITE icon
3661
SiteOne Landscape Supply
SITE
$4.32B
– –
-7,300
Closed -$1.16M
SITM icon
3662
SiTime
SITM
$20.1B
– –
-7,800
Closed -$873K
SIZE icon
3663
iShares MSCI USA Size Factor ETF
SIZE
$444M
– –
-1,800
Closed -$200K
SKT icon
3664
Tanger
SKT
$4.43B
– –
-479,300
Closed -$4.77M
SLB icon
3665
SLB Ltd
SLB
$79.7B
– –
-2,079,904
Closed -$45.4M
SLDB icon
3666
Solid Biosciences
SLDB
$949M
– –
-4,950
Closed -$563K
SLGL icon
3667
Sol-Gel Technologies
SLGL
$255M
– –
-1,242
Closed -$122K
SLV icon
3668
iShares Silver Trust
SLV
$31.5B
– –
-166,700
Closed -$4.1M
SMCI icon
3669
Super Micro Computer
SMCI
$20.4B
– –
-382,400
Closed -$1.21M
SMG icon
3670
ScottsMiracle-Gro
SMG
$3.61B
– –
-144,100
Closed -$28.7M
SMP icon
3671
Standard Motor Products
SMP
$889M
– –
-25,022
Closed -$1.01M
SNDR icon
3672
Schneider National
SNDR
$6.12B
– –
-381,118
Closed -$7.89M
SNV
3673
DELISTED
Synovus
SNV
– –
-180,184
Closed -$5.83M
SNX icon
3674
TD Synnex
SNX
$20.3B
– –
-83,128
Closed -$6.77M
SOL
3675
DELISTED
Emeren Group
SOL
– –
-432,281
Closed -$4.94M
145 146
147
148 149

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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.