We are live on ! Find out more
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
SLAB icon
3676
Silicon Laboratories
SLAB
$7.22B
– –
-88,298
Closed -$6.96M
SLV icon
3677
iShares Silver Trust
SLV
$31.5B
– –
-47,500
Closed -$690K
SLYV icon
3678
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-9,100
Closed -$490K
SMG icon
3679
ScottsMiracle-Gro
SMG
$3.61B
– –
-327,600
Closed -$20.1M
SNV
3680
DELISTED
Synovus
SNV
– –
-640,873
Closed -$20.5M
SOXX icon
3681
iShares Semiconductor ETF
SOXX
$45.2B
– –
-16,800
Closed -$879K
SPB icon
3682
Spectrum Brands
SPB
$2.02B
– –
-261,898
Closed -$11.1M
SPEM icon
3683
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-10,600
Closed -$343K
SPXU icon
3684
ProShares UltraPro Short S&P 500
SPXU
$388M
– –
-46
Closed -$212K
SPY icon
3685
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-8,900
Closed -$2.22M
SPYG icon
3686
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-30,100
Closed -$978K
SQM icon
3687
Sociedad Química y Minera de Chile
SQM
$20.6B
– –
-110,200
Closed -$4.22M
SUP
3688
DELISTED
Superior Industries International
SUP
– –
-295,193
Closed -$1.42M
TDOC icon
3689
Teladoc Health
TDOC
$1.24B
– –
-77,100
Closed -$3.82M
TEL icon
3690
TE Connectivity
TEL
$63.3B
– –
-541,900
Closed -$41M
TEO icon
3691
Telecom Argentina
TEO
$5.81B
– –
-38,300
Closed -$596K
TFX icon
3692
Teleflex
TFX
$5.91B
– –
-103,400
Closed -$26.7M
THC icon
3693
Tenet Healthcare
THC
$20.9B
– –
-212,475
Closed -$3.64M
TISI icon
3694
Team
TISI
$104M
– –
-10,242
Closed -$1.5M
TMV icon
3695
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$194M
– –
-28,320
Closed -$1.29M
TPL icon
3696
Texas Pacific Land
TPL
$25.2B
– –
-63,108
Closed -$3.8M
TQQQ icon
3697
ProShares UltraPro QQQ
TQQQ
$36.7B
– –
-50,400
Closed -$233K
TREX icon
3698
Trex
TREX
$5.07B
– –
-314,600
Closed -$9.34M
TRMB icon
3699
Trimble
TRMB
$13.5B
– –
-127,144
Closed -$4.18M
TSCO icon
3700
Tractor Supply
TSCO
$18.4B
– –
-625,000
Closed -$10.4M
146 147
148
149 150

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.