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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
SOXS icon
3676
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.38B
– –
-1
Closed -$502K
SPAB icon
3677
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.94B
– –
-185,300
Closed -$5.71M
SPCB icon
3678
SuperCom
SPCB
$67.5M
– –
-783
Closed -$161K
SPEM icon
3679
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
– –
-35,400
Closed -$1.49M
SPIB icon
3680
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-94,100
Closed -$3.5M
SPMB icon
3681
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
– –
-49,702
Closed -$1.31M
SPT icon
3682
Sprout Social
SPT
$584M
– –
-178,000
Closed -$8.08M
SRLN icon
3683
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
– –
-307,500
Closed -$14M
SSL icon
3684
Sasol
SSL
$7.4B
– –
-110,300
Closed -$977K
STE icon
3685
Steris
STE
$23B
– –
-24,700
Closed -$4.68M
STGW icon
3686
Stagwell
STGW
$2.24B
– –
-273,954
Closed -$688K
STRO icon
3687
Sutro Biopharma
STRO
$314M
– –
-3,001
Closed -$652K
STWD icon
3688
Starwood Property Trust
STWD
$6.14B
– –
-337,584
Closed -$6.51M
SUB icon
3689
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-42,800
Closed -$4.63M
SUPV
3690
Grupo Supervielle
SUPV
$743M
– –
-276,956
Closed -$587K
SVC
3691
Service Properties Trust
SVC
$1.08B
– –
-3,096
Closed -$178K
SXTC icon
3692
China SXT Pharmaceuticals
SXTC
$1.76M
– –
0
– -$218K
TAOP icon
3693
Taoping
TAOP
$7.97M
– –
-229
Closed -$195K
TAN icon
3694
Invesco Solar ETF
TAN
$1.39B
– –
-2,000
Closed -$206K
TBBK icon
3695
The Bancorp
TBBK
$2.82B
– –
-136,539
Closed -$1.86M
TBF icon
3696
ProShares Short 20+ Year Treasury ETF
TBF
$106M
– –
-141,700
Closed -$2.24M
TCMD icon
3697
Tactile Systems Technology
TCMD
$560M
– –
-63,700
Closed -$2.86M
TDOC icon
3698
Teladoc Health
TDOC
$1.21B
– –
-55,982
Closed -$11.2M
TFI icon
3699
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
– –
-41,955
Closed -$2.2M
TILE icon
3700
Interface
TILE
$2.16B
– –
-13,700
Closed -$144K
146 147
148
149 150

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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.