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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
TTMI icon
3701
TTM Technologies
TTMI
$13.8B
– –
-280,369
Closed -$2.73M
TTNP
3702
DELISTED
Titan Pharmaceuticals
TTNP
– –
-72
Closed -$58K
TUR icon
3703
iShares MSCI Turkey ETF
TUR
$215M
– –
-43,100
Closed -$1.06M
TWLO icon
3704
Twilio
TWLO
$39.3B
– –
-1,694,000
Closed -$151M
UIS icon
3705
Unisys
UIS
$205M
– –
-81,433
Closed -$947K
URG
3706
Ur-Energy
URG
$553M
– –
-14,600
Closed -$10K
URI icon
3707
United Rentals
URI
$71.2B
– –
-16,523
Closed -$1.69M
USIG icon
3708
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-10,300
Closed -$545K
USRT icon
3709
iShares Core US REIT ETF
USRT
$4.53B
– –
-7,100
Closed -$318K
UWM icon
3710
ProShares Ultra Russell2000
UWM
$244M
– –
-10,600
Closed -$276K
VC icon
3711
Visteon
VC
$2.83B
– –
-44,700
Closed -$2.69M
VCIT icon
3712
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
– –
-30,167
Closed -$2.5M
VCSH icon
3713
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-27,170
Closed -$2.12M
VDE icon
3714
Vanguard Energy ETF
VDE
$10.4B
– –
-11,500
Closed -$887K
VERO
3715
DELISTED
Venus Concept
VERO
– –
-85
Closed -$92K
VICR icon
3716
Vicor
VICR
$9.72B
– –
-33,300
Closed -$1.26M
VIG icon
3717
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-9,200
Closed -$901K
VIOO icon
3718
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.31B
– –
-10,400
Closed -$654K
VIPS icon
3719
Vipshop
VIPS
$7.2B
– –
-761,402
Closed -$4.16M
VIS icon
3720
Vanguard Industrials ETF
VIS
$8.49B
– –
-2,400
Closed -$289K
VLO icon
3721
Valero Energy
VLO
$93.3B
– –
-1,821,388
Closed -$137M
VNQI icon
3722
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
– –
-9,100
Closed -$477K
VOO icon
3723
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-2,800
Closed -$643K
VRSK icon
3724
Verisk Analytics
VRSK
$23.6B
– –
-10,800
Closed -$1.18M
VRTS icon
3725
Virtus Investment Partners
VRTS
$1.11B
– –
-8,329
Closed -$662K
147 148
149
150 151

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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.