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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
VTWO icon
3726
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-19,000
Closed -$1.02M
WATT icon
3727
Energous
WATT
$103M
– –
-119
Closed -$413K
WBD icon
3728
Warner Bros
WBD
$67.9B
– –
-686,950
Closed -$17M
WERN icon
3729
Werner Enterprises
WERN
$2.18B
– –
-27,363
Closed -$808K
WEN icon
3730
Wendy's
WEN
$1.44B
– –
-530,682
Closed -$8.28M
WM icon
3731
Waste Management
WM
$90.7B
– –
-615,200
Closed -$54.7M
WOW
3732
DELISTED
WideOpenWest
WOW
– –
-229,050
Closed -$1.63M
WSC icon
3733
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-244,963
Closed -$2.31M
WTTR icon
3734
Select Water Solutions
WTTR
$2.72B
– –
-315,700
Closed -$2M
WWW icon
3735
Wolverine World Wide
WWW
$1.49B
– –
-28,200
Closed -$899K
XAR icon
3736
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
– –
-10,800
Closed -$852K
XES icon
3737
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$390M
– –
-6,288
Closed -$567K
XLF icon
3738
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-28,500
Closed -$679K
XME icon
3739
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-62,900
Closed -$1.65M
XOP icon
3740
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
– –
-11,625
Closed -$1.23M
XPH icon
3741
State Street SPDR S&P Pharmaceuticals ETF
XPH
$509M
– –
-8,600
Closed -$315K
XSLV icon
3742
Invesco S&P SmallCap Low Volatility ETF
XSLV
$247M
– –
-6,200
Closed -$264K
YANG icon
3743
Direxion Daily FTSE China Bear 3X ETF
YANG
$92.9M
– –
-694
Closed -$925K
ZD icon
3744
Ziff Davis
ZD
$1.83B
– –
-37,720
Closed -$2.28M
GPUS
3745
Hyperscale Data Inc
GPUS
$55.2M
– –
0
– -$27K
JBTM
3746
JBT Marel
JBTM
$6.32B
– –
-4,800
Closed -$345K
XIFR
3747
XPLR Infrastructure LP
XIFR
$1.08B
– –
-15,000
Closed -$646K
TVRD
3748
Tvardi Therapeutics
TVRD
$22.1M
– –
-11,476
Closed -$5.37M
BECN
3749
DELISTED
Beacon Roofing Supply, Inc.
BECN
– –
-251,757
Closed -$7.99M
SUM
3750
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-968,491
Closed -$11.8M
148 149
150
151 152

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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.