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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
URBN icon
3726
Urban Outfitters
URBN
$6.8B
– –
-24,312
Closed -$622K
URGN icon
3727
UroGen Pharma
URGN
$2.3B
– –
-32,800
Closed -$591K
URI icon
3728
United Rentals
URI
$71.2B
– –
-177,923
Closed -$41.3M
USB icon
3729
US Bancorp
USB
$100B
– –
-654,400
Closed -$30.5M
USAU icon
3730
US Gold Corp
USAU
$251M
– –
-57,200
Closed -$947K
USFD icon
3731
US Foods
USFD
$23.9B
– –
-59,143
Closed -$1.97M
USIG icon
3732
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-6,500
Closed -$403K
VANI icon
3733
Vivani Medical
VANI
$120M
– –
-8,600
Closed -$48K
VC icon
3734
Visteon
VC
$2.83B
– –
-18,208
Closed -$2.29M
TONX
3735
TON Strategy Co
TONX
$172M
– –
-49
Closed -$649K
VGT icon
3736
Vanguard Information Technology ETF
VGT
$147B
– –
-12,800
Closed -$566K
VKTX icon
3737
Viking Therapeutics
VKTX
$3.94B
– –
-179,000
Closed -$1.01M
VMBS icon
3738
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-262,200
Closed -$14.2M
VMI icon
3739
Valmont Industries
VMI
$9.52B
– –
-37,000
Closed -$6.47M
VNQ icon
3740
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-21,400
Closed -$1.82M
VOE icon
3741
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
– –
-10,100
Closed -$1.2M
VOYA icon
3742
Voya Financial
VOYA
$8.9B
– –
-179,200
Closed -$10.5M
VRNA
3743
DELISTED
Verona Pharma
VRNA
– –
-24,800
Closed -$174K
VRTS icon
3744
Virtus Investment Partners
VRTS
$1.11B
– –
-7,329
Closed -$1.59M
VT icon
3745
Vanguard Total World Stock ETF
VT
$81.1B
– –
-2,700
Closed -$250K
VTEB icon
3746
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-176,500
Closed -$9.74M
VTGN icon
3747
VistaGen Therapeutics
VTGN
$11.9M
– –
-27,833
Closed -$1.62M
VTVT icon
3748
vTv Therapeutics
VTVT
$130M
– –
-1,888
Closed -$140K
VUG icon
3749
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-17,400
Closed -$735K
VWO icon
3750
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-256,700
Closed -$12.9M
148 149
150
151 152

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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.