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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
CTLT
3751
DELISTED
CATALENT, INC.
CTLT
– –
-424,800
Closed -$13.2M
SRCL
3752
DELISTED
Stericycle Inc
SRCL
– –
-150,220
Closed -$5.51M
KA
3753
DELISTED
Kineta, Inc. Common Stock
KA
– –
-2,006
Closed -$910K
BIG
3754
DELISTED
Big Lots, Inc.
BIG
– –
-266,600
Closed -$7.71M
TWOU
3755
DELISTED
2U Inc
TWOU
– –
-8,017
Closed -$12M
SBOW
3756
DELISTED
SilverBow Resources, Inc.
SBOW
– –
-8,600
Closed -$203K
TTOO
3757
DELISTED
T2 Biosystems, Inc
TTOO
– –
-33
Closed -$502K
NEPT
3758
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
– –
-115
Closed -$408K
SIEN
3759
DELISTED
Sientra, Inc.
SIEN
– –
-5,200
Closed -$661K
NXGN
3760
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
– –
-23,000
Closed -$348K
CIR
3761
DELISTED
CIRCOR International, Inc
CIR
– –
-51,383
Closed -$1.09M
ZYNE
3762
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
– –
-184,300
Closed -$547K
RETA
3763
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
– –
-99,300
Closed -$5.57M
IDEX
3764
DELISTED
Ideanomics, Inc. Common Stock
IDEX
– –
-208
Closed -$31K
AMRS
3765
DELISTED
Amyris Inc.
AMRS
– –
-183,976
Closed -$614K
USX
3766
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
– –
-69,000
Closed -$387K
DCP
3767
DELISTED
DCP Midstream, LP
DCP
– –
-314,210
Closed -$8.32M
SIRE
3768
DELISTED
Sisecam Resources LP
SIRE
– –
-22,195
Closed -$476K
BIOC
3769
DELISTED
Biocept, Inc.
BIOC
– –
-147
Closed -$38K
MAXR
3770
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
– –
-145,302
Closed -$1.74M
FRC
3771
DELISTED
First Republic Bank
FRC
– –
-13,400
Closed -$1.16M
NVCN
3772
DELISTED
Neovasc Inc.
NVCN
– –
-47
Closed -$7K
AIMC
3773
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-80,909
Closed -$2.04M
SRNE
3774
DELISTED
Sorrento Therapeutics, Inc.
SRNE
– –
-806,763
Closed -$1.94M
AVYA
3775
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
– –
-164,800
Closed -$2.4M
149 150
151
152 153

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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.