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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
VXX icon
3751
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$145M
– –
-2,511
Closed -$2.7M
YARW
3752
Yarrow Bioscience, Inc. Common Stock
YARW
$115M
– –
-127
Closed -$725K
WDAY icon
3753
Workday
WDAY
$44.8B
– –
-34,521
Closed -$8.27M
WDC icon
3754
Western Digital
WDC
$151B
– –
-1,227,655
Closed -$51.4M
WERN icon
3755
Werner Enterprises
WERN
$2.18B
– –
-118,170
Closed -$4.63M
WFC icon
3756
Wells Fargo
WFC
$264B
– –
-7,811,211
Closed -$236M
WHD icon
3757
Cactus
WHD
$5.78B
– –
-111,500
Closed -$2.91M
WLY icon
3758
John Wiley & Sons Class A
WLY
$2.52B
– –
-72,900
Closed -$3.33M
WMB icon
3759
Williams Companies
WMB
$88.4B
– –
-218,385
Closed -$4.38M
WORX
3760
DELISTED
SCWORX CORP NEW
WORX
– –
-546
Closed -$166K
WRLD icon
3761
World Acceptance Corp
WRLD
$873M
– –
-28,600
Closed -$2.92M
WST icon
3762
West Pharmaceutical
WST
$24.7B
– –
-44,200
Closed -$12.5M
WVE icon
3763
Wave Life Sciences
WVE
$993M
– –
-235,620
Closed -$1.85M
XEL icon
3764
Xcel Energy
XEL
$48.5B
– –
-283,700
Closed -$18.9M
XHR
3765
Xenia Hotels & Resorts
XHR
$1.72B
– –
-126,652
Closed -$1.93M
XLK icon
3766
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-4,200
Closed -$273K
XME icon
3767
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-28,200
Closed -$943K
XOMA
3768
DELISTED
Xoma
XOMA
– –
-6,265
Closed -$276K
XRX icon
3769
Xerox
XRX
$423M
– –
-521,724
Closed -$12.1M
YUMC icon
3770
Yum China
YUMC
$16.3B
– –
-1,209,700
Closed -$69.1M
Z icon
3771
Zillow
Z
$7.68B
– –
-656,408
Closed -$85.2M
ZBH icon
3772
Zimmer Biomet
ZBH
$18.5B
– –
-40,376
Closed -$6.04M
ZNTL icon
3773
Zentalis Pharmaceuticals
ZNTL
$295M
– –
-6,397
Closed -$332K
ZTO icon
3774
ZTO Express
ZTO
$17.6B
– –
-342,414
Closed -$9.98M
ZWS icon
3775
Zurn Elkay Water Solutions
ZWS
$8.6B
– –
-188,901
Closed -$3.59M
149 150
151
152 153

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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.