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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
-15.84%
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
$103B
AUM Growth
-$27.2B
Cap. Flow
+$866M
Cap. Flow %
0.84%
Top 10 Hldgs %
15.13%
Holding
4,047
New
573
Increased
1,474
Reduced
1,328
Closed
645

Top Buys

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$462M
2
AGN
Allergan plc
AGN
+$390M
3
T icon
AT&T
T
+$371M
4
BMY icon
Bristol-Myers Squibb
BMY
+$353M
5
NEE icon
NextEra Energy
NEE
+$326M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.97B
2
META icon
Meta Platforms (Facebook)
META
+$435M
3
PFE icon
Pfizer
PFE
+$377M
4
GE icon
GE Aerospace
GE
+$354M
5
SBUX icon
Starbucks
SBUX
+$323M

Sector Composition

Rank Sector Weight
1 Healthcare 25.43%
2 Technology 12.71%
3 Consumer Staples 9.79%
4 Financials 8.2%
5 Utilities 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUN icon
3776
Sunoco
SUN
$13.8B
– –
-16,393
Closed -$502K
SUSA icon
3777
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
– –
-3,800
Closed -$255K
SVRA icon
3778
Savara
SVRA
$1.14B
– –
-97,182
Closed -$435K
TAP icon
3779
Molson Coors Class B
TAP
$7.83B
– –
-162,100
Closed -$8.74M
TBPH icon
3780
Theravance Biopharma
TBPH
$878M
– –
-17,003
Closed -$440K
TDG icon
3781
TransDigm Group
TDG
$68.7B
– –
-9,800
Closed -$5.49M
TDTT icon
3782
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
– –
-9,500
Closed -$235K
TEL icon
3783
TE Connectivity
TEL
$63.3B
– –
-444,552
Closed -$42.6M
TENB icon
3784
Tenable Holdings
TENB
$4.17B
– –
-271,900
Closed -$6.51M
TEO icon
3785
Telecom Argentina
TEO
$5.81B
– –
-57,700
Closed -$655K
TGLS icon
3786
Tecnoglass Holdings Inc.
TGLS
$1.9B
– –
-115,257
Closed -$951K
THD icon
3787
iShares MSCI Thailand ETF
THD
$354M
– –
-7,757
Closed -$680K
THO icon
3788
Thor Industries
THO
$4.23B
– –
-99,699
Closed -$7.41M
TLF icon
3789
Tandy Leather Factory
TLF
$19.7M
– –
-21,400
Closed -$122K
TMQ
3790
Trilogy Metals
TMQ
$679M
– –
-13,300
Closed -$35K
TNET icon
3791
TriNet
TNET
$3.06B
– –
-74,621
Closed -$4.22M
TOL icon
3792
Toll Brothers
TOL
$14.3B
– –
-109,300
Closed -$4.32M
TOON icon
3793
Kartoon Studios
TOON
$35.4M
– –
-21,140
Closed -$58K
TPIC
3794
DELISTED
TPI Composites
TPIC
– –
-18,700
Closed -$346K
TPR icon
3795
Tapestry
TPR
$32.4B
– –
-193,000
Closed -$5.21M
TREX icon
3796
Trex
TREX
$5.07B
– –
-52,800
Closed -$2.37M
TRMB icon
3797
Trimble
TRMB
$13.5B
– –
-16,500
Closed -$688K
TRVG
3798
trivago
TRVG
$370M
– –
-18,220
Closed -$239K
TSN icon
3799
Tyson Foods
TSN
$19.9B
– –
-718,100
Closed -$65.4M
TTMI icon
3800
TTM Technologies
TTMI
$13.8B
– –
-23,069
Closed -$347K
150 151
152
153 154

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Jim Simons's Q1 2020 Portfolio in Review

As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.

By sector, the portfolio is most concentrated in Healthcare at 25% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
  • Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
  • Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
  • Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
  • Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
  • Jim Simons opened 573 new positions and closed 645 in Q1 2020.
  • Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.

Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.