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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
MORF
3801
DELISTED
Morphic Holding, Inc. Common Stock
MORF
– –
-40,900
Closed -$1.37M
CSSE
3802
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
– –
-26,100
Closed -$522K
AIH
3803
DELISTED
Aesthetic Medical International Holdings
AIH
– –
-15,246
Closed -$80K
ENG
3804
DELISTED
ENGlobal Corp
ENG
– –
-62,674
Closed -$1.6M
STAF
3805
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
– –
-395
Closed -$159K
AWH
3806
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
– –
-1,171
Closed -$118K
PXD
3807
DELISTED
Pioneer Natural Resource Co.
PXD
– –
-14,988
Closed -$1.71M
NXTP
3808
DELISTED
NextPlay Technologies, Inc. Common Stock
NXTP
– –
-835
Closed -$38K
AAU
3809
DELISTED
Almaden Minerals Ltd
AAU
– –
-357,385
Closed -$168K
CURO
3810
DELISTED
CURO Group Holdings Corp.
CURO
– –
-55,474
Closed -$795K
NEPT
3811
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
– –
-245
Closed -$535K
WTER
3812
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
– –
-10,142
Closed -$154K
GOL
3813
DELISTED
Gol Linhas Aéreas Inteligentes S.A. American Depositary Shares (Each representing Ten Preferred Shares)
GOL
– –
-45,500
Closed -$447K
ORTX
3814
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
– –
-17,307
Closed -$748K
ONCT
3815
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
– –
-4,928
Closed -$483K
HT
3816
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
– –
-37,562
Closed -$296K
NEWR
3817
DELISTED
New Relic, Inc.
NEWR
– –
-34,800
Closed -$2.28M
CYTO
3818
DELISTED
Altamira Therapeutics Ltd
CYTO
– –
-158
Closed -$165K
BRQS
3819
DELISTED
Borqs Technologies, Inc. Ordinary Shares
BRQS
– –
-2,187
Closed -$414K
ELYS
3820
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
– –
-327,749
Closed -$1.93M
ZYNE
3821
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
– –
-144,000
Closed -$475K
TKAT
3822
DELISTED
Takung Art Co., Ltd.
TKAT
– –
-12,800
Closed -$19K
NUVA
3823
DELISTED
NuVasive, Inc.
NUVA
– –
-152,688
Closed -$8.6M
YVR
3824
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
– –
-4,975
Closed -$31K
MTEM
3825
DELISTED
Molecular Templates, Inc.
MTEM
– –
-2,851
Closed -$402K
151 152
153
154 155

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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.