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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
GCP
3851
DELISTED
GCP Applied Technologies Inc.
GCP
– –
-40,400
Closed -$955K
GSV
3852
DELISTED
Gold Standard Ventures Corp.
GSV
– –
-100,750
Closed -$73K
PSB
3853
DELISTED
PS Business Parks, Inc.
PSB
– –
-8,800
Closed -$1.17M
MBII
3854
DELISTED
Marrone Bio Innovations, Inc.
MBII
– –
-113,191
Closed -$141K
RENO
3855
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
– –
-38,100
Closed -$43K
HSTO
3856
DELISTED
Histogen Inc. Common Stock
HSTO
– –
-2,784
Closed -$42K
PTE
3857
DELISTED
PolarityTE, Inc. Common Stock
PTE
– –
-24,248
Closed -$412K
XENT
3858
DELISTED
Intersect ENT, Inc
XENT
– –
-52,315
Closed -$1.2M
ECOL
3859
DELISTED
US Ecology, Inc.
ECOL
– –
-19,930
Closed -$724K
KRA
3860
DELISTED
Kraton Corporation
KRA
– –
-16,800
Closed -$467K
INFO
3861
DELISTED
IHS Markit Ltd. Common Shares
INFO
– –
-230,566
Closed -$20.7M
FMBI
3862
DELISTED
First Midwest Bancorp Inc/IL
FMBI
– –
-107,071
Closed -$1.71M
BXRX
3863
DELISTED
Baudax Bio, Inc. Common Stock
BXRX
– –
-302
Closed -$426K
GWB
3864
DELISTED
Great Western Bancorp, Inc.
GWB
– –
-112,935
Closed -$2.36M
ODT
3865
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
– –
-19,320
Closed -$371K
COR
3866
DELISTED
Coresite Realty Corporation
COR
– –
-150,600
Closed -$18.9M
SOLY
3867
DELISTED
Soliton, Inc.
SOLY
– –
-19,500
Closed -$150K
PPD
3868
DELISTED
PPD, Inc. Common Stock
PPD
– –
-126,500
Closed -$4.33M
CXP
3869
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
– –
-99,200
Closed -$1.42M
INOV
3870
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
– –
-262,007
Closed -$4.76M
XLRN
3871
DELISTED
Acceleron Pharma
XLRN
– –
-37,200
Closed -$4.76M
LORL
3872
DELISTED
Loral Space and Communications, Inc.
LORL
– –
-45,300
Closed -$951K
TRIL
3873
DELISTED
Trillium Therapeutics Inc.
TRIL
– –
-26,000
Closed -$381K
KDMN
3874
DELISTED
Kadmon Holdings, Inc.
KDMN
– –
-309,800
Closed -$1.29M
MSON
3875
DELISTED
Misonix Inc
MSON
– –
-22,900
Closed -$286K
153 154
155
156 157

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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.