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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
TNAV
3901
DELISTED
Telenav Inc.
TNAV
– –
-1,592,126
Closed -$7.48M
VRTU
3902
DELISTED
Virtusa Corporation
VRTU
– –
-174,700
Closed -$8.93M
EIGI
3903
DELISTED
Endurance International Group Holdings, Inc.
EIGI
– –
-1,659,992
Closed -$15.7M
CLCT
3904
DELISTED
Collectors Universe
CLCT
– –
-270,539
Closed -$20.4M
CEL
3905
DELISTED
Cellcom Israel, Ltd.
CEL
– –
-3,856,942
Closed -$18.7M
OSB
3906
DELISTED
Norbord Inc.
OSB
– –
-86,170
Closed -$3.71M
FBM
3907
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
– –
-466,500
Closed -$8.96M
WSG
3908
DELISTED
Wanda Sports Group Company Limited American Depositary Shares
WSG
– –
-123,900
Closed -$310K
ARA
3909
DELISTED
American Renal Associates Holdings, Inc
ARA
– –
-824,675
Closed -$9.44M
TCCO
3910
DELISTED
Technical Communications Corporation
TCCO
– –
-15,200
Closed -$73K
FIT
3911
DELISTED
Fitbit, Inc. Class A common stock
FIT
– –
-4,999,733
Closed -$34M
TIF
3912
DELISTED
Tiffany & Co.
TIF
– –
-1,253,900
Closed -$165M
TRQ
3913
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-46,200
Closed -$573K
FTSI
3914
DELISTED
FTS International, Inc. Common Stock
FTSI
– –
-16,769
Closed -$322K
CEI
3915
DELISTED
Camber Energy, Inc
CEI
– –
-3,548
Closed -$164K
CBPO
3916
DELISTED
China Biologic Products Holdings, Inc.
CBPO
– –
-626,789
Closed -$74M
CPAH
3917
DELISTED
Counterpath Corp
CPAH
– –
-269,196
Closed -$915K
ZGNX
3918
DELISTED
Zogenix, Inc.
ZGNX
– –
-245,087
Closed -$4.9M
FLY
3919
DELISTED
Fly Leasing Limited
FLY
– –
-67,980
Closed -$670K
KIQ
3920
DELISTED
Kelso Technologies Inc.
KIQ
– –
-145,794
Closed -$79K
SBNY
3921
DELISTED
Signature Bank
SBNY
– –
-204,374
Closed -$27.6M
REV
3922
DELISTED
Revlon, Inc.
REV
– –
-44,000
Closed -$523K
NTP
3923
DELISTED
Nam Tai Property Inc.
NTP
– –
-29,450
Closed -$172K
MCF
3924
DELISTED
Contango Oil & Gas Co.
MCF
– –
-190,544
Closed -$436K
CBB
3925
DELISTED
Cincinnati Bell Inc.
CBB
– –
-16,231
Closed -$248K
154 155 156
157
158

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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.