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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+15.23%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$110B
AUM Growth
+$18.7B
Cap. Flow
+$7.09B
Cap. Flow %
6.45%
Top 10 Hldgs %
8.73%
Holding
3,883
New
532
Increased
1,751
Reduced
1,105
Closed
465

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$618M
2
VALE icon
Vale
VALE
+$332M
3
CELG
Celgene Corp
CELG
+$309M
4
CME icon
CME Group
CME
+$306M
5
AMZN icon
Amazon
AMZN
+$290M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$435M
2
META icon
Meta Platforms (Facebook)
META
+$342M
3
CCI icon
Crown Castle
CCI
+$244M
4
SLB icon
SLB Ltd
SLB
+$229M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$190M

Sector Composition

Rank Sector Weight
1 Healthcare 16.72%
2 Technology 14.76%
3 Financials 10.86%
4 Consumer Discretionary 10.73%
5 Real Estate 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MINT icon
1376
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$10.1M 0.01%
99,500
+74,385
+296% +$7.53M
NC icon
1377
NACCO Industries
NC
$320M
$10.1M 0.01%
263,946
+33,946
+15% +$1.24M
PWR icon
1378
Quanta Services
PWR
$103B
$10.1M 0.01%
+267,299
New +$9.33M
JMEI
1379
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$10.1M 0.01%
427,340
– –
PTVCB
1380
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$10.1M 0.01%
543,578
+8,580
+2% +$167K
CORE
1381
DELISTED
Core Mark Holding Co., Inc.
CORE
$10.1M 0.01%
271,000
+68,000
+33% +$2.14M
PTNR
1382
DELISTED
Partner Communications
PTNR
$10M 0.01%
2,681,650
-2,600
-0.1% -$11.4K
LPT
1383
DELISTED
Liberty Property Trust
LPT
$10M 0.01%
206,900
-199,700
-49% -$9.3M
WGO icon
1384
Winnebago Industries
WGO
$890M
$9.96M 0.01%
319,800
-214,900
-40% -$6.45M
OLBK
1385
DELISTED
Old Line Bancshares, Inc.
OLBK
$9.91M 0.01%
397,540
-12,800
-3% -$351K
TNL icon
1386
Travel + Leisure Co
TNL
$4.62B
$9.9M 0.01%
244,600
-314,300
-56% -$13.2M
MCHX icon
1387
Marchex
MCHX
$82M
$9.89M 0.01%
2,091,134
+43,500
+2% +$178K
ZUMZ icon
1388
Zumiez
ZUMZ
$316M
$9.87M 0.01%
396,700
-445,400
-53% -$10.6M
OII icon
1389
Oceaneering
OII
$5.19B
$9.87M 0.01%
625,851
+63,251
+11% +$980K
FSCT
1390
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
$9.86M 0.01%
235,300
-42,300
-15% -$1.52M
PDCO
1391
DELISTED
Patterson Companies, Inc.
PDCO
$9.82M 0.01%
449,404
-497,100
-53% -$11M
MTRN icon
1392
Materion
MTRN
$5.9B
$9.79M 0.01%
171,500
+12,100
+8% +$630K
SPSB icon
1393
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$9.78M 0.01%
+320,200
New +$9.71M
EMB icon
1394
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$9.78M 0.01%
88,861
+31,026
+54% +$3.35M
FUN icon
1395
Cedar Fair
FUN
$1.7B
$9.77M 0.01%
185,650
+18,900
+11% +$1.01M
IEF icon
1396
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$9.76M 0.01%
+91,500
New +$9.57M
LMBS icon
1397
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
$9.74M 0.01%
189,900
+62,100
+49% +$3.18M
SCHO icon
1398
Schwab Short-Term US Treasury ETF
SCHO
$13B
$9.73M 0.01%
+387,600
New +$9.68M
IRMD icon
1399
iRadimed
IRMD
$1.1B
$9.72M 0.01%
346,200
+25,700
+8% +$673K
VIRT icon
1400
Virtu Financial
VIRT
$5.13B
$9.65M 0.01%
406,400
+24,700
+6% +$633K
54 55
56
57 58

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Jim Simons's Q1 2019 Portfolio in Review

As of Q1 2019, Jim Simons held 3,883 positions worth $110B, up 20% from $91.3B the previous quarter. Its ten largest holdings account for 8.7% of the portfolio.

Jim Simons deployed $7.09B of net new capital in Q1 2019, opening 532 new positions and adding to 1,751 existing holdings. Its largest new stake was Amazon: 3,483,100 shares worth $310M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $342M trimmed.

  • Jim Simons's largest Q1 2019 buy was Amazon: 3,483,100 shares worth $310M.
  • Jim Simons added most to Starbucks in Q1 2019, an estimated $618M increase.
  • Jim Simons's biggest Q1 2019 reduction was Meta Platforms (Facebook), cutting an estimated $342M.
  • Jim Simons fully exited Apple in Q1 2019, selling an estimated $435M.
  • Jim Simons's ten largest holdings make up 8.7% of its $110B portfolio in Q1 2019.
  • Jim Simons opened 532 new positions and closed 465 in Q1 2019.
  • Jim Simons's portfolio value rose 20% quarter-over-quarter to $110B.

Based on Renaissance Technologies's 13F filing for Q1 2019, filed 14 May 2019.