Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$427M |
| 2 |
Roku
ROKU
|
+$393M |
| 3 |
PARA
Paramount Global Class B
PARA
|
+$345M |
| 4 |
AT&T
T
|
+$317M |
| 5 |
Qualcomm
QCOM
|
+$293M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Baidu
BIDU
|
+$1.41B |
| 2 |
Pinduoduo
PDD
|
+$755M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$716M |
| 4 |
AbbVie
ABBV
|
+$558M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$491M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.86% |
| 2 | Technology | 17.76% |
| 3 | Communication Services | 11.48% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Consumer Staples | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1976
BK Technologies
BKTI
$277M
| $2.96M | ﹤0.01% |
141,518
+401
| +0.3% | +$8.08K |
|
|
TEN
1977
Tsakos Energy Navigation Ltd
TEN
$1.25B
| $2.95M | ﹤0.01% |
311,220
+39,350
| +14% | +$363K |
|
1978
iShares MSCI Taiwan ETF
EWT
$11.5B
| $2.94M | ﹤0.01% |
49,100
+11,600
| +31% | +$674K |
|
|
UCB
1979
United Community Banks
UCB
$4.43B
| $2.94M | ﹤0.01% |
86,257
+55,013
| +176% | +$1.81M |
|
|
NREF
1980
NexPoint Real Estate Finance
NREF
$319M
| $2.94M | ﹤0.01% |
158,143
+30,743
| +24% | +$549K |
|
|
ALR
1981
DELISTED
AlerisLife Inc
ALR
| $2.92M | ﹤0.01% |
477,855
+43,861
| +10% | +$317K |
|
1982
Host Hotels & Resorts
HST
$15.7B
| $2.92M | ﹤0.01% |
173,265
-852,600
| -83% | -$13.3M |
|
1983
Genco Shipping & Trading
GNK
$1.15B
| $2.92M | ﹤0.01% |
289,430
+222,930
| +335% | +$2.15M |
|
1984
Vanguard S&P 500 ETF
VOO
$1.04T
| $2.91M | ﹤0.01% |
+8,000
| New | +$2.84M |
|
|
AIOS
1985
AIOS Tech
AIOS
$39M
| $2.91M | ﹤0.01% |
877
+4
| +0.5% | +$15.3K |
|
1986
Vanguard World Funds Extended Duration ETF
EDV
$3.45B
| $2.9M | ﹤0.01% |
+23,100
| New | +$3.15M |
|
1987
Mesa Laboratories
MLAB
$593M
| $2.9M | ﹤0.01% |
11,900
-2,200
| -16% | -$605K |
|
1988
LENSAR
LNSR
$101M
| $2.89M | ﹤0.01% |
398,395
-52,800
| -12% | -$412K |
|
|
CWBC
1989
Community West Bancshares
CWBC
$708M
| $2.88M | ﹤0.01% |
156,456
-5,600
| -3% | -$97.7K |
|
|
TMQ
1990
Trilogy Metals
TMQ
$646M
| $2.88M | ﹤0.01% |
1,344,100
+717,440
| +114% | +$1.56M |
|
1991
abrdn Physical Gold Shares ETF
SGOL
$7.47B
| $2.87M | ﹤0.01% |
+175,000
| New | +$3.02M |
|
|
TOUR
1992
Tuniu
TOUR
$53.2M
| $2.85M | ﹤0.01% |
82,440
-53,700
| -39% | -$1.62M |
|
|
NOVN
1993
DELISTED
Novan, Inc. Common Stock
NOVN
| $2.85M | ﹤0.01% |
+182,604
| New | +$2.75M |
|
|
VWTR
1994
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $2.85M | ﹤0.01% |
319,931
+51,331
| +19% | +$478K |
|
1995
Vanguard FTSE Pacific ETF
VPL
$8.64B
| $2.84M | ﹤0.01% |
+34,800
| New | +$2.86M |
|
1996
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
| $2.83M | ﹤0.01% |
77,800
+66,522
| +590% | +$2.41M |
|
|
PSTL
1997
Postal Realty Trust
PSTL
$696M
| $2.83M | ﹤0.01% |
164,950
+58,700
| +55% | +$959K |
|
1998
Vanguard Consumer Staples ETF
VDC
$8.04B
| $2.83M | ﹤0.01% |
+15,900
| New | +$2.73M |
|
1999
Marriott Vacations Worldwide
VAC
$4.16B
| $2.83M | ﹤0.01% |
+16,261
| New | +$2.53M |
|
|
AMK
2000
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $2.83M | ﹤0.01% |
121,300
+90,300
| +291% | +$2.18M |
|
Similar funds
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 20% 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.