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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
+4.73%
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
$47B
AUM Growth
+$5.54B
Cap. Flow
+$4.23B
Cap. Flow %
9.01%
Top 10 Hldgs %
9.88%
Holding
3,575
New
633
Increased
1,637
Reduced
834
Closed
438

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$405M
2
GILD icon
Gilead Sciences
GILD
+$314M
3
UNP icon
Union Pacific
UNP
+$229M
4
INTC icon
Intel
INTC
+$224M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$342M
2
SWY
SAFEWAY INC
SWY
+$210M
3
TSM icon
TSMC
TSM
+$174M
4
GSK icon
GSK
GSK
+$156M
5
JNJ icon
Johnson & Johnson
JNJ
+$149M

Sector Composition

Rank Sector Weight
1 Healthcare 13.05%
2 Technology 11.94%
3 Consumer Discretionary 11.2%
4 Industrials 10.96%
5 Consumer Staples 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYOU
2201
DELISTED
Changyou.com Limited American Depositary Share
CYOU
$1.21M ﹤0.01%
+46,900
New +$1.25M
FORTY
2202
Formula Systems
FORTY
$1.65B
$1.21M ﹤0.01%
43,300
-25,500
-37% -$593K
LZB icon
2203
La-Z-Boy
LZB
$1.68B
$1.21M ﹤0.01%
43,000
-51,600
-55% -$1.37M
GTT
2204
DELISTED
GTT Communications, Inc.
GTT
$1.21M ﹤0.01%
+64,000
New +$931K
CCU icon
2205
Compañía de Cervecerías Unidas
CCU
$2.14B
$1.21M ﹤0.01%
58,100
+17,500
+43% +$329K
TOO
2206
DELISTED
Teekay Offshore Partners L.P.
TOO
$1.21M ﹤0.01%
+57,100
New +$1.23M
CIR
2207
DELISTED
CIRCOR International, Inc
CIR
$1.2M ﹤0.01%
22,010
+12,610
+134% +$669K
TTM
2208
DELISTED
Tata Motors Limited
TTM
$1.2M ﹤0.01%
26,700
-13,100
-33% -$618K
PRTS icon
2209
CarParts.com
PRTS
$50.8M
$1.2M ﹤0.01%
55,400
+830
+2% +$20.4K
EXAC
2210
DELISTED
Exactech Inc
EXAC
$1.2M ﹤0.01%
46,900
+2,700
+6% +$62.1K
LEJU
2211
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$1.2M ﹤0.01%
+15,093
New +$1.5M
BDL icon
2212
Flanigan's Enterprises
BDL
$88.3M
$1.2M ﹤0.01%
37,500
+6,500
+21% +$217K
DSCI
2213
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
$1.2M ﹤0.01%
141,608
+125,985
+806% +$1.07M
QLGC
2214
DELISTED
QLOGIC CORP
QLGC
$1.2M ﹤0.01%
+81,100
New +$1.14M
MNRK
2215
DELISTED
MONARCH FINANCIAL HOLDINGS INC COM STK
MNRK
$1.2M ﹤0.01%
105,050
+18,150
+21% +$209K
NWY
2216
DELISTED
New York & Co Inc
NWY
$1.19M ﹤0.01%
476,600
+104,400
+28% +$242K
MHGC
2217
DELISTED
Morgans Hotel Group Co.
MHGC
$1.19M ﹤0.01%
153,624
+33,155
+28% +$250K
FGL
2218
DELISTED
Fidelity & Guaranty Life
FGL
$1.19M ﹤0.01%
+56,100
New +$1.22M
AXTI icon
2219
AXT Inc
AXTI
$5.12B
$1.19M ﹤0.01%
441,710
-9,162
-2% -$24.8K
WNRL
2220
DELISTED
Western Refining Logistics, LP
WNRL
$1.19M ﹤0.01%
+40,936
New +$1.18M
TWIN icon
2221
Twin Disc
TWIN
$349M
$1.19M ﹤0.01%
67,100
+19,300
+40% +$349K
AUTO
2222
DELISTED
AutoWeb, Inc. Common Stock
AUTO
$1.19M ﹤0.01%
80,300
+19,259
+32% +$224K
CWCO icon
2223
Consolidated Water Co
CWCO
$506M
$1.18M ﹤0.01%
115,300
-20,600
-15% -$220K
ZPIN
2224
DELISTED
Zhaopin Limited
ZPIN
$1.18M ﹤0.01%
75,200
+64,900
+630% +$1.02M
SPAN
2225
DELISTED
Span-America Medical Systems I
SPAN
$1.18M ﹤0.01%
61,000
+2,400
+4% +$43.5K
87 88
89
90 91

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Jim Simons's Q1 2015 Portfolio in Review

As of Q1 2015, Jim Simons held 3,575 positions worth $47B, up 13% from $41.4B the previous quarter. Its ten largest holdings account for 9.9% of the portfolio.

Jim Simons deployed $4.23B of net new capital in Q1 2015, opening 633 new positions and adding to 1,637 existing holdings. Its largest new stake was Amazon: 23,057,100 shares worth $429M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was McDonald's, an estimated $342M trimmed.

  • Jim Simons's largest Q1 2015 buy was Amazon: 23,057,100 shares worth $429M.
  • Jim Simons added most to Gilead Sciences in Q1 2015, an estimated $314M increase.
  • Jim Simons's biggest Q1 2015 reduction was McDonald's, cutting an estimated $342M.
  • Jim Simons fully exited SAFEWAY INC in Q1 2015, selling an estimated $210M.
  • Jim Simons's ten largest holdings make up 9.9% of its $47B portfolio in Q1 2015.
  • Jim Simons opened 633 new positions and closed 438 in Q1 2015.
  • Jim Simons's portfolio value rose 13% quarter-over-quarter to $47B.

Based on Renaissance Technologies's 13F filing for Q1 2015, filed 13 May 2015.