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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
+9.73%
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
$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 19.86%
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
NWG icon
2226
NatWest
NWG
$76B
$2.01M ﹤0.01%
+346,934
New +$1.79M
VYGR icon
2227
Voyager Therapeutics
VYGR
$201M
$2M ﹤0.01%
425,401
-404,858
-49% -$2.76M
GATX icon
2228
GATX Corp
GATX
$6.38B
$2M ﹤0.01%
+21,600
New +$2.01M
LCUT icon
2229
Lifetime Brands
LCUT
$226M
$2M ﹤0.01%
136,200
-15,900
-10% -$230K
STZ.B
2230
DELISTED
CONSTELLATION BRANDS, INC. CLASS B
STZ.B
$2M ﹤0.01%
8,700
-800
-8% -$181K
DAY
2231
DELISTED
Dayforce
DAY
$1.99M ﹤0.01%
23,600
+18,000
+321% +$1.68M
PCEF icon
2232
Invesco CEF Income Composite ETF
PCEF
$820M
$1.99M ﹤0.01%
85,400
+37,835
+80% +$859K
HTBK
2233
DELISTED
Heritage Commerce
HTBK
$1.98M ﹤0.01%
162,362
-245,300
-60% -$2.45M
TCON
2234
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$1.98M ﹤0.01%
12,030
+3,575
+42% +$688K
IJS icon
2235
iShares S&P Small-Cap 600 Value ETF
IJS
$8.45B
$1.98M ﹤0.01%
+19,600
New +$1.86M
CLPR
2236
Clipper Realty
CLPR
$54M
$1.97M ﹤0.01%
249,057
-14,700
-6% -$114K
WTT
2237
DELISTED
Wireless Telecom Group, Inc.
WTT
$1.97M ﹤0.01%
1,159,574
+37,191
+3% +$73.6K
GEG icon
2238
Great Elm Group
GEG
$67.7M
$1.97M ﹤0.01%
806,806
-51,044
-6% -$147K
THRM icon
2239
Gentherm
THRM
$1.35B
$1.97M ﹤0.01%
26,564
-33,136
-56% -$2.35M
PLOW icon
2240
Douglas Dynamics
PLOW
$976M
$1.97M ﹤0.01%
+42,600
New +$1.96M
ALYA
2241
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$1.97M ﹤0.01%
808,832
-18,500
-2% -$45.4K
GRVY
2242
GRAVITY
GRVY
$489M
$1.96M ﹤0.01%
+17,076
New +$2.65M
GROW icon
2243
US Global Investors
GROW
$39.4M
$1.96M ﹤0.01%
281,251
-13,465
-5% -$88.9K
RDGT
2244
Ridgetech Inc
RDGT
$3.01M
$1.96M ﹤0.01%
49
+13
+36% +$541K
AMG icon
2245
Affiliated Managers Group
AMG
$9.89B
$1.95M ﹤0.01%
13,114
-67,086
-84% -$8.77M
ITCL
2246
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$1.95M ﹤0.01%
333,200
+20,800
+7% +$114K
IJT icon
2247
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.48B
$1.95M ﹤0.01%
+15,186
New +$1.93M
HLX icon
2248
Helix Energy Solutions
HLX
$1.54B
$1.95M ﹤0.01%
+385,427
New +$1.92M
KZR
2249
DELISTED
Kezar Life Sciences
KZR
$1.94M ﹤0.01%
32,612
-2,380
-7% -$139K
MIND icon
2250
MIND Technology
MIND
$43M
$1.94M ﹤0.01%
86,406
+23,800
+38% +$558K
88 89
90
91 92

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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 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.