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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 16.17%
2 Technology 14.41%
3 Consumer Discretionary 10.61%
4 Financials 10.51%
5 Real Estate 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRFT
2351
DELISTED
Perficient Inc
PRFT
$1.83M ﹤0.01%
67,005
-18,888
-22% -$498K
XLE icon
2352
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$1.83M ﹤0.01%
+55,400
New +$1.78M
AHG
2353
Akso Health Group
AHG
$1.11B
$1.83M ﹤0.01%
182,233
+18,644
+11% +$162K
BSQR
2354
DELISTED
BSQUARE Corporation
BSQR
$1.82M ﹤0.01%
934,679
-17,696
-2% -$36.7K
HOME
2355
DELISTED
At Home Group Inc.
HOME
$1.82M ﹤0.01%
+101,800
New +$2.26M
VIA
2356
DELISTED
Viacom Inc. Class A
VIA
$1.82M ﹤0.01%
56,000
+14,298
+34% +$477K
FCX icon
2357
Freeport-McMoran
FCX
$93.6B
$1.81M ﹤0.01%
140,600
-4,165,871
-97% -$50.4M
SCHF icon
2358
Schwab International Equity ETF
SCHF
$69.3B
$1.81M ﹤0.01%
+115,400
New +$1.76M
BEST
2359
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$1.8M ﹤0.01%
+17,260
New +$1.8M
IYR icon
2360
iShares US Real Estate ETF
IYR
$4.58B
$1.79M ﹤0.01%
20,600
+8,400
+69% +$695K
LARK icon
2361
Landmark Bancorp
LARK
$197M
$1.79M ﹤0.01%
110,587
+2,674
+2% +$44.9K
LFCR icon
2362
Lifecore Biomedical
LFCR
$179M
$1.79M ﹤0.01%
145,637
+10,400
+8% +$127K
VVUS
2363
DELISTED
Vivus Inc
VVUS
$1.79M ﹤0.01%
425,795
-218,680
-34% -$975K
GNC
2364
DELISTED
GNC Holdings, Inc.
GNC
$1.78M ﹤0.01%
653,999
+429,666
+192% +$1.21M
CVR icon
2365
Chicago Rivet & Machine Co
CVR
$9.98M
$1.78M ﹤0.01%
63,184
+684
+1% +$19.9K
SAFE
2366
DELISTED
Safehold Inc.
SAFE
$1.78M ﹤0.01%
81,805
+29,300
+56% +$549K
CNVS icon
2367
Cineverse
CNVS
$68.2M
$1.78M ﹤0.01%
46,882
+4,190
+10% +$105K
CNXN icon
2368
PC Connection
CNXN
$2.04B
$1.78M ﹤0.01%
48,600
+20,900
+75% +$751K
SPTL icon
2369
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
$1.78M ﹤0.01%
+48,900
New +$1.71M
ZAGG
2370
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$1.77M ﹤0.01%
195,600
+90,700
+86% +$994K
MSBF
2371
DELISTED
MSB Financial Corp.
MSBF
$1.77M ﹤0.01%
98,777
-123
-0.1% -$2.21K
SFBS
2372
ServisFirst Bancshares
SFBS
$5B
$1.77M ﹤0.01%
+52,500
New +$1.79M
HK
2373
DELISTED
Halcon Resources Corporation
HK
$1.77M ﹤0.01%
+1,310,200
New +$2.12M
PLX icon
2374
Protalix BioTherapeutics
PLX
$190M
$1.77M ﹤0.01%
401,771
+31,474
+8% +$142K
STRT icon
2375
STRATTEC Security
STRT
$338M
$1.77M ﹤0.01%
60,165
+1,300
+2% +$41.3K
93 94
95
96 97

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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 16% of assets, up from 15% a quarter earlier, followed by Technology and Consumer Discretionary.

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.