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Jim Simons Renaissance Technologies
AUM
$73.4B
Turnover
30.34%
1-Year Est. Return
32.8%
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
+30.27%
1 Year Est. Return
+32.8%
3 Year Est. Return
+177.41%
5 Year Est. Return
+184.82%
10 Year Est. Return
+833.33%
AUM
$116B
AUM Growth
+$12.9B
(+13%)
Cap. Flow
-$8.24B
Cap. Flow % of AUM
Cap. Flow %
-7.11%
Top 10 Holdings %
Top 10 Hldgs %
14.35%
Holding
3,987
New
583
Increased
1,418
Reduced
1,365
Closed
596
Avg Time Held
2.7
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoom
ZM
|
+$806M |
| 2 |
AbbVie
ABBV
|
+$481M |
| 3 |
T-Mobile US
TMUS
|
+$464M |
| 4 |
Kroger
KR
|
+$430M |
| 5 |
Baidu
BIDU
|
+$423M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.35B |
| 2 |
AGN
Allergan plc
AGN
|
+$1.26B |
| 3 |
Sprint Corporation
S
|
+$675M |
| 4 |
Amgen
AMGN
|
+$488M |
| 5 |
Humana
HUM
|
+$450M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 23.76% |
| 2 | Technology | 16.41% |
| 3 | Consumer Staples | 10.58% |
| 4 | Consumer Discretionary | 10.12% |
| 5 | Communication Services | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Bristol-Myers Squibb
BMY
$130B
| $2.56B | 2.21% |
43,497,131
-22,494,980
| -34% | -$1.35B |
2016 Q2
16 quarters
|
|
2
Novo Nordisk
NVO
$184B
| $1.88B | 1.62% |
57,419,662
+1,699,210
| +3% | +$54.2M |
2013 Q2
28 quarters
|
|
|
3
AbbVie
ABBV
$521B
| $1.87B | 1.61% |
19,021,869
+5,466,020
| +40% | +$481M |
2018 Q1
9 quarters
|
|
|
4
Zoom
ZM
$29.1B
| $1.84B | 1.59% |
7,256,035
+4,478,495
| +161% | +$806M |
2020 Q1
1 quarter
|
|
5
Chipotle Mexican Grill
CMG
$44.6B
| $1.7B | 1.47% |
80,717,100
-11,245,000
| -12% | -$208M |
2016 Q4
14 quarters
|
|
6
Vertex Pharmaceuticals
VRTX
$137B
| $1.68B | 1.45% |
5,781,332
-1,078,350
| -16% | -$292M |
2017 Q1
13 quarters
|
|
7
VeriSign
VRSN
$28.1B
| $1.51B | 1.31% |
7,310,690
-794,600
| -10% | -$165M |
2013 Q2
28 quarters
|
|
8
Atlassian
TEAM
$38B
| $1.23B | 1.06% |
6,835,013
+400,989
| +6% | +$66.6M |
2016 Q2
16 quarters
|
|
9
Tesla
TSLA
$1.54T
| $1.2B | 1.03% |
16,603,590
+5,091,000
| +44% | +$275M |
2018 Q4
6 quarters
|
|
|
10
Baidu
BIDU
$26.6B
| $1.16B | 1% |
9,663,857
+3,953,814
| +69% | +$423M |
2019 Q3
3 quarters
|
|
11
Palo Alto Networks
PANW
$264B
| $1.15B | 0.99% |
29,941,512
-2,574,594
| -8% | -$90.7M |
2015 Q2
20 quarters
|
|
12
Biogen
BIIB
$37.5B
| $1.05B | 0.9% |
3,905,922
-567,990
| -13% | -$171M |
2018 Q1
9 quarters
|
|
13
Pinduoduo
PDD
$112B
| $957M | 0.83% |
11,150,680
+3,279,206
| +42% | +$197M |
2019 Q2
4 quarters
|
|
14
Target
TGT
$73.3B
| $945M | 0.82% |
7,880,897
+871,738
| +12% | +$99.5M |
2019 Q1
5 quarters
|
|
15
Walmart Inc
WMT
$1.02T
| $929M | 0.8% |
23,272,842
-6,133,800
| -21% | -$252M |
2018 Q4
6 quarters
|
|
|
16
Humana
HUM
$54B
| $902M | 0.78% |
2,327,242
-1,201,900
| -34% | -$450M |
2015 Q2
20 quarters
|
|
17
Monster Beverage
MNST
$90.9B
| $895M | 0.77% |
51,630,360
-2,796,008
| -5% | -$45.6M |
2014 Q1
25 quarters
|
|
|
18
Kroger
KR
$41.8B
| $887M | 0.77% |
26,212,088
+13,242,785
| +102% | +$430M |
2019 Q2
4 quarters
|
|
19
GSK
GSK
$101B
| $838M | 0.72% |
16,441,003
-2,020,160
| -11% | -$104M |
2013 Q2
28 quarters
|
|
20
Fortinet
FTNT
$93.5B
| $820M | 0.71% |
29,868,435
-453,505
| -1% | -$11.4M |
2015 Q3
19 quarters
|
|
21
Newmont
NEM
$118B
| $794M | 0.69% |
12,856,785
+903,598
| +8% | +$53.5M |
2017 Q3
11 quarters
|
|
22
Franco-Nevada
FNV
$47.7B
| $792M | 0.68% |
5,672,083
+767,265
| +16% | +$102M |
2014 Q1
25 quarters
|
|
23
Novartis
NVS
$303B
| $724M | 0.63% |
8,294,608
-196,800
| -2% | -$17M |
2013 Q3
27 quarters
|
|
24
Barrick Mining
B
$61.2B
| $722M | 0.62% |
26,806,209
+1,673,938
| +7% | +$41.8M |
2014 Q2
24 quarters
|
|
25
eBay
EBAY
$53.1B
| $697M | 0.6% |
13,279,334
+789,463
| +6% | +$33.4M |
2019 Q1
5 quarters
|
|
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Jim Simons's Q2 2020 Portfolio in Review
As of Q2 2020, Jim Simons held 3,987 positions worth $116B, up 13% from $103B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Jim Simons withdrew a net $8.24B in Q2 2020, closing 596 positions and reducing 1,365 holdings. Its most notable exit was Allergan plc, an estimated $1.26B position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 24% of assets, down from 26% a quarter earlier, followed by Technology and Consumer Staples.
Against the trend, Jim Simons opened a new position in Uber worth $187M.
- Jim Simons's largest Q2 2020 buy was Uber: 6,030,316 shares worth $187M.
- Jim Simons added most to Zoom in Q2 2020, an estimated $806M increase.
- Jim Simons's biggest Q2 2020 reduction was Bristol-Myers Squibb, cutting an estimated $1.35B.
- Jim Simons fully exited Allergan plc in Q2 2020, selling an estimated $1.26B.
- Jim Simons's ten largest holdings make up 14% of its $116B portfolio in Q2 2020.
- Jim Simons opened 583 new positions and closed 596 in Q2 2020.
- Jim Simons's portfolio value rose 13% quarter-over-quarter to $116B.
Based on Renaissance Technologies's 13F filing for Q2 2020, filed 13 Aug 2020.