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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
+22.71%
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
$92.1B
AUM Growth
-$8.06B
Cap. Flow
-$21.6B
Cap. Flow %
-23.45%
Top 10 Hldgs %
13.27%
Holding
3,901
New
565
Increased
1,134
Reduced
1,622
Closed
555

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$537M
2
PTON icon
Peloton Interactive
PTON
+$373M
3
AMZN icon
Amazon
AMZN
+$306M
4
SPGI icon
S&P Global
SPGI
+$244M
5
WORK
Slack Technologies, Inc.
WORK
+$232M

Top Sells

Rank Stock Value
1
ZM icon
Zoom
ZM
+$1.27B
2
BMY icon
Bristol-Myers Squibb
BMY
+$744M
3
CMG icon
Chipotle Mexican Grill
CMG
+$716M
4
ABBV icon
AbbVie
ABBV
+$712M
5
PDD icon
Pinduoduo
PDD
+$542M

Sector Composition

Rank Sector Weight
1 Healthcare 21.2%
2 Technology 16.96%
3 Consumer Discretionary 11.43%
4 Communication Services 11.19%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
2651
Vanguard Morningstar Growth ETF
VUG
$231B
$735K ﹤0.01%
17,400
-54,600
-76% -$2.18M
ATCX
2652
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$735K ﹤0.01%
+104,600
New +$742K
CARE icon
2653
Carter Bankshares
CARE
$761M
$734K ﹤0.01%
+68,500
New +$582K
MEI icon
2654
Methode Electronics
MEI
$607M
$727K ﹤0.01%
19,000
-122,380
-87% -$4.18M
PINE
2655
Alpine Income Property Trust
PINE
$349M
$727K ﹤0.01%
+48,492
New +$730K
UFAB
2656
DELISTED
Unique Fabricating, Inc.
UFAB
$727K ﹤0.01%
132,277
+32,000
+32% +$139K
SLYG icon
2657
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.25B
$726K ﹤0.01%
+9,500
New +$648K
ITRM
2658
DELISTED
Iterum Therapeutics
ITRM
$725K ﹤0.01%
+48,860
New +$572K
YARW
2659
Yarrow Bioscience, Inc. Common Stock
YARW
$112M
$725K ﹤0.01%
+127
New +$798K
AUTL
2660
Autolus Therapeutics
AUTL
$548M
$724K ﹤0.01%
80,956
+27,300
+51% +$291K
TLSA icon
2661
Tiziana Life Sciences
TLSA
$139M
$724K ﹤0.01%
358,348
+133,700
+60% +$423K
ECOL
2662
DELISTED
US Ecology, Inc.
ECOL
$724K ﹤0.01%
19,930
-14,846
-43% -$514K
PTGX icon
2663
Protagonist Therapeutics
PTGX
$9.88B
$722K ﹤0.01%
35,797
-300,903
-89% -$6.48M
HEPA
2664
DELISTED
Hepion Pharmaceuticals
HEPA
$721K ﹤0.01%
+329
New +$853K
PRG icon
2665
PROG Holdings
PRG
$1.71B
$720K ﹤0.01%
+13,361
New +$689K
URTH icon
2666
iShares MSCI World ETF
URTH
$8.39B
$719K ﹤0.01%
+6,400
New +$679K
CWBR
2667
DELISTED
CohBar, Inc. Common Stock
CWBR
$719K ﹤0.01%
17,881
+10,642
+147% +$360K
CNVS icon
2668
Cineverse
CNVS
$69.4M
$718K ﹤0.01%
55,640
+50,702
+1,027% +$617K
SITC icon
2669
SITE Centers
SITC
$157M
$716K ﹤0.01%
90,692
-194,185
-68% -$1.36M
CEVA icon
2670
CEVA Inc
CEVA
$911M
$714K ﹤0.01%
15,700
-184,500
-92% -$7.57M
KROS icon
2671
Keros Therapeutics
KROS
$201M
$712K ﹤0.01%
10,100
-7,600
-43% -$479K
JETS icon
2672
US Global Jets ETF
JETS
$830M
$707K ﹤0.01%
+31,600
New +$637K
XLRE icon
2673
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.67B
$706K ﹤0.01%
+19,300
New +$700K
TCDA
2674
DELISTED
Tricida, Inc. Common Stock
TCDA
$704K ﹤0.01%
+99,879
New +$766K
ICBK
2675
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$700K ﹤0.01%
31,695
-6,500
-17% -$134K
105 106
107
108 109

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Jim Simons's Q4 2020 Portfolio in Review

As of Q4 2020, Jim Simons held 3,901 positions worth $92.1B, down 8% from $100B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $21.6B in Q4 2020, closing 555 positions and reducing 1,622 holdings. Its most notable exit was Charter Communications, an estimated $341M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in NVIDIA worth $524M.

  • Jim Simons's largest Q4 2020 buy was NVIDIA: 40,123,720 shares worth $524M.
  • Jim Simons added most to Amazon in Q4 2020, an estimated $306M increase.
  • Jim Simons's biggest Q4 2020 reduction was Zoom, cutting an estimated $1.27B.
  • Jim Simons fully exited Charter Communications in Q4 2020, selling an estimated $341M.
  • Jim Simons's ten largest holdings make up 13% of its $92.1B portfolio in Q4 2020.
  • Jim Simons opened 565 new positions and closed 555 in Q4 2020.
  • Jim Simons's portfolio value fell 8% quarter-over-quarter to $92.1B.

Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.