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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
+6.42%
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
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.47%
2 Technology 17.63%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.89%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARE icon
251
Alexandria Real Estate Equities
ARE
$8.28B
$67.2M 0.08%
301,400
+265,400
+737% +$54.9M
ZBRA icon
252
Zebra Technologies
ZBRA
$18.1B
$67M 0.08%
112,631
+51,800
+85% +$29.4M
RGLD icon
253
Royal Gold
RGLD
$19.8B
$66.9M 0.08%
636,269
+58,027
+10% +$5.85M
A icon
254
Agilent Technologies
A
$42.2B
$66.9M 0.08%
419,300
+234,400
+127% +$36.5M
CSGP icon
255
CoStar Group
CSGP
$12.6B
$66.4M 0.08%
+839,680
New +$70.5M
AGI icon
256
Alamos Gold
AGI
$14B
$66.1M 0.08%
8,598,020
+114,049
+1% +$881K
JNJ icon
257
Johnson & Johnson
JNJ
$626B
$66.1M 0.08%
386,400
-2,658,100
-87% -$435M
IRT icon
258
Independence Realty Trust
IRT
$3.93B
$66.1M 0.08%
2,557,541
-314,800
-11% -$7.45M
SNPS icon
259
Synopsys
SNPS
$78.7B
$65.6M 0.08%
178,134
+46,700
+36% +$15.7M
PPL
260
PPL Corp
PPL
$26.5B
$65.6M 0.08%
2,180,900
+1,060,200
+95% +$30.6M
WOLF icon
261
Wolfspeed
WOLF
$1.57B
$65.2M 0.08%
583,442
+62,172
+12% +$6.93M
PRGS icon
262
Progress Software
PRGS
$1.77B
$65M 0.08%
1,346,581
-259,709
-16% -$12.9M
EVTC icon
263
Evertec
EVTC
$1.76B
$64.2M 0.08%
1,283,591
-30,035
-2% -$1.39M
ERIC icon
264
Ericsson
ERIC
$33B
$64.1M 0.08%
5,896,400
+1,806,100
+44% +$19.7M
CHD icon
265
Church & Dwight Co
CHD
$24.4B
$64M 0.08%
624,053
+27,960
+5% +$2.54M
FTDR icon
266
Frontdoor
FTDR
$5.76B
$63.5M 0.08%
1,733,418
+124,700
+8% +$4.73M
MZTI
267
The Marzetti Company
MZTI
$3.15B
$63.2M 0.08%
381,363
-24,500
-6% -$4.01M
CHTR icon
268
Charter Communications
CHTR
$18.8B
$62.7M 0.08%
+96,200
New +$65.5M
SJR
269
DELISTED
Shaw Communications Inc.
SJR
$62.5M 0.08%
2,061,634
-43,866
-2% -$1.28M
PRKS icon
270
United Parks & Resorts
PRKS
$2B
$62.4M 0.08%
962,800
+183,600
+24% +$11.5M
VLO icon
271
Valero Energy
VLO
$93.3B
$62.3M 0.08%
829,503
+455,915
+122% +$34M
CSR
272
Centerspace
CSR
$920M
$62.1M 0.08%
559,884
-19,248
-3% -$1.99M
COO icon
273
Cooper Companies
COO
$15B
$62.1M 0.08%
592,792
+62,400
+12% +$6.36M
RDS.B
274
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$61.6M 0.08%
1,421,666
+308,739
+28% +$13.9M
PAYC icon
275
Paycom
PAYC
$9.57B
$61.6M 0.08%
148,350
+104,200
+236% +$49.3M
9 10
11
12 13

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.