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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
+6.42%
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
+$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 19.55%
2 Technology 17.69%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.97%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGHT icon
2751
Sight Sciences
SGHT
$448M
$868K ﹤0.01%
+49,400
New +$1.08M
CNF
2752
CNFinance Holdings
CNF
$37.9M
$867K ﹤0.01%
+21,250
New +$1.01M
CBIO
2753
Crescent Biopharma
CBIO
$637M
$866K ﹤0.01%
6,013
+52
+0.9% +$9.44K
LSAK icon
2754
Lesaka Technologies
LSAK
$407M
$866K ﹤0.01%
162,779
-1,300
-0.8% -$6.69K
WERN icon
2755
Werner Enterprises
WERN
$2.33B
$866K ﹤0.01%
+18,163
New +$832K
AGFS
2756
DELISTED
AgroFresh Solutions Inc
AGFS
$866K ﹤0.01%
435,011
-26,100
-6% -$51.9K
VINP icon
2757
Vinci Compass Investments Ltd
VINP
$626M
$865K ﹤0.01%
80,800
-35,600
-31% -$431K
ABCM
2758
DELISTED
Abcam PLC
ABCM
$861K ﹤0.01%
36,549
-25,098
-41% -$562K
ELSE
2759
DELISTED
Electro-Sensors
ELSE
$860K ﹤0.01%
136,800
-15,900
-10% -$89.2K
VBR icon
2760
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
$858K ﹤0.01%
4,800
+700
+17% +$124K
TCDA
2761
DELISTED
Tricida, Inc. Common Stock
TCDA
$858K ﹤0.01%
89,710
-25,290
-22% -$163K
AOK icon
2762
iShares Core Conservative Allocation ETF
AOK
$794M
$856K ﹤0.01%
+21,400
New +$854K
IXN icon
2763
iShares Global Tech ETF
IXN
$9.42B
$856K ﹤0.01%
13,300
-3,100
-19% -$190K
IWL icon
2764
iShares Russell Top 200 ETF
IWL
$2.29B
$855K ﹤0.01%
7,500
+4,400
+142% +$485K
ONCT
2765
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$855K ﹤0.01%
18,827
+11,687
+164% +$786K
STXB
2766
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$855K ﹤0.01%
29,700
-49,200
-62% -$1.3M
BY icon
2767
Byline Bancorp
BY
$1.78B
$853K ﹤0.01%
31,171
-73,000
-70% -$1.93M
BSVN icon
2768
Bank7 Corp
BSVN
$498M
$851K ﹤0.01%
37,000
+9,700
+36% +$233K
GEF icon
2769
Greif
GEF
$4.97B
$851K ﹤0.01%
+14,100
New +$913K
EMLP icon
2770
First Trust North American Energy Infrastructure Fund
EMLP
$4.19B
$847K ﹤0.01%
+33,945
New +$839K
TMC icon
2771
TMC The Metals Company
TMC
$1.74B
$845K ﹤0.01%
+406,200
New +$1.23M
SIOX
2772
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$843K ﹤0.01%
653,700
-158,903
-20% -$282K
FNHC
2773
DELISTED
FedNat Holding Company Common Stock
FNHC
$842K ﹤0.01%
597,161
-15,000
-2% -$30.7K
CQQQ icon
2774
Invesco China Technology ETF
CQQQ
$3.18B
$839K ﹤0.01%
+13,500
New +$901K
OSG
2775
DELISTED
Overseas Shipholding Group Inc.
OSG
$836K ﹤0.01%
444,689
-111,951
-20% -$217K
109 110
111
112 113

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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 20% of assets, down from 21% 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.