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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
ESGD icon
2801
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$810K ﹤0.01%
10,200
-12,000
-54% -$955K
APRE icon
2802
Aprea Therapeutics
APRE
$8.42M
$809K ﹤0.01%
+14,096
New +$1.25M
MSN icon
2803
Emerson Radio
MSN
$7.91M
$809K ﹤0.01%
998,414
-17,974
-2% -$18.8K
ABB
2804
DELISTED
ABB Ltd
ABB
$809K ﹤0.01%
+21,200
New +$744K
CNX icon
2805
CNX Resources
CNX
$5.28B
$808K ﹤0.01%
58,729
-442,309
-88% -$6.22M
RNGR icon
2806
Ranger Energy Services
RNGR
$407M
$808K ﹤0.01%
78,690
-5,099
-6% -$51.8K
TMF icon
2807
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.12B
$808K ﹤0.01%
+2,870
New +$802K
AAIC
2808
DELISTED
Arlington Asset Investment Corp.
AAIC
$808K ﹤0.01%
230,949
-48,775
-17% -$182K
EJH icon
2809
E-Home Household Service Holdings
EJH
$5.57M
– –
0
– –
BAB icon
2810
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$802K ﹤0.01%
+24,325
New +$803K
EPI icon
2811
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$799K ﹤0.01%
21,900
-52,200
-70% -$1.95M
SDPI
2812
DELISTED
Superior Drilling Products Inc.
SDPI
$799K ﹤0.01%
1,094,130
+983,900
+893% +$1.03M
VERX icon
2813
Vertex
VERX
$2.06B
$797K ﹤0.01%
50,200
+18,700
+59% +$354K
RENT
2814
Rent the Runway
RENT
$119M
$796K ﹤0.01%
+4,883
New +$1.3M
MTTR
2815
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$795K ﹤0.01%
38,500
-239,400
-86% -$5.48M
AJRD
2816
DELISTED
Aerojet Rocketdyne Holdings
AJRD
$795K ﹤0.01%
+17,000
New +$748K
XT icon
2817
iShares Future Exponential Technologies ETF
XT
$3.99B
$793K ﹤0.01%
11,998
+6,098
+103% +$397K
DDM icon
2818
ProShares Ultra Dow30
DDM
$542M
$792K ﹤0.01%
19,800
+11,004
+125% +$421K
XPEL icon
2819
XPEL
XPEL
$1.38B
$792K ﹤0.01%
11,600
+4,900
+73% +$353K
SILJ icon
2820
Amplify Junior Silver Miners ETF
SILJ
$3.95B
$791K ﹤0.01%
63,400
+6,100
+11% +$78.8K
OCC icon
2821
Optical Cable Corp
OCC
$157M
$790K ﹤0.01%
147,103
-800
-0.5% -$3.52K
GROW icon
2822
US Global Investors
GROW
$39.4M
$786K ﹤0.01%
178,615
+72,100
+68% +$404K
IXJ icon
2823
iShares Global Healthcare ETF
IXJ
$4.2B
$786K ﹤0.01%
8,700
+1,900
+28% +$164K
DBEF icon
2824
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.43B
$785K ﹤0.01%
20,000
-29,100
-59% -$1.13M
PSK icon
2825
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
$785K ﹤0.01%
+18,300
New +$783K
111 112
113
114 115

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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.