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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
CALB
2826
DELISTED
California BanCorp Common Stock
CALB
$785K ﹤0.01%
36,985
-5,900
-14% -$111K
AMPG icon
2827
AmpliTech
AMPG
$101M
$784K ﹤0.01%
198,900
+82,408
+71% +$313K
BWX icon
2828
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
$784K ﹤0.01%
27,716
+2,013
+8% +$57.2K
BSJM
2829
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$778K ﹤0.01%
+33,500
New +$777K
ARGO
2830
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$777K ﹤0.01%
13,365
-46,000
-77% -$2.59M
VTSI icon
2831
VirTra
VTSI
$36.5M
$776K ﹤0.01%
110,900
+90,900
+455% +$723K
COFS icon
2832
Choiceone Financial
COFS
$514M
$775K ﹤0.01%
29,239
+858
+3% +$21.8K
ZYXI
2833
DELISTED
Zynex
ZYXI
$775K ﹤0.01%
+85,534
New +$949K
AOS icon
2834
A.O. Smith
AOS
$8.45B
$773K ﹤0.01%
9,000
-309,700
-97% -$23.6M
PRSO icon
2835
Peraso
PRSO
$10.3M
$773K ﹤0.01%
+4,603
New +$935K
BMTX
2836
DELISTED
BM Technologies, Inc.
BMTX
$772K ﹤0.01%
83,845
+2,445
+3% +$24.4K
ATTO
2837
DELISTED
Atento S.A.
ATTO
$772K ﹤0.01%
30,223
-17,300
-36% -$435K
ZGNX
2838
DELISTED
Zogenix, Inc.
ZGNX
$772K ﹤0.01%
47,500
-23,687
-33% -$347K
SCHC icon
2839
Schwab International Small-Cap Equity ETF
SCHC
$5.71B
$771K ﹤0.01%
18,837
-27,363
-59% -$1.14M
SWKH
2840
DELISTED
SWK Holdings
SWKH
$771K ﹤0.01%
49,597
-13,773
-22% -$208K
PCY icon
2841
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$769K ﹤0.01%
+29,200
New +$772K
SBDS
2842
DELISTED
Solo Brands Inc
SBDS
$769K ﹤0.01%
+1,230
New +$845K
CBAT icon
2843
CBAK Energy Technology Ltd
CBAT
$64.1M
$768K ﹤0.01%
492,040
-147,588
-23% -$305K
CRGY icon
2844
Crescent Energy
CRGY
$4.03B
$768K ﹤0.01%
+60,597
New +$837K
NNBR icon
2845
NN Inc
NNBR
$322M
$767K ﹤0.01%
186,990
+55,060
+42% +$270K
AIA icon
2846
iShares Asia 50 ETF
AIA
$5.06B
$766K ﹤0.01%
+10,000
New +$790K
FL
2847
DELISTED
Foot Locker
FL
$764K ﹤0.01%
17,500
-269,000
-94% -$12.8M
SBET icon
2848
Sharplink Inc
SBET
$1.36B
$764K ﹤0.01%
2,403
+2,185
+1,002% +$887K
CLVR
2849
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
$764K ﹤0.01%
+8,220
New +$1.37M
IJK icon
2850
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
$759K ﹤0.01%
8,900
+3,300
+59% +$277K
112 113
114
115 116

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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.