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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 20.81%
2 Technology 16.67%
3 Consumer Discretionary 11.17%
4 Communication Services 10.86%
5 Consumer Staples 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FEED
2926
ENvue Medical Inc
FEED
$3.54M
$392K ﹤0.01%
+233
New +$381K
PSHG icon
2927
Performance Shipping
PSHG
$21.8M
$392K ﹤0.01%
5,719
+542
+10% +$42.5K
SINT icon
2928
SiNtx Technologies
SINT
$10.9M
$392K ﹤0.01%
12
+11
+1,100% +$398K
JOB icon
2929
GEE Group
JOB
$22.2M
$391K ﹤0.01%
392,336
+97,900
+33% +$98.7K
SKYY icon
2930
First Trust Cloud Computing ETF
SKYY
$3.38B
$390K ﹤0.01%
+4,100
New +$354K
GTN.A icon
2931
Gray Media Inc
GTN.A
$612M
$389K ﹤0.01%
23,300
+100
+0.4% +$1.4K
XIN
2932
DELISTED
Xinyuan Real Estate
XIN
$389K ﹤0.01%
17,700
-2,520
-12% -$54.5K
SRL icon
2933
Scully Royalty
SRL
$90.9M
$388K ﹤0.01%
78,370
+100
+0.1% +$448
MNTX
2934
DELISTED
Manitex International, Inc.
MNTX
$388K ﹤0.01%
75,140
+23,300
+45% +$106K
SYRE icon
2935
Spyre Therapeutics
SYRE
$8.98B
$387K ﹤0.01%
1,968
-11,922
-86% -$2.47M
OPRT icon
2936
Oportun Financial
OPRT
$346M
$385K ﹤0.01%
+19,900
New +$325K
CURI icon
2937
CuriosityStream
CURI
$237M
$384K ﹤0.01%
+27,500
New +$280K
ALC icon
2938
Alcon
ALC
$35.5B
$383K ﹤0.01%
+5,800
New +$363K
IWB icon
2939
iShares Russell 1000 ETF
IWB
$50.5B
$381K ﹤0.01%
1,800
-900
-33% -$180K
TRIL
2940
DELISTED
Trillium Therapeutics Inc.
TRIL
$381K ﹤0.01%
26,000
-162,257
-86% -$2.34M
CTOS icon
2941
Custom Truck One Source
CTOS
$2.46B
$380K ﹤0.01%
51,600
+32,745
+174% +$166K
TRMT
2942
DELISTED
Tremont Mortgage Trust Common Shares of Beneficial Interest
TRMT
$380K ﹤0.01%
+100,200
New +$372K
IEUR icon
2943
iShares Core MSCI Europe ETF
IEUR
$9.15B
$379K ﹤0.01%
7,400
-15,500
-68% -$744K
VXF icon
2944
Vanguard Extended Market ETF
VXF
$32.3B
$379K ﹤0.01%
2,300
-9,800
-81% -$1.45M
BXC icon
2945
BlueLinx
BXC
$701M
$376K ﹤0.01%
+12,845
New +$328K
ESQ icon
2946
Esquire Financial Holdings
ESQ
$1.61B
$376K ﹤0.01%
19,600
+200
+1% +$3.58K
RPG icon
2947
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$375K ﹤0.01%
11,500
-3,500
-23% -$107K
TRTN
2948
DELISTED
Triton International Limited
TRTN
$374K ﹤0.01%
+7,706
New +$326K
RKTO
2949
Rocket One Inc
RKTO
$19.3M
$373K ﹤0.01%
6,288
+3,120
+98% +$138K
ITOT icon
2950
iShares Core S&P Total US Stock Market ETF
ITOT
$98.5B
$371K ﹤0.01%
4,300
-4,500
-51% -$364K
116 117
118
119 120

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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.