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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
BINI
2951
DELISTED
Bollinger Innovations
BINI
– –
0
– –
ODT
2952
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$371K ﹤0.01%
19,320
-15,280
-44% -$236K
BSCM
2953
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
$370K ﹤0.01%
17,000
-42,068
-71% -$918K
ALDX icon
2954
Aldeyra Therapeutics
ALDX
$91.7M
$369K ﹤0.01%
+53,800
New +$378K
CEPU
2955
Central Puerto
CEPU
$1.99B
$368K ﹤0.01%
+136,291
New +$336K
SCHH icon
2956
Schwab US REIT ETF
SCHH
$11.4B
$368K ﹤0.01%
+19,400
New +$359K
BOSC icon
2957
Better Online Solutions
BOSC
$31.8M
$367K ﹤0.01%
161,643
+2,800
+2% +$7.21K
HGV icon
2958
Hilton Grand Vacations
HGV
$3.49B
$367K ﹤0.01%
+11,700
New +$306K
PLBC icon
2959
Plumas Bancorp
PLBC
$439M
$367K ﹤0.01%
+15,600
New +$349K
NWPX icon
2960
NWPX Infrastructure Inc
NWPX
$1.1B
$365K ﹤0.01%
12,900
-21,600
-63% -$612K
SID icon
2961
Companhia Siderúrgica Nacional
SID
$1.19B
$365K ﹤0.01%
+61,400
New +$262K
CBMB
2962
DELISTED
CBM Bancorp, Inc.
CBMB
$365K ﹤0.01%
27,505
– –
COGT icon
2963
Cogent Biosciences
COGT
$6.76B
$364K ﹤0.01%
32,445
-54,822
-63% -$602K
DJCO icon
2964
Daily Journal
DJCO
$828M
$364K ﹤0.01%
900
-500
-36% -$142K
SILJ icon
2965
Amplify Junior Silver Miners ETF
SILJ
$3.89B
$364K ﹤0.01%
22,300
-40,480
-64% -$590K
JXG
2966
JX Luxventure
JXG
$85.6M
$364K ﹤0.01%
206
+97
+89% +$145K
BELFA icon
2967
Bel Fuse Inc Class A
BELFA
$3.4B
$360K ﹤0.01%
27,100
+1,300
+5% +$16.8K
BMA icon
2968
Banco Macro
BMA
$5.1B
$360K ﹤0.01%
+23,121
New +$343K
CRNX icon
2969
Crinetics Pharmaceuticals
CRNX
$8.96B
$360K ﹤0.01%
+25,500
New +$355K
GLMD icon
2970
Galmed Pharmaceuticals
GLMD
$4.63M
$360K ﹤0.01%
643
+453
+238% +$283K
PPBI
2971
DELISTED
Pacific Premier Bancorp
PPBI
$360K ﹤0.01%
11,498
-98,280
-90% -$2.73M
SCHD icon
2972
Schwab US Dividend Equity ETF
SCHD
$108B
$359K ﹤0.01%
+16,800
New +$341K
UMBF icon
2973
UMB Financial
UMBF
$11.4B
$359K ﹤0.01%
5,200
-46,156
-90% -$2.96M
FWP
2974
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$357K ﹤0.01%
50,755
+17,796
+54% +$120K
DJP icon
2975
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
$355K ﹤0.01%
+16,200
New +$333K
117 118
119
120 121

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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.