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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
BLPH
3026
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$555K ﹤0.01%
178,899
-22,807
-11% -$75.7K
ELTX icon
3027
Elicio Therapeutics
ELTX
$80.6M
$554K ﹤0.01%
+19,110
New +$966K
TCRT icon
3028
Alaunos Therapeutics
TCRT
$4.79M
$554K ﹤0.01%
3,386
-6,364
-65% -$1.4M
KPTI icon
3029
Karyopharm Therapeutics
KPTI
$45.3M
$552K ﹤0.01%
5,727
-27,300
-83% -$2.72M
FXC icon
3030
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.9M
$550K ﹤0.01%
7,100
+4,400
+163% +$342K
BZH icon
3031
Beazer Homes USA
BZH
$873M
$549K ﹤0.01%
+23,628
New +$475K
UPRO icon
3032
ProShares UltraPro S&P 500
UPRO
$5.81B
$549K ﹤0.01%
+7,200
New +$498K
AWX icon
3033
Avalon Holdings
AWX
$10.4M
$547K ﹤0.01%
151,412
-4,698
-3% -$18.1K
FWRG icon
3034
First Watch Restaurant Group
FWRG
$808M
$547K ﹤0.01%
+32,612
New +$650K
WDH
3035
Waterdrop
WDH
$359M
$547K ﹤0.01%
+396,082
New +$721K
IHT
3036
InnSuites Hospitality Trust
IHT
$16.1M
$546K ﹤0.01%
250,600
-8,000
-3% -$26.3K
TRTX
3037
TPG RE Finance Trust
TRTX
$613M
$546K ﹤0.01%
44,294
+16,100
+57% +$205K
APVO icon
3038
Aptevo Therapeutics
APVO
$4.51M
– –
0
– –
OPRX icon
3039
OptimizeRx
OPRX
$160M
$540K ﹤0.01%
+8,700
New +$659K
AOA icon
3040
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
$539K ﹤0.01%
+7,400
New +$533K
RAAS
3041
DELISTED
Cloopen Group Holding Limited American Depositary Shares (each representing six (6) Class A Ordinary Shares)
RAAS
$538K ﹤0.01%
61,833
+31,694
+105% +$358K
RWAY icon
3042
Runway Growth Finance
RWAY
$290M
$536K ﹤0.01%
+41,800
New +$542K
VISL
3043
DELISTED
Vislink Technologies, Inc. Common Stock
VISL
$535K ﹤0.01%
+22,676
New +$709K
VALU icon
3044
Value Line
VALU
$343M
$534K ﹤0.01%
11,400
+280
+3% +$11.1K
MEC icon
3045
Mayville Engineering Co
MEC
$612M
$531K ﹤0.01%
35,600
-106,223
-75% -$1.75M
SLE icon
3046
Super League Enterprise
SLE
$4.38M
$531K ﹤0.01%
+23
New +$688K
QTTB icon
3047
Q32 Bio
QTTB
$453M
$531K ﹤0.01%
+8,111
New +$787K
AMTB icon
3048
Amerant Bancorp
AMTB
$1.14B
$529K ﹤0.01%
15,298
-61,002
-80% -$1.79M
LASR icon
3049
nLIGHT
LASR
$3.02B
$527K ﹤0.01%
+22,000
New +$580K
KD icon
3050
Kyndryl
KD
$2.89B
$525K ﹤0.01%
+29,000
New +$626K
120 121
122
123 124

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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.