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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
MSON
3051
DELISTED
Misonix Inc
MSON
$286K ﹤0.01%
22,900
-18,007
-44% -$227K
AVTX icon
3052
Avalo Therapeutics
AVTX
$1.04B
$284K ﹤0.01%
37
-32
-46% -$222K
AXIA.PR
3053
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$282K ﹤0.01%
50,261
+2,147
+4% +$10.6K
MG icon
3054
Mistras Group
MG
$584M
$282K ﹤0.01%
36,400
-43,038
-54% -$224K
DEM icon
3055
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$280K ﹤0.01%
6,800
-1,800
-21% -$69K
MGC icon
3056
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$280K ﹤0.01%
+2,100
New +$266K
PHAS
3057
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
$280K ﹤0.01%
+83,400
New +$299K
SDEV
3058
Stablecoin Development Corp
SDEV
$50.6M
$279K ﹤0.01%
65
-35
-35% -$143K
YHGJ icon
3059
Yunhong Green CTI Ltd
YHGJ
$8.87M
$277K ﹤0.01%
16,127
-3,090
-16% -$58.2K
XOMA
3060
DELISTED
Xoma
XOMA
$276K ﹤0.01%
6,265
-25,435
-80% -$767K
MNDO icon
3061
Mind CTI
MNDO
$20.6M
$275K ﹤0.01%
106,034
+40,334
+61% +$97.2K
WOW
3062
DELISTED
WideOpenWest
WOW
$273K ﹤0.01%
+25,600
New +$183K
XLK icon
3063
State Street Technology Select Sector SPDR ETF
XLK
$125B
$273K ﹤0.01%
+4,200
New +$256K
RMBI icon
3064
Richmond Mutual Bancorp
RMBI
$256M
$272K ﹤0.01%
+19,942
New +$244K
BPTH
3065
DELISTED
Bio-Path Holdings Inc
BPTH
$272K ﹤0.01%
3,879
+824
+27% +$61.8K
REPX icon
3066
Riley Exploration Permian
REPX
$786M
$271K ﹤0.01%
18,182
+950
+6% +$12K
SRAX
3067
DELISTED
SRAX, Inc. Class A Common Stock
SRAX
$270K ﹤0.01%
+86,900
New +$231K
SCKT icon
3068
Socket Mobile
SCKT
$11.2M
$268K ﹤0.01%
112,600
+40,422
+56% +$92.3K
BBGI icon
3069
Beasley Broadcasting Group
BBGI
$44.7M
$266K ﹤0.01%
8,933
-2,446
-21% -$69.7K
CBNK icon
3070
Capital Bancorp
CBNK
$616M
$266K ﹤0.01%
+19,100
New +$222K
NP
3071
DELISTED
Neenah, Inc. Common Stock
NP
$266K ﹤0.01%
4,800
-81,200
-94% -$3.73M
BSCL
3072
DELISTED
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
$266K ﹤0.01%
+12,518
New +$266K
AIFA
3073
All In FutureTech Alliance Inc
AIFA
$18.6M
$263K ﹤0.01%
+27,743
New +$199K
NEON icon
3074
Neonode
NEON
$14.8M
$263K ﹤0.01%
38,900
-10,600
-21% -$81.9K
SPTM icon
3075
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$263K ﹤0.01%
5,700
-2,100
-27% -$91.5K
121 122
123
124 125

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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.