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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
NTES icon
3101
NetEase
NTES
$79.9B
$478K ﹤0.01%
4,700
-686,516
-99% -$69.7M
FTA icon
3102
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.44B
$475K ﹤0.01%
+6,800
New +$461K
BGI icon
3103
Birks Group
BGI
$7.38M
$474K ﹤0.01%
97,806
+14,010
+17% +$58K
REVG
3104
DELISTED
REV Group
REVG
$474K ﹤0.01%
33,500
-65,500
-66% -$1.04M
STAB
3105
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$474K ﹤0.01%
206,035
+91,837
+80% +$271K
NERV icon
3106
Minerva Neurosciences
NERV
$213M
$473K ﹤0.01%
73,888
-20,377
-22% -$192K
EAR
3107
DELISTED
Eargo, Inc. Common Stock
EAR
$471K ﹤0.01%
+4,620
New +$601K
IYC icon
3108
iShares US Consumer Discretionary ETF
IYC
$1.22B
$470K ﹤0.01%
5,600
-300
-5% -$24.8K
MOR
3109
DELISTED
MorphoSys AG American Depositary Shares
MOR
$469K ﹤0.01%
49,800
-1,820
-4% -$19.3K
ALRS icon
3110
Alerus Financial
ALRS
$839M
$468K ﹤0.01%
+16,000
New +$502K
MOO icon
3111
VanEck Agribusiness ETF
MOO
$977M
$468K ﹤0.01%
4,900
+2,400
+96% +$226K
BH icon
3112
Biglari Holdings Class B
BH
$1.21B
$467K ﹤0.01%
3,276
-688
-17% -$107K
ZSTK
3113
ZeroStack Corp
ZSTK
$21.8M
$467K ﹤0.01%
+336
New +$921K
ARMP icon
3114
Armata Pharmaceuticals
ARMP
$167M
$465K ﹤0.01%
84,796
-21,296
-20% -$89K
IDV icon
3115
iShares International Select Dividend ETF
IDV
$8.58B
$461K ﹤0.01%
14,800
-37,100
-71% -$1.15M
IHI icon
3116
iShares US Medical Devices ETF
IHI
$3.48B
$461K ﹤0.01%
7,000
-2,700
-28% -$173K
MYFW icon
3117
First Western Financial
MYFW
$309M
$461K ﹤0.01%
+15,200
New +$455K
SKYT
3118
DELISTED
SkyWater Technology
SKYT
$461K ﹤0.01%
+28,401
New +$636K
ERIE icon
3119
Erie Indemnity
ERIE
$13.4B
$457K ﹤0.01%
+2,371
New +$476K
DOGZ icon
3120
Dogness International Corp
DOGZ
$17.8M
$455K ﹤0.01%
2,707
+1,892
+232% +$177K
MIRM icon
3121
Mirum Pharmaceuticals
MIRM
$6.12B
$453K ﹤0.01%
28,400
-6,900
-20% -$107K
FLNC icon
3122
Fluence Energy
FLNC
$2.46B
$452K ﹤0.01%
+12,700
New +$433K
MYND
3123
Mynd.ai
MYND
$19.7M
$451K ﹤0.01%
22,761
-990
-4% -$23.7K
OYST
3124
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$451K ﹤0.01%
24,700
-87,600
-78% -$1.11M
AEMD icon
3125
Aethlon Medical
AEMD
$1.54M
$450K ﹤0.01%
61
+48
+369% +$547K
123 124
125
126 127

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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.