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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
TRN icon
3151
Trinity Industries
TRN
$2.36B
$429K ﹤0.01%
+14,200
New +$406K
ASB icon
3152
Associated Banc-Corp
ASB
$6.1B
$428K ﹤0.01%
+18,931
New +$428K
SVRA icon
3153
Savara
SVRA
$1.07B
$427K ﹤0.01%
344,492
+33,292
+11% +$39.6K
LMST
3154
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
$427K ﹤0.01%
22,902
-4,298
-16% -$80K
BYD icon
3155
Boyd Gaming
BYD
$6.1B
$426K ﹤0.01%
6,500
-608,400
-99% -$38.6M
IMPP icon
3156
Imperial Petroleum
IMPP
$213M
$425K ﹤0.01%
+13,254
New +$535K
ENLV icon
3157
Enlivex Ltd
ENLV
$26.9M
$423K ﹤0.01%
4,513
-1,353
-23% -$159K
SHLS icon
3158
Shoals Technologies Group
SHLS
$1.44B
$423K ﹤0.01%
+17,400
New +$500K
NUVB icon
3159
Nuvation Bio
NUVB
$2.13B
$422K ﹤0.01%
49,600
-800
-2% -$7.35K
XPL icon
3160
Solitario Resources
XPL
$74.8M
$422K ﹤0.01%
845,118
-27,300
-3% -$14.1K
XSLV icon
3161
Invesco S&P SmallCap Low Volatility ETF
XSLV
$251M
$422K ﹤0.01%
+8,100
New +$406K
VIRX
3162
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$422K ﹤0.01%
+115,700
New +$617K
BRY
3163
DELISTED
Berry Corp
BRY
$420K ﹤0.01%
+49,900
New +$440K
KTCC icon
3164
Key Tronic
KTCC
$40.6M
$418K ﹤0.01%
66,775
+4,960
+8% +$31.3K
JHMM icon
3165
John Hancock Multifactor Mid Cap ETF
JHMM
$6.19B
$417K ﹤0.01%
7,500
+200
+3% +$10.9K
FRLN
3166
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$416K ﹤0.01%
14,007
+1,040
+8% +$42.5K
SPNT icon
3167
SiriusPoint
SPNT
$2.73B
$415K ﹤0.01%
50,987
-290,396
-85% -$2.56M
COMT icon
3168
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.22B
$414K ﹤0.01%
13,400
-18,976
-59% -$672K
HEZU icon
3169
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$589M
$414K ﹤0.01%
11,000
-5,800
-35% -$217K
LIT icon
3170
Global X Lithium & Battery Tech ETF
LIT
$1.62B
$414K ﹤0.01%
4,900
-30,900
-86% -$2.74M
GLTR icon
3171
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.7B
$411K ﹤0.01%
4,600
-8,970
-66% -$799K
WULF icon
3172
TeraWulf
WULF
$8.32B
$411K ﹤0.01%
27,300
-13,000
-32% -$372K
BYFC icon
3173
Broadway Financial
BYFC
$114M
$410K ﹤0.01%
22,213
-475
-2% -$10.6K
CGEM icon
3174
Cullinan Oncology
CGEM
$1.25B
$410K ﹤0.01%
+26,600
New +$531K
BSJO
3175
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$410K ﹤0.01%
16,400
-2,800
-15% -$69.8K
125 126
127
128 129

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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.