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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
BKSC
3326
DELISTED
Bank of South Carolina
BKSC
$313K ﹤0.01%
15,270
– –
PATI
3327
DELISTED
Patriot Transportation Holding, Inc. Common Stock
PATI
$312K ﹤0.01%
38,609
+4,603
+14% +$51.2K
CRESY
3328
Cresud
CRESY
$759M
$311K ﹤0.01%
68,592
+37,367
+120% +$180K
BSCP
3329
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$310K ﹤0.01%
+14,136
New +$311K
CCM
3330
Concord Medical Services
CCM
$20.8M
$310K ﹤0.01%
15,510
-2,510
-14% -$61.1K
WKC icon
3331
World Kinect Corp
WKC
$1.89B
$310K ﹤0.01%
+11,700
New +$334K
OPRA
3332
Opera Ltd
OPRA
$1.8B
$309K ﹤0.01%
+43,800
New +$357K
PCVX icon
3333
Vaxcyte
PCVX
$8.76B
$309K ﹤0.01%
+13,000
New +$302K
TISI icon
3334
Team
TISI
$101M
$308K ﹤0.01%
28,266
-31,040
-52% -$620K
HEFA icon
3335
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.81B
$307K ﹤0.01%
8,700
-34,100
-80% -$1.2M
MDYV icon
3336
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.89B
$306K ﹤0.01%
+4,300
New +$301K
RDGT
3337
Ridgetech Inc
RDGT
$3.19M
$306K ﹤0.01%
23
+2
+10% +$39.7K
EVBN
3338
DELISTED
Evans Bancorp Inc
EVBN
$304K ﹤0.01%
+7,549
New +$299K
FTC icon
3339
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
$301K ﹤0.01%
+2,500
New +$296K
GERN icon
3340
Geron
GERN
$982M
$301K ﹤0.01%
+246,700
New +$353K
SMRT icon
3341
SmartRent
SMRT
$276M
$301K ﹤0.01%
+31,100
New +$354K
ASTC icon
3342
Astrotech Corp
ASTC
$17.9M
$300K ﹤0.01%
+14,701
New +$388K
BBAR icon
3343
BBVA Argentina
BBAR
$3.25B
$300K ﹤0.01%
95,220
+75,239
+377% +$266K
SHC icon
3344
Sotera Health
SHC
$5.39B
$299K ﹤0.01%
12,700
-63,700
-83% -$1.52M
LKCO
3345
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
$298K ﹤0.01%
+2,052
New +$466K
CYT
3346
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
$298K ﹤0.01%
+26,200
New +$399K
KALV
3347
DELISTED
KalVista Pharmaceuticals
KALV
$297K ﹤0.01%
22,427
-1,101
-5% -$17.5K
IKT icon
3348
Inhibikase Therapeutics
IKT
$378M
$296K ﹤0.01%
+33,533
New +$370K
HTGM
3349
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$296K ﹤0.01%
4,551
-109
-2% -$6.35K
CVRX icon
3350
CVRx
CVRX
$78.3M
$294K ﹤0.01%
+24,001
New +$348K
132 133
134
135 136

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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.