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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+9.15%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$100B
AUM Growth
-$15.7B
Cap. Flow
-$21.7B
Cap. Flow %
-21.63%
Top 10 Hldgs %
15.09%
Holding
3,879
New
490
Increased
1,152
Reduced
1,671
Closed
544

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$276M
2
PG icon
Procter & Gamble
PG
+$243M
3
ADI icon
Analog Devices
ADI
+$188M
4
AMD icon
Advanced Micro Devices
AMD
+$171M
5
HD icon
Home Depot
HD
+$162M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.95B
2
BMY icon
Bristol-Myers Squibb
BMY
+$778M
3
WMT icon
Walmart Inc
WMT
+$723M
4
ZM icon
Zoom
ZM
+$642M
5
CMG icon
Chipotle Mexican Grill
CMG
+$573M

Sector Composition

Rank Sector Weight
1 Healthcare 22.93%
2 Technology 16.65%
3 Consumer Staples 12.19%
4 Consumer Discretionary 9.52%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDTX icon
3376
Black Diamond Therapeutics
BDTX
$118M
– –
-26,507
Closed -$1.12M
BGC icon
3377
BGC Group
BGC
$5.13B
– –
-46,400
Closed -$127K
BGI icon
3378
Birks Group
BGI
$6.57M
– –
-30,400
Closed -$24K
BH icon
3379
Biglari Holdings Class B
BH
$1.23B
– –
-6,295
Closed -$434K
BHR
3380
Braemar Hotels & Resorts
BHR
$140M
– –
-102,409
Closed -$293K
BJRI icon
3381
BJ's Restaurants
BJRI
$1.46B
– –
-209,629
Closed -$4.39M
BKNG icon
3382
Booking.com
BKNG
$159B
– –
-107,475
Closed -$6.84M
BLDP
3383
Ballard Power Systems
BLDP
$796M
– –
-155,800
Closed -$2.4M
BLV icon
3384
Vanguard Long-Term Bond ETF
BLV
$5.74B
– –
-12,592
Closed -$1.41M
BMA icon
3385
Banco Macro
BMA
$5.07B
– –
-222,497
Closed -$4.13M
BOOM icon
3386
DMC Global
BOOM
$155M
– –
-20,851
Closed -$575K
BRK.B icon
3387
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-177,665
Closed -$31.7M
BSX icon
3388
Boston Scientific
BSX
$74.9B
– –
-27,605
Closed -$969K
BTAI icon
3389
BioXcel Therapeutics
BTAI
$34.9M
– –
-9,725
Closed -$8.25M
SLAI
3390
DELISTED
SOLAI Ltd ADS
SLAI
– –
-813
Closed -$219K
BWA icon
3391
BorgWarner
BWA
$14B
– –
-104,853
Closed -$3.26M
BZH icon
3392
Beazer Homes USA
BZH
$874M
– –
-193,560
Closed -$1.95M
CABA icon
3393
Cabaletta Bio
CABA
$450M
– –
-61,447
Closed -$685K
CAKE icon
3394
Cheesecake Factory
CAKE
$5.74B
– –
-541,145
Closed -$12.4M
CAPR icon
3395
Capricor Therapeutics
CAPR
$252M
– –
-198,800
Closed -$914K
CAT icon
3396
Caterpillar
CAT
$393B
– –
-426,400
Closed -$53.9M
CBNK icon
3397
Capital Bancorp
CBNK
$615M
– –
-10,274
Closed -$110K
CBRE icon
3398
CBRE Group
CBRE
$43.1B
– –
-673,700
Closed -$30.5M
CBU icon
3399
Community Bank
CBU
$3.45B
– –
-39,808
Closed -$2.27M
CDE icon
3400
Coeur Mining
CDE
$18.8B
– –
-605,628
Closed -$3.08M
134 135
136
137 138

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Jim Simons's Q3 2020 Portfolio in Review

As of Q3 2020, Jim Simons held 3,879 positions worth $100B, down 14% from $116B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons withdrew a net $21.7B in Q3 2020, closing 544 positions and reducing 1,671 holdings. Its most notable exit was Alibaba, an estimated $426M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Microsoft worth $277M.

  • Jim Simons's largest Q3 2020 buy was Microsoft: 1,315,812 shares worth $277M.
  • Jim Simons added most to Procter & Gamble in Q3 2020, an estimated $243M increase.
  • Jim Simons's biggest Q3 2020 reduction was Tesla, cutting an estimated $1.95B.
  • Jim Simons fully exited Alibaba in Q3 2020, selling an estimated $426M.
  • Jim Simons's ten largest holdings make up 15% of its $100B portfolio in Q3 2020.
  • Jim Simons opened 490 new positions and closed 544 in Q3 2020.
  • Jim Simons's portfolio value fell 14% quarter-over-quarter to $100B.

Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.