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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
BIV icon
3401
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$263K ﹤0.01%
3,000
-1,000
-25% -$88.7K
EPP icon
3402
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
$263K ﹤0.01%
5,500
-20,400
-79% -$1.01M
QTEC icon
3403
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.92B
$263K ﹤0.01%
1,500
-3,800
-72% -$649K
GBT
3404
DELISTED
Global Blood Therapeutics, Inc.
GBT
$262K ﹤0.01%
8,935
-76,426
-90% -$2.37M
MAX icon
3405
MediaAlpha
MAX
$813M
$261K ﹤0.01%
+16,900
New +$282K
GTYH
3406
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$261K ﹤0.01%
39,000
+5,000
+15% +$35.5K
YGMZ
3407
DELISTED
MingZhu Logistics Holdings
YGMZ
$260K ﹤0.01%
989
-134
-12% -$42.1K
FALN icon
3408
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
$258K ﹤0.01%
8,600
-79,800
-90% -$2.39M
PRAX icon
3409
Praxis Precision Medicines
PRAX
$10.3B
$258K ﹤0.01%
+873
New +$256K
ESBK
3410
DELISTED
Elmira Savings Bank Elmira NY
ESBK
$258K ﹤0.01%
+11,285
New +$256K
SCHM icon
3411
Schwab US Mid-Cap ETF
SCHM
$15.3B
$257K ﹤0.01%
9,600
-72,300
-88% -$1.93M
MYSZ icon
3412
My Size
MYSZ
$2.28M
$256K ﹤0.01%
+317
New +$486K
ARTW icon
3413
Arts-Way Manufacturing Co
ARTW
$13.3M
$255K ﹤0.01%
71,974
-13,964
-16% -$49.9K
MGYR icon
3414
Magyar Bancorp
MGYR
$126M
$253K ﹤0.01%
20,600
+900
+5% +$10.7K
CNTG
3415
DELISTED
Centogene N.V. Common Shares
CNTG
$253K ﹤0.01%
48,468
-7,732
-14% -$63K
NDAQ icon
3416
Nasdaq
NDAQ
$54.6B
$252K ﹤0.01%
+3,600
New +$245K
NVT icon
3417
nVent Electric
NVT
$27.5B
$251K ﹤0.01%
6,600
-178,800
-96% -$6.35M
ODFL icon
3418
Old Dominion Freight Line
ODFL
$44.1B
$251K ﹤0.01%
+1,400
New +$236K
LOV
3419
DELISTED
Spark Networks SE American Depositary Shares
LOV
$251K ﹤0.01%
+80,018
New +$236K
TWAV
3420
TaoWeave Inc
TWAV
$5.16M
$250K ﹤0.01%
405
+328
+426% +$308K
FBIO icon
3421
Fortress Biotech
FBIO
$99M
$249K ﹤0.01%
+6,643
New +$296K
CXDO icon
3422
Crexendo
CXDO
$215M
$248K ﹤0.01%
+49,600
New +$267K
EZGO
3423
EZGO Technologies
EZGO
$2.84M
$248K ﹤0.01%
+1
New +$372K
FWP
3424
DELISTED
Forward Pharma A/S American Depositary Shares
FWP
$248K ﹤0.01%
41,600
-46,200
-53% -$296K
CYTH
3425
DELISTED
Cyclo Therapeutics, Inc. Common Stock
CYTH
$247K ﹤0.01%
66,300
+55,818
+533% +$316K
135 136
137
138 139

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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.