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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
+22.71%
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
$92.1B
AUM Growth
-$8.06B
Cap. Flow
-$21.6B
Cap. Flow %
-23.45%
Top 10 Hldgs %
13.27%
Holding
3,901
New
565
Increased
1,134
Reduced
1,622
Closed
555

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$537M
2
PTON icon
Peloton Interactive
PTON
+$373M
3
AMZN icon
Amazon
AMZN
+$306M
4
SPGI icon
S&P Global
SPGI
+$244M
5
WORK
Slack Technologies, Inc.
WORK
+$232M

Top Sells

Rank Stock Value
1
ZM icon
Zoom
ZM
+$1.27B
2
BMY icon
Bristol-Myers Squibb
BMY
+$744M
3
CMG icon
Chipotle Mexican Grill
CMG
+$716M
4
ABBV icon
AbbVie
ABBV
+$712M
5
PDD icon
Pinduoduo
PDD
+$542M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 16.67%
3 Consumer Discretionary 11.17%
4 Communication Services 10.86%
5 Consumer Staples 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSL icon
3426
Carlisle Companies
CSL
$14.9B
– –
-169,000
Closed -$20.7M
CSTL icon
3427
Castle Biosciences
CSTL
$933M
– –
-3,900
Closed -$201K
CSX icon
3428
CSX Corp
CSX
$92.9B
– –
-89,103
Closed -$2.31M
CTVA icon
3429
Corteva
CTVA
$50.6B
– –
-1,286,200
Closed -$37.1M
CUBI icon
3430
Customers Bancorp
CUBI
$2.82B
– –
-10,020
Closed -$112K
CVS icon
3431
CVS Health
CVS
$121B
– –
-1,818,923
Closed -$106M
CWB icon
3432
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.75B
– –
-24,100
Closed -$1.66M
CXDO icon
3433
Crexendo
CXDO
$217M
– –
-15,012
Closed -$84K
CYRX icon
3434
CryoPort
CYRX
$766M
– –
-259,100
Closed -$12.3M
DAR icon
3435
Darling Ingredients
DAR
$10.4B
– –
-86,900
Closed -$3.13M
DENN
3436
DELISTED
Denny's
DENN
– –
-16,800
Closed -$168K
DEO icon
3437
Diageo
DEO
$52.8B
– –
-75,800
Closed -$10.4M
DES icon
3438
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
– –
-14,600
Closed -$308K
DGRO icon
3439
iShares Core Dividend Growth ETF
DGRO
$43.9B
– –
-19,000
Closed -$756K
DIS icon
3440
Walt Disney
DIS
$181B
– –
-816,829
Closed -$101M
DKNG icon
3441
DraftKings
DKNG
$12.6B
– –
-18,400
Closed -$1.08M
DLS icon
3442
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-8,100
Closed -$485K
DNLI icon
3443
Denali Therapeutics
DNLI
$3.97B
– –
-51,500
Closed -$1.84M
DOV icon
3444
Dover
DOV
$27.8B
– –
-52,200
Closed -$5.66M
DRI icon
3445
Darden Restaurants
DRI
$25.4B
– –
-32,900
Closed -$3.31M
DUK icon
3446
Duke Energy
DUK
$97.1B
– –
-99,050
Closed -$8.77M
DXLG icon
3447
Destination XL Group
DXLG
$33.2M
– –
-2,783,385
Closed -$717K
EAT icon
3448
Brinker International
EAT
$10.2B
– –
-223,100
Closed -$9.53M
EB
3449
DELISTED
Eventbrite
EB
– –
-302,900
Closed -$3.29M
ECVT icon
3450
Ecovyst
ECVT
$1.1B
– –
-130,000
Closed -$1.33M
136 137
138
139 140

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Jim Simons's Q4 2020 Portfolio in Review

As of Q4 2020, Jim Simons held 3,901 positions worth $92.1B, down 8% from $100B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Jim Simons withdrew a net $21.6B in Q4 2020, closing 555 positions and reducing 1,622 holdings. Its most notable exit was Charter Communications, an estimated $341M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in NVIDIA worth $524M.

  • Jim Simons's largest Q4 2020 buy was NVIDIA: 40,123,720 shares worth $524M.
  • Jim Simons added most to Amazon in Q4 2020, an estimated $306M increase.
  • Jim Simons's biggest Q4 2020 reduction was Zoom, cutting an estimated $1.27B.
  • Jim Simons fully exited Charter Communications in Q4 2020, selling an estimated $341M.
  • Jim Simons's ten largest holdings make up 13% of its $92.1B portfolio in Q4 2020.
  • Jim Simons opened 565 new positions and closed 555 in Q4 2020.
  • Jim Simons's portfolio value fell 8% quarter-over-quarter to $92.1B.

Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.