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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
FWONK icon
3451
Liberty Media Series C
FWONK
$26B
$234K ﹤0.01%
3,827
-50,555
-93% -$2.84M
NUWE icon
3452
Nuwellis
NUWE
$474K
– –
0
– –
YHGJ icon
3453
Yunhong Green CTI Ltd
YHGJ
$8.87M
$234K ﹤0.01%
19,627
-7,750
-28% -$134K
MILE
3454
DELISTED
Metromile, Inc. Common Stock
MILE
$233K ﹤0.01%
+106,300
New +$303K
TRDA icon
3455
Entrada Therapeutics
TRDA
$290M
$232K ﹤0.01%
+13,573
New +$329K
COMS
3456
DELISTED
COMSovereign Holding Corp. Common Stock
COMS
$232K ﹤0.01%
+3,070
New +$360K
ODT
3457
DELISTED
Odonate Therapeutics, Inc. Common Stock
ODT
$231K ﹤0.01%
171,349
+138,249
+418% +$327K
SQSP
3458
DELISTED
Squarespace, Inc.
SQSP
$230K ﹤0.01%
+7,800
New +$283K
BLU
3459
DELISTED
BELLUS Health Inc.
BLU
$230K ﹤0.01%
+28,638
New +$190K
SLVO icon
3460
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$12.4M
$229K ﹤0.01%
2,255
+141
+7% +$14.7K
VTAK icon
3461
Catheter Precision
VTAK
$1.05M
$229K ﹤0.01%
+15
New +$358K
PSTX
3462
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$229K ﹤0.01%
33,600
+20,700
+160% +$141K
LRGF icon
3463
iShares US Equity Factor ETF
LRGF
$3.74B
$228K ﹤0.01%
4,900
-2,400
-33% -$107K
LYRA
3464
DELISTED
LYRA THERAPEUTICS INC
LYRA
$227K ﹤0.01%
+1,040
New +$334K
NPKI
3465
NPK International
NPKI
$1.19B
$227K ﹤0.01%
77,100
+57,400
+291% +$184K
DOMA
3466
DELISTED
Doma Holdings, Inc.
DOMA
$227K ﹤0.01%
+1,788
New +$277K
GTLB icon
3467
GitLab
GTLB
$7.32B
$226K ﹤0.01%
+2,600
New +$266K
NEGG icon
3468
Newegg Commerce
NEGG
$415M
$226K ﹤0.01%
+1,090
New +$308K
SSL icon
3469
Sasol
SSL
$7.17B
$226K ﹤0.01%
+13,800
New +$238K
AGPU
3470
Axe Compute Inc
AGPU
$96M
$224K ﹤0.01%
+784
New +$264K
TYME
3471
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$224K ﹤0.01%
371,358
-183,142
-33% -$157K
MIME
3472
DELISTED
Mimecast Limited
MIME
$223K ﹤0.01%
2,800
-428,200
-99% -$32.3M
CPHI icon
3473
China Pharma Holdings
CPHI
$44.2M
$222K ﹤0.01%
920
-481
-34% -$131K
VAL icon
3474
Valaris
VAL
$5.91B
$220K ﹤0.01%
+6,100
New +$212K
CLWT icon
3475
Euro Tech Holdings
CLWT
$12.2M
$219K ﹤0.01%
102,872
-628
-0.6% -$1.41K
137 138
139
140 141

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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.