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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
EWW icon
3476
iShares MSCI Mexico ETF
EWW
$1.87B
– –
-6,100
Closed -$203K
EWZ icon
3477
iShares MSCI Brazil ETF
EWZ
$8.55B
– –
-28,800
Closed -$797K
EXPO icon
3478
Exponent
EXPO
$3.24B
– –
-187,900
Closed -$13.5M
FANG icon
3479
Diamondback Energy
FANG
$55.9B
– –
-33,489
Closed -$1.01M
FAST icon
3480
Fastenal
FAST
$58.9B
– –
-196,376
Closed -$4.43M
FATE icon
3481
Fate Therapeutics
FATE
$294M
– –
-51,619
Closed -$2.06M
FBIO icon
3482
Fortress Biotech
FBIO
$99M
– –
-1,987
Closed -$120K
FFIN icon
3483
First Financial Bankshares
FFIN
$5.04B
– –
-20,308
Closed -$567K
FFWM
3484
DELISTED
First Foundation Inc
FFWM
– –
-11,500
Closed -$150K
FISV
3485
Fiserv Inc
FISV
$29.5B
– –
-460,127
Closed -$47.4M
FLRN icon
3486
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
– –
-71,200
Closed -$2.18M
FMC icon
3487
FMC
FMC
$1.27B
– –
-103,200
Closed -$10.9M
FNDE icon
3488
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.95B
– –
-17,600
Closed -$417K
FOXF icon
3489
Fox Factory Holding Corp
FOXF
$886M
– –
-93,893
Closed -$6.98M
FPI
3490
Farmland Partners
FPI
$425M
– –
-113,521
Closed -$756K
FSLY icon
3491
Fastly Inc
FSLY
$4.78B
– –
-670,700
Closed -$62.8M
FSM icon
3492
Fortuna Silver Mines
FSM
$3.1B
– –
-1,764,131
Closed -$11.2M
FTFT icon
3493
Future FinTech Group
FTFT
$1.52M
– –
-94
Closed -$165K
FTK icon
3494
Flotek Industries
FTK
$1.25B
– –
-8,379
Closed -$136K
GATX icon
3495
GATX Corp
GATX
$6.33B
– –
-96,000
Closed -$6.12M
GBCI icon
3496
Glacier Bancorp
GBCI
$6.48B
– –
-51,060
Closed -$1.64M
GEO icon
3497
The GEO Group
GEO
$4B
– –
-829,691
Closed -$9.41M
GIB icon
3498
CGI
GIB
$15.5B
– –
-142,900
Closed -$9.7M
GME icon
3499
GameStop
GME
$8.33B
– –
-3,202,956
Closed -$8.17M
GNRC icon
3500
Generac Holdings
GNRC
$12.8B
– –
-125,100
Closed -$24.2M
138 139
140
141 142

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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.