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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 19.47%
2 Technology 17.63%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.89%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SANW
3501
DELISTED
S&W Seed Co
SANW
$205K ﹤0.01%
3,943
-2,768
-41% -$162K
CHRN
3502
ChronoScale Holdings
CHRN
$3.02B
$204K ﹤0.01%
+5,123
New +$280K
SYY icon
3503
Sysco
SYY
$40.5B
$204K ﹤0.01%
2,600
-1,149,300
-100% -$88.5M
KBWD icon
3504
Invesco KBW High Dividend Yield Financial ETF
KBWD
$433M
$203K ﹤0.01%
+10,000
New +$207K
MDGL icon
3505
Madrigal Pharmaceuticals
MDGL
$12.4B
$203K ﹤0.01%
2,400
-14,711
-86% -$1.21M
BH.A icon
3506
Biglari Holdings Class A
BH.A
$1.23B
$202K ﹤0.01%
290
+10
+4% +$7.55K
BCOW
3507
DELISTED
1895 Bancorp of Wisconsin
BCOW
$202K ﹤0.01%
18,400
-700
-4% -$7.7K
HSDT icon
3508
Solana Company
HSDT
$105M
$201K ﹤0.01%
1
– –
ITRG
3509
Integra Resources
ITRG
$550M
$201K ﹤0.01%
+37,440
New +$214K
PDEX icon
3510
Pro-Dex
PDEX
$217M
$201K ﹤0.01%
8,640
-500
-5% -$12K
DUO
3511
Fangdd Network Group
DUO
$24.9M
$199K ﹤0.01%
119
+110
+1,222% +$339K
CHRA
3512
DELISTED
Charah Solutions, Inc Common Stock
CHRA
$199K ﹤0.01%
4,200
-120
-3% -$5.45K
FLUX icon
3513
Flux Power
FLUX
$12.7M
$197K ﹤0.01%
+45,807
New +$243K
WTER
3514
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$196K ﹤0.01%
11,100
+9,397
+552% +$204K
CNVY
3515
DELISTED
Convey Health Solutions Holdings, Inc.
CNVY
$196K ﹤0.01%
+23,400
New +$172K
BHAT
3516
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$195K ﹤0.01%
9
+6
+200% +$168K
TCMD icon
3517
Tactile Systems Technology
TCMD
$555M
$194K ﹤0.01%
+10,200
New +$289K
HT
3518
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$194K ﹤0.01%
+21,200
New +$200K
EMWP
3519
DELISTED
Eros Media World PLC
EMWP
$194K ﹤0.01%
+40,440
New +$462K
JP
3520
DELISTED
Jupai Holdings Limited American depositary shares, each representing six ordinary shares
JP
$194K ﹤0.01%
188,325
-73,200
-28% -$80.6K
CYPH
3521
Cypherpunk Technologies Inc
CYPH
$69.8M
$193K ﹤0.01%
5,950
-91,370
-94% -$2.54M
OWLT icon
3522
Owlet
OWLT
$169M
$193K ﹤0.01%
+5,150
New +$275K
AMYT
3523
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
$193K ﹤0.01%
+17,900
New +$193K
RIGL icon
3524
Rigel Pharmaceuticals
RIGL
$782M
$192K ﹤0.01%
+7,260
New +$219K
GEOS icon
3525
Geospace Technologies
GEOS
$67.9M
$191K ﹤0.01%
+28,500
New +$249K
139 140
141
142 143

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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 19% of assets, down from 20% 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.