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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
ICLN icon
3526
iShares Global Clean Energy ETF
ICLN
$2.11B
– –
-107,700
Closed -$1.99M
IDXX icon
3527
Idexx Laboratories
IDXX
$44.3B
– –
-87,204
Closed -$34.3M
IGC icon
3528
IGC Pharma
IGC
$30.4M
– –
-110,622
Closed -$115K
IGM icon
3529
iShares Expanded Tech Sector ETF
IGM
$11B
– –
-7,200
Closed -$371K
IGMS
3530
DELISTED
IGM Biosciences
IGMS
– –
-20,900
Closed -$1.54M
IIIV icon
3531
i3 Verticals
IIIV
$327M
– –
-87,900
Closed -$2.22M
IJH icon
3532
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-5,500
Closed -$204K
IJJ icon
3533
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.07B
– –
-6,200
Closed -$418K
IJK icon
3534
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
– –
-6,800
Closed -$407K
IJR icon
3535
iShares Core S&P Small-Cap ETF
IJR
$113B
– –
-15,400
Closed -$1.08M
IJT icon
3536
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.44B
– –
-5,000
Closed -$441K
ILF icon
3537
iShares Latin America 40 ETF
ILF
$3.7B
– –
-17,200
Closed -$362K
ILMN icon
3538
Illumina
ILMN
$29B
– –
-18,420
Closed -$5.54M
IMMP
3539
Immutep
IMMP
$59.5M
– –
-38,436
Closed -$66K
IMNN icon
3540
Imunon
IMNN
$6.64M
– –
-931
Closed -$133K
INMB icon
3541
INmune Bio
INMB
$58.3M
– –
-40,000
Closed -$412K
INTC icon
3542
Intel
INTC
$531B
– –
-2,420,194
Closed -$125M
INTU icon
3543
Intuit
INTU
$97B
– –
-294,228
Closed -$96M
INUV icon
3544
Inuvo
INUV
$14.3M
– –
-4,924
Closed -$18K
IOSP icon
3545
Innospec
IOSP
$2.31B
– –
-62,000
Closed -$3.93M
IPAR icon
3546
Interparfums
IPAR
$3.75B
– –
-21,413
Closed -$800K
IPI icon
3547
Intrepid Potash
IPI
$485M
– –
-24,819
Closed -$209K
IQ icon
3548
iQIYI
IQ
$1.3B
– –
-1,774,100
Closed -$40.1M
ITRI icon
3549
Itron
ITRI
$4.49B
– –
-43,261
Closed -$2.63M
IVV icon
3550
iShares Core S&P 500 ETF
IVV
$910B
– –
-17,400
Closed -$5.85M
140 141
142
143 144

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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.