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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
+1.23%
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
$77.4B
AUM Growth
-$2.68B
Cap. Flow
-$1.24B
Cap. Flow %
-1.6%
Top 10 Hldgs %
12.38%
Holding
4,070
New
663
Increased
931
Reduced
1,797
Closed
653

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$649M
2
NKE icon
Nike
NKE
+$453M
3
TSLA icon
Tesla
TSLA
+$431M
4
AZN icon
AstraZeneca
AZN
+$389M
5
KO icon
Coca-Cola
KO
+$336M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$897M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$578M
3
MRNA icon
Moderna
MRNA
+$438M
4
AAPL icon
Apple
AAPL
+$417M
5
AON icon
Aon
AON
+$386M

Sector Composition

Rank Sector Weight
1 Technology 20.4%
2 Healthcare 20.27%
3 Consumer Staples 11.15%
4 Consumer Discretionary 9.81%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
3526
Salesforce
CRM
$165B
– –
-1,035,181
Closed -$253M
CRSR icon
3527
Corsair Gaming
CRSR
$1.45B
– –
-82,307
Closed -$2.74M
CSL icon
3528
Carlisle Companies
CSL
$14.9B
– –
-56,400
Closed -$10.8M
CTOS icon
3529
Custom Truck One Source
CTOS
$2.33B
– –
-60,200
Closed -$573K
CTRA
3530
DELISTED
Coterra Energy
CTRA
– –
-3,605,900
Closed -$63M
CTSO icon
3531
Cytosorbents Corp
CTSO
$22.8M
– –
-140,100
Closed -$1.06M
CUK
3532
DELISTED
Carnival PLC
CUK
– –
-80,997
Closed -$1.89M
CXDO icon
3533
Crexendo
CXDO
$217M
– –
-24,267
Closed -$148K
DECK icon
3534
Deckers Outdoor
DECK
$12.7B
– –
-344,400
Closed -$22M
DFH icon
3535
Dream Finders Homes
DFH
$1.35B
– –
-25,200
Closed -$616K
DHR icon
3536
Danaher
DHR
$143B
– –
-557,949
Closed -$133M
DIS icon
3537
Walt Disney
DIS
$181B
– –
-1,768,027
Closed -$311M
DJCO icon
3538
Daily Journal
DJCO
$828M
– –
-600
Closed -$203K
DLTR icon
3539
Dollar Tree
DLTR
$24.9B
– –
-437,285
Closed -$43.5M
DMAC icon
3540
DiaMedica Therapeutics
DMAC
$364M
– –
-94,100
Closed -$419K
DMRC icon
3541
Digimarc Corp
DMRC
$158M
– –
-16,800
Closed -$563K
DNB
3542
DELISTED
Dun & Bradstreet
DNB
– –
-122,300
Closed -$2.61M
DOMH icon
3543
Dominari Holdings
DOMH
$70.3M
– –
-53,728
Closed -$874K
DRIP icon
3544
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$101M
– –
-454
Closed -$322K
DTIL icon
3545
Precision BioSciences
DTIL
$201M
– –
-3,371
Closed -$1.27M
DVY icon
3546
iShares Select Dividend ETF
DVY
$24B
– –
-10,200
Closed -$1.19M
DYAI icon
3547
Dyadic International
DYAI
$28.1M
– –
-76,200
Closed -$274K
E icon
3548
ENI
E
$79.1B
– –
-40,556
Closed -$989K
ECL icon
3549
Ecolab
ECL
$77.4B
– –
-195,497
Closed -$40.3M
ECVT icon
3550
Ecovyst
ECVT
$1.1B
– –
-197,384
Closed -$3.03M
140 141
142
143 144

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Jim Simons's Q3 2021 Portfolio in Review

As of Q3 2021, Jim Simons held 4,070 positions worth $77.4B, down 3.3% from $80.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q3 2021 filing shows 663 new, 931 increased, 1,797 reduced and 653 closed positions. Its largest new stake was Adobe: 1,030,433 shares worth $593M. The largest sale was Amazon, an estimated $897M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Jim Simons's largest Q3 2021 buy was Adobe: 1,030,433 shares worth $593M.
  • Jim Simons added most to Nike in Q3 2021, an estimated $453M increase.
  • Jim Simons's biggest Q3 2021 reduction was Moderna, cutting an estimated $438M.
  • Jim Simons fully exited Amazon in Q3 2021, selling an estimated $897M.
  • Jim Simons's ten largest holdings make up 12% of its $77.4B portfolio in Q3 2021.
  • Jim Simons opened 663 new positions and closed 653 in Q3 2021.
  • Jim Simons's portfolio value fell 3.3% quarter-over-quarter to $77.4B.

Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.