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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
IWO icon
3551
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-10,400
Closed -$2.3M
IWR icon
3552
iShares Russell Mid-Cap ETF
IWR
$58.3B
– –
-14,200
Closed -$815K
IWV icon
3553
iShares Russell 3000 ETF
IWV
$20.6B
– –
-5,800
Closed -$1.14M
IWY icon
3554
iShares Russell Top 200 Growth ETF
IWY
$16.7B
– –
-11,600
Closed -$1.41M
IX icon
3555
ORIX
IX
$43.9B
– –
-96,850
Closed -$1.21M
IXUS icon
3556
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
– –
-47,500
Closed -$2.77M
JBHT icon
3557
JB Hunt Transport Services
JBHT
$26.6B
– –
-107,744
Closed -$13.6M
JD icon
3558
JD.com
JD
$39.6B
– –
-1,637,000
Closed -$127M
JDST icon
3559
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$20.5M
– –
-181
Closed -$409K
JLL icon
3560
Jones Lang LaSalle
JLL
$17B
– –
-14,689
Closed -$1.41M
JNJ icon
3561
Johnson & Johnson
JNJ
$630B
– –
-1,850,766
Closed -$276M
JOE icon
3562
St. Joe Company
JOE
$3.9B
– –
-48,000
Closed -$990K
KFY icon
3563
Korn Ferry
KFY
$4.35B
– –
-221,400
Closed -$6.42M
KHC icon
3564
Kraft Heinz
KHC
$30B
– –
-1,042,700
Closed -$31.2M
KIM icon
3565
Kimco Realty
KIM
$16.3B
– –
-1,139,095
Closed -$12.8M
KMPR icon
3566
Kemper
KMPR
$1.59B
– –
-56,877
Closed -$3.8M
KRYS icon
3567
Krystal Biotech
KRYS
$9.71B
– –
-19,600
Closed -$844K
KWEB icon
3568
KraneShares CSI China Internet ETF
KWEB
$5.32B
– –
-3,800
Closed -$259K
KXIN icon
3569
Kaixin Holdings
KXIN
$8.47M
– –
0
– -$7K
LABD icon
3570
Direxion Daily S&P Biotech Bear 3X ETF
LABD
$40.2M
– –
-787
Closed -$470K
LADR
3571
Ladder Capital
LADR
$1.27B
– –
-150,041
Closed -$1.07M
LCII icon
3572
LCI Industries
LCII
$2.61B
– –
-22,800
Closed -$2.42M
LECO icon
3573
Lincoln Electric
LECO
$15.5B
– –
-31,338
Closed -$2.88M
LGMK
3574
DELISTED
LogicMark
LGMK
– –
-133
Closed -$228K
LIND icon
3575
Lindblad Expeditions
LIND
$2.26B
– –
-14,600
Closed -$124K
141 142
143
144 145

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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.