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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
LLY icon
3576
Eli Lilly
LLY
$1.09T
– –
-481,547
Closed -$71.3M
LNT icon
3577
Alliant Energy
LNT
$18.2B
– –
-375,200
Closed -$19.4M
LOOP icon
3578
Loop Industries
LOOP
$31M
– –
-20,400
Closed -$279K
LPG icon
3579
Dorian LPG
LPG
$1.9B
– –
-57,964
Closed -$464K
LQDA icon
3580
Liquidia Corp
LQDA
$7.7B
– –
-44,058
Closed -$217K
LSCC icon
3581
Lattice Semiconductor
LSCC
$18.3B
– –
-314,900
Closed -$9.12M
LTBR icon
3582
Lightbridge
LTBR
$333M
– –
-31,085
Closed -$130K
LYFT icon
3583
Lyft
LYFT
$6.25B
– –
-2,351,669
Closed -$64.8M
MAC icon
3584
Macerich
MAC
$6.95B
– –
-945,174
Closed -$6.42M
MASI
3585
DELISTED
Masimo
MASI
– –
-82,600
Closed -$19.5M
MCHI icon
3586
iShares MSCI China ETF
MCHI
$6.21B
– –
-23,600
Closed -$1.75M
MDLZ icon
3587
Mondelez International
MDLZ
$79.1B
– –
-309,898
Closed -$17.8M
MDT icon
3588
Medtronic
MDT
$115B
– –
-58,041
Closed -$6.03M
CD
3589
Chaince Digital Holdings
CD
$294M
– –
-29,723
Closed -$72K
MHK icon
3590
Mohawk Industries
MHK
$9.2B
– –
-13,900
Closed -$1.36M
MKC.V icon
3591
McCormick & Company Voting
MKC.V
$14.1B
– –
-2,200
Closed -$215K
MLCO icon
3592
Melco Resorts & Entertainment
MLCO
$2.14B
– –
-603,165
Closed -$10M
MLI icon
3593
Mueller Industries
MLI
$15B
– –
-122,800
Closed -$831K
MMM icon
3594
3M
MMM
$94.6B
– –
-401,856
Closed -$53.8M
MNRO icon
3595
Monro
MNRO
$355M
– –
-74,379
Closed -$3.02M
MPWR icon
3596
Monolithic Power Systems
MPWR
$70.5B
– –
-164,286
Closed -$45.9M
MPT
3597
Medical Properties Trust
MPT
$2.42B
– –
-340,700
Closed -$6.01M
MRCY icon
3598
Mercury Systems
MRCY
$6.57B
– –
-68,535
Closed -$5.31M
MRSN
3599
DELISTED
Mersana Therapeutics
MRSN
– –
-2,860
Closed -$1.33M
MSA icon
3600
Mine Safety
MSA
$7.42B
– –
-18,200
Closed -$2.44M
142 143
144
145 146

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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.