Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$537M |
| 2 |
Peloton Interactive
PTON
|
+$373M |
| 3 |
Amazon
AMZN
|
+$306M |
| 4 |
S&P Global
SPGI
|
+$244M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
+$232M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoom
ZM
|
+$1.27B |
| 2 |
Bristol-Myers Squibb
BMY
|
+$744M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$716M |
| 4 |
AbbVie
ABBV
|
+$712M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3626
OFG Bancorp
OFG
$2.23B
| – | – |
-86,721
| Closed | -$1.08M |
|
3627
Oragenics
OGEN
$2.42M
| – | – |
-448
| Closed | -$464K |
|
3628
ONE Gas
OGS
$5.01B
| – | – |
-16,500
| Closed | -$1.14M |
|
3629
Okta
OKTA
$26.4B
| – | – |
-329,700
| Closed | -$70.5M |
|
3630
Universal Display
OLED
$4.25B
| – | – |
-272,500
| Closed | -$49.3M |
|
3631
Ollie's Bargain Outlet
OLLI
$4.61B
| – | – |
-264,300
| Closed | -$23.1M |
|
3632
Ocean Power Technologies
OPTT
$52.9M
| – | – |
-88,031
| Closed | -$89K |
|
3633
Ormat Technologies
ORA
$7.17B
| – | – |
-298,757
| Closed | -$17.7M |
|
3634
Oxbridge Re Holdings
OXBR
$10.5M
| – | – |
-59,600
| Closed | -$105K |
|
3635
Plains GP Holdings
PAGP
$4.95B
| – | – |
-1,045,521
| Closed | -$6.37M |
|
3636
Passage Bio
PASG
$15M
| – | – |
-1,260
| Closed | -$330K |
|
3637
Paychex
PAYX
$42.4B
| – | – |
-121,701
| Closed | -$9.71M |
|
3638
Paylocity
PCTY
$7.51B
| – | – |
-14,800
| Closed | -$2.39M |
|
|
PDM
3639
Piedmont Realty Trust
PDM
$1.18B
| – | – |
-205,600
| Closed | -$2.79M |
|
3640
Pfizer
PFE
$150B
| – | – |
-566,041
| Closed | -$19.7M |
|
3641
Phio Pharmaceuticals
PHIO
$12.5M
| – | – |
-188
| Closed | -$43K |
|
3642
Plug Power
PLUG
$3.09B
| – | – |
-806,900
| Closed | -$10.8M |
|
3643
Pluri
PLUR
$18.9M
| – | – |
-9,454
| Closed | -$796K |
|
3644
ePlus
PLUS
$2.27B
| – | – |
-48,778
| Closed | -$1.78M |
|
3645
PNC Financial Services
PNC
$102B
| – | – |
-138,499
| Closed | -$15.2M |
|
3646
Pinnacle Financial Partners Inc
PNFP
$16B
| – | – |
-82,496
| Closed | -$2.94M |
|
3647
Pool Corp
POOL
$7.13B
| – | – |
-205,036
| Closed | -$68.6M |
|
3648
Primoris Services
PRIM
$4.4B
| – | – |
-53,500
| Closed | -$965K |
|
3649
Personalis
PSNL
$1.5B
| – | – |
-13,800
| Closed | -$299K |
|
3650
Phillips 66
PSX
$89.5B
| – | – |
-120,800
| Closed | -$6.26M |
|
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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.