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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
+9.15%
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
$100B
AUM Growth
-$15.7B
Cap. Flow
-$21.7B
Cap. Flow %
-21.63%
Top 10 Hldgs %
15.09%
Holding
3,879
New
490
Increased
1,152
Reduced
1,671
Closed
544

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$276M
2
PG icon
Procter & Gamble
PG
+$243M
3
ADI icon
Analog Devices
ADI
+$188M
4
AMD icon
Advanced Micro Devices
AMD
+$171M
5
HD icon
Home Depot
HD
+$162M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$1.95B
2
BMY icon
Bristol-Myers Squibb
BMY
+$778M
3
WMT icon
Walmart Inc
WMT
+$723M
4
ZM icon
Zoom
ZM
+$642M
5
CMG icon
Chipotle Mexican Grill
CMG
+$573M

Sector Composition

Rank Sector Weight
1 Healthcare 22.93%
2 Technology 16.65%
3 Consumer Staples 12.19%
4 Consumer Discretionary 9.52%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
3651
Shopify
SHOP
$193B
– –
-1,519,000
Closed -$144M
SIG icon
3652
Signet Jewelers
SIG
$3.56B
– –
-608,300
Closed -$6.25M
SITM icon
3653
SiTime
SITM
$20.7B
– –
-26,400
Closed -$1.25M
SKM icon
3654
SK Telecom
SKM
$13.4B
– –
-21,306
Closed -$678K
SKYY icon
3655
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-12,300
Closed -$916K
SLNO
3656
DELISTED
Soleno Therapeutics
SLNO
– –
-9,617
Closed -$320K
SLS icon
3657
SELLAS Life Sciences
SLS
$2.29B
– –
-14,360
Closed -$42K
SMH icon
3658
VanEck Semiconductor ETF
SMH
$72.4B
– –
-31,600
Closed -$2.41M
SMHI icon
3659
SEACOR Marine Holdings
SMHI
$264M
– –
-27,546
Closed -$70K
SNAP icon
3660
Snap
SNAP
$8.93B
– –
-8,902,400
Closed -$209M
SNDX icon
3661
Syndax Pharmaceuticals
SNDX
$1.83B
– –
-94,700
Closed -$1.4M
SNES icon
3662
SenesTech
SNES
$6.83M
– –
-9
Closed -$42K
SNGX icon
3663
Soligenix
SNGX
$5.79M
– –
-748
Closed -$379K
SNX icon
3664
TD Synnex
SNX
$20.6B
– –
-114,856
Closed -$6.88M
SOXX icon
3665
iShares Semiconductor ETF
SOXX
$46.6B
– –
-13,500
Closed -$1.22M
SPHB icon
3666
Invesco S&P 500 High Beta ETF
SPHB
$944M
– –
-12,800
Closed -$512K
SPOT icon
3667
Spotify
SPOT
$101B
– –
-1,260,921
Closed -$326M
SPR
3668
DELISTED
Spirit AeroSystems
SPR
– –
-292,199
Closed -$7M
SPYV icon
3669
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
– –
-50,100
Closed -$1.45M
SQQQ icon
3670
ProShares UltraPro Short QQQ
SQQQ
$1.73B
– –
-342
Closed -$1.61M
SSL icon
3671
Sasol
SSL
$7.35B
– –
-146,800
Closed -$1.13M
SSO icon
3672
ProShares Ultra S&P500
SSO
$8.38B
– –
-30,400
Closed -$475K
STRO icon
3673
Sutro Biopharma
STRO
$320M
– –
-14,951
Closed -$1.16M
STRR
3674
DELISTED
Star Equity Holdings
STRR
– –
-4,058
Closed -$57K
SUPV
3675
Grupo Supervielle
SUPV
$735M
– –
-62,376
Closed -$137K
145 146
147
148 149

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Jim Simons's Q3 2020 Portfolio in Review

As of Q3 2020, Jim Simons held 3,879 positions worth $100B, down 14% from $116B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Jim Simons withdrew a net $21.7B in Q3 2020, closing 544 positions and reducing 1,671 holdings. Its most notable exit was Alibaba, an estimated $426M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 23% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Microsoft worth $277M.

  • Jim Simons's largest Q3 2020 buy was Microsoft: 1,315,812 shares worth $277M.
  • Jim Simons added most to Procter & Gamble in Q3 2020, an estimated $243M increase.
  • Jim Simons's biggest Q3 2020 reduction was Tesla, cutting an estimated $1.95B.
  • Jim Simons fully exited Alibaba in Q3 2020, selling an estimated $426M.
  • Jim Simons's ten largest holdings make up 15% of its $100B portfolio in Q3 2020.
  • Jim Simons opened 490 new positions and closed 544 in Q3 2020.
  • Jim Simons's portfolio value fell 14% quarter-over-quarter to $100B.

Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.