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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
PYPL icon
3651
PayPal
PYPL
$49.9B
– –
-174,000
Closed -$34.3M
QGEN icon
3652
Qiagen
QGEN
$8.76B
– –
-213,774
Closed -$11.8M
QNCX icon
3653
Quince Therapeutics
QNCX
$31.8M
– –
-22
Closed -$220K
QTWO icon
3654
Q2 Holdings
QTWO
$3.87B
– –
-3,300
Closed -$301K
RACE icon
3655
Ferrari
RACE
$71.1B
– –
-9,100
Closed -$1.68M
RBC icon
3656
RBC Bearings
RBC
$17.6B
– –
-15,300
Closed -$1.85M
RDN icon
3657
Radian Group
RDN
$4.88B
– –
-343,500
Closed -$5.02M
RDUS
3658
DELISTED
Radius Recycling
RDUS
– –
-17,023
Closed -$327K
REKR icon
3659
Rekor Systems
REKR
$96.3M
– –
-415,698
Closed -$2.39M
RHP icon
3660
Ryman Hospitality Properties
RHP
$7.78B
– –
-73,941
Closed -$2.72M
RLI icon
3661
RLI Corp
RLI
$5.79B
– –
-99,200
Closed -$4.15M
RLJ icon
3662
RLJ Lodging Trust
RLJ
$1.63B
– –
-28,232
Closed -$244K
ROAD icon
3663
Construction Partners
ROAD
$6.84B
– –
-109,600
Closed -$2M
RODM icon
3664
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
– –
-16,100
Closed -$417K
ROP icon
3665
Roper Technologies
ROP
$38.7B
– –
-173,300
Closed -$68.5M
ROST icon
3666
Ross Stores
ROST
$79.6B
– –
-470,828
Closed -$43.9M
RRGB icon
3667
Red Robin
RRGB
$148M
– –
-55,794
Closed -$734K
HIND
3668
Vyome Holdings
HIND
$15.9M
– –
0
– -$34K
RTX icon
3669
RTX Corp
RTX
$296B
– –
-227,946
Closed -$13.1M
RVTY icon
3670
Revvity
RVTY
$12.8B
– –
-468,500
Closed -$58.8M
SA
3671
Seabridge Gold
SA
$3.53B
– –
-19,100
Closed -$359K
FLNA
3672
Filana Therapeutics
FLNA
$46M
– –
-112,300
Closed -$1.29M
SBCF icon
3673
Seacoast Banking Corp of Florida
SBCF
$3.44B
– –
-105,240
Closed -$1.9M
SBSW icon
3674
Sibanye-Stillwater
SBSW
$7.58B
– –
-352,158
Closed -$3.92M
SCHA icon
3675
Schwab U.S Small- Cap ETF
SCHA
$23.2B
– –
-63,200
Closed -$1.08M
145 146
147
148 149

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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.