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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
+1.23%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$77.4B
AUM Growth
-$2.68B
Cap. Flow
-$1.24B
Cap. Flow %
-1.6%
Top 10 Hldgs %
12.38%
Holding
4,070
New
663
Increased
931
Reduced
1,797
Closed
653

Top Buys

Rank Stock Value
1
ADBE icon
Adobe
ADBE
+$649M
2
NKE icon
Nike
NKE
+$453M
3
TSLA icon
Tesla
TSLA
+$431M
4
AZN icon
AstraZeneca
AZN
+$389M
5
KO icon
Coca-Cola
KO
+$336M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$897M
2
ALXN
Alexion Pharmaceuticals
ALXN
+$578M
3
MRNA icon
Moderna
MRNA
+$438M
4
AAPL icon
Apple
AAPL
+$417M
5
AON icon
Aon
AON
+$386M

Sector Composition

Rank Sector Weight
1 Technology 20.4%
2 Healthcare 20.27%
3 Consumer Staples 11.15%
4 Consumer Discretionary 9.81%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JG
3651
Aurora Mobile
JG
$31.3M
– –
-1,238
Closed -$80K
JLL icon
3652
Jones Lang LaSalle
JLL
$17B
– –
-88,689
Closed -$17.3M
JNPR
3653
DELISTED
Juniper Networks
JNPR
– –
-849,291
Closed -$23.2M
JOB icon
3654
GEE Group
JOB
$24.9M
– –
-2,461,900
Closed -$1.41M
KBR icon
3655
KBR
KBR
$4.81B
– –
-466,700
Closed -$17.8M
KEP icon
3656
Korea Electric Power
KEP
$14.8B
– –
-75,000
Closed -$810K
KEY icon
3657
KeyCorp
KEY
$24.6B
– –
-326,351
Closed -$6.74M
KEYS icon
3658
Keysight
KEYS
$60.5B
– –
-49,000
Closed -$7.57M
KNSL icon
3659
Kinsale Capital Group
KNSL
$8.59B
– –
-13,737
Closed -$2.26M
KNX icon
3660
Knight Transportation
KNX
$11.9B
– –
-102,327
Closed -$4.65M
KOD icon
3661
Kodiak Sciences
KOD
$2.5B
– –
-44,100
Closed -$4.1M
KOS icon
3662
Kosmos Energy
KOS
$1.51B
– –
-788,816
Closed -$2.73M
KPRX icon
3663
Kiora Pharmaceuticals
KPRX
$11.5M
– –
-251
Closed -$328K
KREF
3664
KKR Real Estate Finance Trust
KREF
$502M
– –
-110,300
Closed -$2.39M
KRKR
3665
36Kr Holdings
KRKR
$6.18M
– –
-2,805
Closed -$139K
KTOS icon
3666
Kratos Defense & Security Solutions
KTOS
$11.8B
– –
-272,499
Closed -$7.76M
KXIN icon
3667
Kaixin Holdings
KXIN
$8.47M
– –
0
– -$163K
LDOS icon
3668
Leidos
LDOS
$17.9B
– –
-95,150
Closed -$9.62M
LEA icon
3669
Lear
LEA
$8.16B
– –
-1,395
Closed -$245K
LECO icon
3670
Lincoln Electric
LECO
$15.5B
– –
-17,738
Closed -$2.34M
LEGN icon
3671
Legend Biotech
LEGN
$3.93B
– –
-60,800
Closed -$2.5M
LEVI icon
3672
Levi Strauss
LEVI
$8.63B
– –
-306,100
Closed -$8.48M
LEXX icon
3673
Lexaria Bioscience
LEXX
$13.4M
– –
-1,147
Closed -$120K
LGVN
3674
Longeveron
LGVN
$22M
– –
-3,820
Closed -$311K
LILA icon
3675
Liberty Latin America Class A
LILA
$1.67B
– –
-56,859
Closed -$535K
145 146
147
148 149

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Jim Simons's Q3 2021 Portfolio in Review

As of Q3 2021, Jim Simons held 4,070 positions worth $77.4B, down 3.3% from $80.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q3 2021 filing shows 663 new, 931 increased, 1,797 reduced and 653 closed positions. Its largest new stake was Adobe: 1,030,433 shares worth $593M. The largest sale was Amazon, an estimated $897M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Jim Simons's largest Q3 2021 buy was Adobe: 1,030,433 shares worth $593M.
  • Jim Simons added most to Nike in Q3 2021, an estimated $453M increase.
  • Jim Simons's biggest Q3 2021 reduction was Moderna, cutting an estimated $438M.
  • Jim Simons fully exited Amazon in Q3 2021, selling an estimated $897M.
  • Jim Simons's ten largest holdings make up 12% of its $77.4B portfolio in Q3 2021.
  • Jim Simons opened 663 new positions and closed 653 in Q3 2021.
  • Jim Simons's portfolio value fell 3.3% quarter-over-quarter to $77.4B.

Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.