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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
LILAK icon
3676
Liberty Latin America Class C
LILAK
$1.65B
– –
-33,248
Closed -$426K
LIN icon
3677
Linde
LIN
$220B
– –
-504,100
Closed -$146M
LIQT icon
3678
LiqTech
LIQT
$19.7M
– –
-1,963
Closed -$115K
NMAD
3679
Nomad Power Solutions
NMAD
$74.1M
– –
-5,090
Closed -$154K
LOB icon
3680
Live Oak Bancshares
LOB
$2.01B
– –
-24,800
Closed -$1.46M
LPL icon
3681
LG Display
LPL
$3.37B
– –
-142,500
Closed -$1.52M
LPG icon
3682
Dorian LPG
LPG
$1.95B
– –
-215,400
Closed -$3.04M
LQD icon
3683
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-41,200
Closed -$5.54M
LSEA
3684
DELISTED
Landsea Homes
LSEA
– –
-40,700
Closed -$341K
LSTR icon
3685
Landstar System
LSTR
$6.4B
– –
-38,040
Closed -$6.01M
LVS icon
3686
Las Vegas Sands
LVS
$29.6B
– –
-1,386,700
Closed -$73.1M
LXRX icon
3687
Lexicon Pharmaceuticals
LXRX
$1.04B
– –
-59,775
Closed -$274K
MAT icon
3688
Mattel
MAT
$4.25B
– –
-523,800
Closed -$10.5M
MATX icon
3689
Matsons
MATX
$6.39B
– –
-32,900
Closed -$2.11M
MAXN
3690
DELISTED
Maxeon Solar Technologies
MAXN
– –
-176
Closed -$377K
MBB icon
3691
iShares MBS ETF
MBB
$39.2B
– –
-15,014
Closed -$1.63M
MBOT icon
3692
Microbot Medical
MBOT
$113M
– –
-40,113
Closed -$318K
MCFT icon
3693
MasterCraft Boat Holdings
MCFT
$598M
– –
-70,300
Closed -$1.85M
MCK icon
3694
McKesson
MCK
$99.9B
– –
-569,526
Closed -$109M
MDIA icon
3695
Mediaco Holding
MDIA
$78.5M
– –
-31,169
Closed -$112K
MDY icon
3696
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
– –
-13,400
Closed -$6.58M
MDYV icon
3697
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.89B
– –
-9,600
Closed -$648K
MFC icon
3698
Manulife Financial
MFC
$72.9B
– –
-1,521,314
Closed -$29.9M
MGM icon
3699
MGM Resorts International
MGM
$11.1B
– –
-96,540
Closed -$4.12M
MGNI icon
3700
Magnite
MGNI
$3.53B
– –
-1,129,454
Closed -$38.2M
146 147
148
149 150

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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.