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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
+1.23%
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
$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
PHR icon
3751
Phreesia
PHR
$746M
– –
-176,500
Closed -$10.8M
PKX icon
3752
POSCO
PKX
$17.2B
– –
-38,240
Closed -$2.94M
PLD icon
3753
Prologis
PLD
$133B
– –
-95,814
Closed -$11.5M
PLL
3754
DELISTED
Piedmont Lithium
PLL
– –
-59,600
Closed -$4.66M
PLSE icon
3755
Pulse Biosciences
PLSE
$3.11B
– –
-39,852
Closed -$654K
PLX icon
3756
Protalix BioTherapeutics
PLX
$214M
– –
-30,075
Closed -$57K
PLYA
3757
DELISTED
Playa Hotels & Resorts
PLYA
– –
-42,600
Closed -$317K
PLXS icon
3758
Plexus
PLXS
$7.36B
– –
-11,393
Closed -$1.04M
PNTG icon
3759
Pennant Group
PNTG
$1.34B
– –
-51,700
Closed -$2.12M
PRAX icon
3760
Praxis Precision Medicines
PRAX
$10.5B
– –
-2,493
Closed -$684K
PRG icon
3761
PROG Holdings
PRG
$1.65B
– –
-124,624
Closed -$6M
PRGO icon
3762
Perrigo
PRGO
$1.74B
– –
-631,308
Closed -$28.9M
PROF
3763
Profound Medical
PROF
$252M
– –
-15,900
Closed -$260K
PSK icon
3764
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
– –
-35,885
Closed -$1.59M
P
3765
Everpure Inc
P
$36.8B
– –
-1,699,600
Closed -$33.2M
CNSY
3766
Cerenome, Inc. Common Stock
CNSY
$26.2M
– –
-47
Closed -$45K
PTON icon
3767
Peloton Interactive
PTON
$2.4B
– –
-1,124,235
Closed -$139M
PYPD icon
3768
PolyPid
PYPD
$88.8M
– –
-640
Closed -$174K
PZA icon
3769
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
– –
-150,781
Closed -$4.11M
AIXC
3770
AIxCrypto Holdings Inc
AIXC
$14.5M
– –
-228
Closed -$227K
QURE icon
3771
uniQure
QURE
$3.14B
– –
-28,321
Closed -$872K
R icon
3772
Ryder
R
$10.1B
– –
-37,600
Closed -$2.79M
RACE icon
3773
Ferrari
RACE
$71.4B
– –
-52,048
Closed -$10.7M
RAIL icon
3774
FreightCar America
RAIL
$246M
– –
-91,127
Closed -$540K
RBKB icon
3775
Rhinebeck Bancorp
RBKB
$199M
– –
-14,500
Closed -$159K
149 150
151
152 153

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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.