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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
XYLO
3776
DELISTED
Xylo Technologies
XYLO
– –
-4,727
Closed -$261K
AMBR
3777
Amber International Holding Ltd
AMBR
$123M
– –
-40,667
Closed -$2.71M
BWIN
3778
Baldwin Insurance Group
BWIN
$2.88B
– –
-15,700
Closed -$391K
QXO
3779
QXO Inc
QXO
$16.8B
– –
-2,261
Closed -$48K
SEI
3780
Solaris Energy Infrastructure
SEI
$3.87B
– –
-85,630
Closed -$543K
PENG
3781
Penguin Solutions Inc
PENG
$2.94B
– –
-20,200
Closed -$276K
MAGN
3782
Magnera Corp
MAGN
$444M
– –
-10,362
Closed -$1.85M
QVCGA
3783
DELISTED
QVC Group Inc Series A
QVCGA
– –
-1,789
Closed -$642K
PDCO
3784
DELISTED
Patterson Companies, Inc.
PDCO
– –
-429,204
Closed -$10.3M
ALTR
3785
DELISTED
Altair Engineering Inc
ALTR
– –
-14,600
Closed -$613K
BACK
3786
DELISTED
IMAC Holdings, Inc. Common Stock
BACK
– –
-1,837
Closed -$43K
ATXI
3787
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-68
Closed -$822K
BEST
3788
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
– –
-62,320
Closed -$3.74M
CTLT
3789
DELISTED
CATALENT, INC.
CTLT
– –
-456,900
Closed -$39.1M
RCM
3790
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-139,098
Closed -$2.39M
BYU
3791
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
– –
-238
Closed -$151K
GHSI
3792
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
– –
-410
Closed -$25K
BIG
3793
DELISTED
Big Lots, Inc.
BIG
– –
-426,900
Closed -$19M
LSXMK
3794
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-377,488
Closed -$9.67M
LSXMA
3795
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-26,812
Closed -$653K
TWOU
3796
DELISTED
2U Inc
TWOU
– –
-9,947
Closed -$10.1M
WIRE
3797
DELISTED
Encore Wire Corp
WIRE
– –
-84,000
Closed -$3.9M
GGE
3798
DELISTED
Green Giant Inc. Common Stock
GGE
– –
-11,902
Closed -$13K
NGM
3799
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
– –
-82,200
Closed -$1.31M
GMDA
3800
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
– –
-19,082
Closed -$79K
150 151
152
153 154

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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.