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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
RCUS icon
3776
Arcus Biosciences
RCUS
$3.7B
– –
-275,700
Closed -$7.57M
RDHL
3777
Redhill Biopharma
RDHL
$3.65M
– –
-20
Closed -$137K
REAL icon
3778
The RealReal
REAL
$1.41B
– –
-683,700
Closed -$13.5M
REFR icon
3779
Research Frontiers
REFR
$16.4M
– –
-48,214
Closed -$114K
REYN icon
3780
Reynolds Consumer Products
REYN
$5.55B
– –
-167,400
Closed -$5.08M
RIG icon
3781
Transocean
RIG
$6.38B
– –
-343,239
Closed -$1.55M
RIOT icon
3782
Riot Platforms
RIOT
$7.83B
– –
-2,119,750
Closed -$79.9M
RDNW
3783
RideNow Group
RDNW
$240M
– –
-35,000
Closed -$1.42M
ROST icon
3784
Ross Stores
ROST
$80.4B
– –
-34,528
Closed -$4.28M
RPM icon
3785
RPM International
RPM
$14.7B
– –
-180,300
Closed -$16M
RRBI icon
3786
Red River Bancshares
RRBI
$676M
– –
-7,165
Closed -$362K
RVMD icon
3787
Revolution Medicines
RVMD
$44B
– –
-22,900
Closed -$727K
RVP icon
3788
Retractable Technologies
RVP
$20.2M
– –
-26,600
Closed -$307K
RVPH
3789
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
– –
-563
Closed -$55K
RY icon
3790
Royal Bank of Canada
RY
$295B
– –
-6,694
Closed -$678K
RYTM icon
3791
Rhythm Pharmaceuticals
RYTM
$8.01B
– –
-52,200
Closed -$1.02M
SAFE
3792
Safehold
SAFE
$1.09B
– –
-30,837
Closed -$3.11M
SANA icon
3793
Sana Biotechnology
SANA
$1.14B
– –
-22,200
Closed -$436K
SAP icon
3794
SAP
SAP
$235B
– –
-230,200
Closed -$32.3M
SCHR
3795
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-175,178
Closed -$4.98M
SCHZ icon
3796
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-95,064
Closed -$2.6M
SCNI
3797
Scinai Immunotherapeutics
SCNI
$1.26M
– –
-901
Closed -$259K
SDGR icon
3798
Schrodinger
SDGR
$1.38B
– –
-134,100
Closed -$10.1M
SE icon
3799
Sea Limited
SE
$78.2B
– –
-34,300
Closed -$9.42M
SEED icon
3800
Origin Agritech
SEED
$13.1M
– –
-11,910
Closed -$103K
150 151
152
153 154

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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.