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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
+6.42%
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
$80.4B
AUM Growth
+$2.95B
Cap. Flow
-$95.7M
Cap. Flow %
-0.12%
Top 10 Hldgs %
11.6%
Holding
4,407
New
984
Increased
1,222
Reduced
1,628
Closed
545

Top Buys

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$524M
2
JPM icon
JPMorgan Chase
JPM
+$515M
3
AMZN icon
Amazon
AMZN
+$505M
4
T icon
AT&T
T
+$450M
5
COIN icon
Coinbase
COIN
+$389M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$836M
2
AMD icon
Advanced Micro Devices
AMD
+$706M
3
ADBE icon
Adobe
ADBE
+$597M
4
QCOM icon
Qualcomm
QCOM
+$508M
5
NKE icon
Nike
NKE
+$442M

Sector Composition

Rank Sector Weight
1 Healthcare 19.47%
2 Technology 17.63%
3 Consumer Staples 10.26%
4 Consumer Discretionary 9.89%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMED
3876
DELISTED
Amedisys
AMED
– –
-38,301
Closed -$5.71M
AMSC icon
3877
American Superconductor
AMSC
$1.53B
– –
-43,808
Closed -$639K
AORT icon
3878
Artivion
AORT
$1.39B
– –
-86,600
Closed -$1.93M
APAM icon
3879
Artisan Partners
APAM
$3.03B
– –
-27,100
Closed -$1.33M
APPF icon
3880
AppFolio
APPF
$7.22B
– –
-20,600
Closed -$2.48M
AREC icon
3881
American Resources Corp
AREC
$302M
– –
-35,821
Closed -$68K
ARGX icon
3882
argenx
ARGX
$53.6B
– –
-35,874
Closed -$10.8M
ARWR icon
3883
Arrowhead Research
ARWR
$12.1B
– –
-54,100
Closed -$3.38M
EFOR
3884
Everforth Inc
EFOR
$1.37B
– –
-48,194
Closed -$5.45M
ASX icon
3885
ASE Group
ASX
$103B
– –
-1,647,885
Closed -$12.9M
ATRA icon
3886
Atara Biotherapeutics
ATRA
$76.7M
– –
-11,267
Closed -$5.04M
ATRC icon
3887
AtriCure
ATRC
$2.21B
– –
-65,200
Closed -$4.54M
AVNS
3888
DELISTED
Avanos Medical
AVNS
– –
-132,300
Closed -$4.13M
AVUV icon
3889
Avantis US Small Cap Value ETF
AVUV
$31B
– –
-16,100
Closed -$1.22M
BA icon
3890
Boeing
BA
$182B
– –
-1,498,493
Closed -$330M
BANF icon
3891
BancFirst
BANF
$3.89B
– –
-42,688
Closed -$2.57M
BBY icon
3892
Best Buy
BBY
$18B
– –
-811,100
Closed -$85.7M
BCDA icon
3893
BioCardia
BCDA
$13.8M
– –
-2,903
Closed -$137K
BCRX icon
3894
BioCryst Pharmaceuticals
BCRX
$2.51B
– –
-408,180
Closed -$5.87M
BG icon
3895
Bunge Global
BG
$21.7B
– –
-14,100
Closed -$1.15M
BGFV
3896
DELISTED
Big 5 Sporting Goods
BGFV
– –
-9,800
Closed -$226K
BBT
3897
Beacon Financial Corp
BBT
$2.71B
– –
-55,721
Closed -$1.5M
BILL icon
3898
BILL Holdings
BILL
$5.11B
– –
-171,900
Closed -$45.9M
BIPC icon
3899
Brookfield Infrastructure
BIPC
$5.01B
– –
-105,000
Closed -$4.2M
BIVI icon
3900
BioVie
BIVI
$11.8M
– –
-531
Closed -$355K
154 155
156
157 158

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Jim Simons's Q4 2021 Portfolio in Review

As of Q4 2021, Jim Simons held 4,407 positions worth $80.4B, up 3.8% from $77.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2021 filing shows 984 new, 1,222 increased, 1,628 reduced and 545 closed positions. Its largest new stake was Amazon: 2,953,100 shares worth $492M. The largest sale was NVIDIA, an estimated $836M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Staples.

  • Jim Simons's largest Q4 2021 buy was Amazon: 2,953,100 shares worth $492M.
  • Jim Simons added most to Roblox in Q4 2021, an estimated $524M increase.
  • Jim Simons's biggest Q4 2021 reduction was NVIDIA, cutting an estimated $836M.
  • Jim Simons fully exited Advanced Micro Devices in Q4 2021, selling an estimated $706M.
  • Jim Simons's ten largest holdings make up 12% of its $80.4B portfolio in Q4 2021.
  • Jim Simons opened 984 new positions and closed 545 in Q4 2021.
  • Jim Simons's portfolio value rose 3.8% quarter-over-quarter to $80.4B.

Based on Renaissance Technologies's 13F filing for Q4 2021, filed 11 Feb 2022.