We are live on ! Find out more
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
XCUR icon
3901
Exicure
XCUR
$8.92M
– –
-1,145
Closed -$258K
XHB icon
3902
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
– –
-3,000
Closed -$220K
XLB icon
3903
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-131,000
Closed -$5.39M
XLF icon
3904
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-244,400
Closed -$8.97M
XLI icon
3905
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-249,300
Closed -$25.5M
XLK icon
3906
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-31,400
Closed -$2.32M
XLRE icon
3907
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-60,400
Closed -$2.68M
XLY icon
3908
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-105,818
Closed -$9.45M
XMLV icon
3909
Invesco S&P MidCap Low Volatility ETF
XMLV
$740M
– –
-11,400
Closed -$610K
XXII
3910
22nd Century Group
XXII
$1.52M
– –
0
– -$2.7M
YETI icon
3911
Yeti Holdings
YETI
$3.85B
– –
-139,400
Closed -$12.8M
YPF icon
3912
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
– –
-235,644
Closed -$1.1M
Z icon
3913
Zillow
Z
$7.68B
– –
-28,114
Closed -$3.44M
SER icon
3914
Serina Therapeutics
SER
$41.7M
– –
-2,134
Closed -$116K
XYLO
3915
DELISTED
Xylo Technologies
XYLO
– –
-6,239
Closed -$452K
GRDX
3916
GridAI Technologies Corp
GRDX
$22.3M
– –
-1
Closed -$142K
IRD
3917
Opus Genetics
IRD
$323M
– –
-35,529
Closed -$188K
AUC
3918
ATIF Holdings
AUC
$67M
– –
-1,244
Closed -$101K
TBCH
3919
Turtle Beach Corp
TBCH
$231M
– –
-164,000
Closed -$5.24M
XIFR
3920
XPLR Infrastructure LP
XIFR
$1.08B
– –
-33,300
Closed -$2.54M
QVCGB
3921
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
– –
-208
Closed -$138K
KLRS
3922
Kalaris Therapeutics
KLRS
$94.5M
– –
-1,217
Closed -$553K
JOYY
3923
JOYY Inc
JOYY
$3.7B
– –
-670,315
Closed -$44.2M
VSA
3924
VisionSys AI
VSA
$10.6M
– –
-242
Closed -$1.69M
TVRD
3925
Tvardi Therapeutics
TVRD
$22.1M
– –
-4,346
Closed -$2.23M
155 156
157
158 159

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.