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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
BLDP
3901
Ballard Power Systems
BLDP
$790M
– –
-206,113
Closed -$2.9M
BLFS icon
3902
BioLife Solutions
BLFS
$1.72B
– –
-66,600
Closed -$2.82M
BNDX icon
3903
Vanguard Total International Bond ETF
BNDX
$83B
– –
-22,891
Closed -$1.3M
BOTZ icon
3904
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.59B
– –
-32,200
Closed -$1.18M
BQ
3905
Boqii Holding Ltd
BQ
$9.15M
– –
-240
Closed -$111K
BRKR icon
3906
Bruker
BRKR
$8.83B
– –
-212,610
Closed -$16.6M
STEX
3907
Streamex Corp
STEX
$90.3M
– –
-7,260
Closed -$216K
BSY icon
3908
Bentley Systems
BSY
$11B
– –
-162,950
Closed -$9.88M
BUG icon
3909
Global X Cybersecurity ETF
BUG
$1.56B
– –
-23,692
Closed -$723K
BUZZ icon
3910
VanEck Social Sentiment ETF
BUZZ
$103M
– –
-8,800
Closed -$217K
BVS icon
3911
Bioventus
BVS
$1.17B
– –
-23,900
Closed -$338K
BXP icon
3912
Boston Properties
BXP
$11B
– –
-65,200
Closed -$7.06M
CANF
3913
Can-Fite BioPharma American Depositary Shares
CANF
$7.28M
– –
-467
Closed -$155K
CARG icon
3914
CarGurus
CARG
$3.38B
– –
-145,700
Closed -$4.58M
CARM
3915
DELISTED
Carisma Therapeutics
CARM
– –
-78,484
Closed -$1.25M
CASH icon
3916
Pathward Financial
CASH
$1.79B
– –
-11,500
Closed -$604K
CASS icon
3917
Cass Information Systems
CASS
$750M
– –
-18,659
Closed -$781K
CATY icon
3918
Cathay General Bancorp
CATY
$4.31B
– –
-53,571
Closed -$2.22M
CBRL icon
3919
Cracker Barrel
CBRL
$1.31B
– –
-135,332
Closed -$18.9M
CBT icon
3920
Cabot Corp
CBT
$4.45B
– –
-157,400
Closed -$7.89M
CBZ icon
3921
CBIZ
CBZ
$2.96B
– –
-114,800
Closed -$3.71M
CCEP icon
3922
Coca-Cola Europacific Partners
CCEP
$47.5B
– –
-95,800
Closed -$5.3M
CDZI icon
3923
Cadiz
CDZI
$295M
– –
-66,300
Closed -$467K
CEVA icon
3924
CEVA Inc
CEVA
$855M
– –
-7,600
Closed -$324K
CFG icon
3925
Citizens Financial Group
CFG
$31.2B
– –
-490,900
Closed -$23.1M
155 156
157
158 159

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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.