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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
CXW icon
3951
CoreCivic
CXW
$3.13B
– –
-21,985
Closed -$196K
CYTK icon
3952
Cytokinetics
CYTK
$10.2B
– –
-338,367
Closed -$12.1M
DAC icon
3953
Danaos Corp
DAC
$2.56B
– –
-7,500
Closed -$614K
DAO
3954
Youdao
DAO
$2.11B
– –
-10,100
Closed -$122K
DARE icon
3955
Dare Bioscience
DARE
$20.5M
– –
-27,003
Closed -$541K
DCI icon
3956
Donaldson
DCI
$11.1B
– –
-31,800
Closed -$1.83M
DD icon
3957
DuPont de Nemours
DD
$19.5B
– –
-816,793
Closed -$69.7M
DENN
3958
DELISTED
Denny's
DENN
– –
-137,111
Closed -$2.24M
DEM icon
3959
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-25,300
Closed -$1.1M
DG icon
3960
Dollar General
DG
$26.9B
– –
-327,400
Closed -$69.5M
DK icon
3961
Delek US
DK
$4.18B
– –
-80,485
Closed -$1.45M
DLR icon
3962
Digital Realty Trust
DLR
$73.1B
– –
-17,347
Closed -$2.51M
DLS icon
3963
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-5,900
Closed -$438K
DLTH icon
3964
Duluth Holdings
DLTH
$151M
– –
-53,900
Closed -$735K
DOX icon
3965
Amdocs
DOX
$6.23B
– –
-23,700
Closed -$1.79M
DPST icon
3966
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
– –
-850
Closed -$382K
DVYE icon
3967
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-11,900
Closed -$463K
DXF
3968
Eason Technology Ltd
DXF
$1.72M
– –
-68
Closed -$112K
DXJ icon
3969
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
– –
-25,900
Closed -$1.64M
EBTC
3970
DELISTED
Enterprise Bancorp
EBTC
– –
-20,848
Closed -$749K
EFC
3971
Ellington Financial
EFC
$1.76B
– –
-127,400
Closed -$2.33M
EL icon
3972
Estee Lauder
EL
$31.6B
– –
-52,000
Closed -$15.6M
ELP
3973
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-124,220
Closed -$649K
ENS icon
3974
EnerSys
ENS
$7.2B
– –
-4,600
Closed -$342K
EPAM icon
3975
EPAM Systems
EPAM
$5.24B
– –
-49,900
Closed -$28.5M
157 158
159
160 161

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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.