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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
+6.42%
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
$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
JPIN icon
4076
JPMorgan Diversified Return International Equity ETF
JPIN
$376M
– –
-4,200
Closed -$253K
KBWB icon
4077
Invesco KBW Bank ETF
KBWB
$6.83B
– –
-15,000
Closed -$1.01M
KKR icon
4078
KKR & Co
KKR
$98.4B
– –
-298,850
Closed -$18.2M
KMI icon
4079
Kinder Morgan
KMI
$70.7B
– –
-1,406,331
Closed -$23.5M
KMT icon
4080
Kennametal
KMT
$2.33B
– –
-215,150
Closed -$7.37M
KRBN icon
4081
KraneShares Global Carbon Strategy ETF
KRBN
$131M
– –
-16,400
Closed -$674K
KRE icon
4082
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-4,700
Closed -$318K
KRG icon
4083
Kite Realty
KRG
$5.28B
– –
-241,299
Closed -$4.91M
KROS icon
4084
Keros Therapeutics
KROS
$213M
– –
-24,572
Closed -$972K
KRYS icon
4085
Krystal Biotech
KRYS
$9.81B
– –
-33,300
Closed -$1.74M
KSA icon
4086
iShares MSCI Saudi Arabia ETF
KSA
$623M
– –
-43,700
Closed -$1.83M
KT icon
4087
KT
KT
$8.8B
– –
-174,700
Closed -$2.38M
KUKE
4088
DELISTED
Kuke Music
KUKE
– –
-3,280
Closed -$198K
LAZR
4089
DELISTED
Luminar Technologies
LAZR
– –
-47,600
Closed -$11.1M
LBRDA icon
4090
Liberty Broadband Class A
LBRDA
$5.08B
– –
-3,900
Closed -$657K
LDUR icon
4091
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
– –
-10,675
Closed -$1.09M
LGIH icon
4092
LGI Homes
LGIH
$1.33B
– –
-29,900
Closed -$4.24M
LGMK
4093
DELISTED
LogicMark
LGMK
– –
-188
Closed -$391K
LKFN icon
4094
Lakeland Financial Corp
LKFN
$1.55B
– –
-15,900
Closed -$1.13M
PWCM
4095
PowerCompute, Inc. Common Stock
PWCM
$1.4M
– –
-491
Closed -$301K
LNTH icon
4096
Lantheus
LNTH
$6.58B
– –
-27,158
Closed -$697K
LPLA icon
4097
LPL Financial
LPLA
$29.3B
– –
-30,564
Closed -$4.79M
LYG icon
4098
Lloyds Banking Group
LYG
$90.1B
– –
-1,708,800
Closed -$4.19M
LZB icon
4099
La-Z-Boy
LZB
$1.66B
– –
-202,500
Closed -$6.53M
MA icon
4100
Mastercard
MA
$488B
– –
-882,000
Closed -$307M
162 163
164
165 166

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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.