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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
MCBS icon
4101
MetroCity Bankshares
MCBS
$1.03B
– –
-14,200
Closed -$298K
MCO icon
4102
Moody's
MCO
$82.4B
– –
-106,800
Closed -$37.9M
MELI icon
4103
Mercado Libre
MELI
$95.8B
– –
-30,300
Closed -$50.9M
CD
4104
Chaince Digital Holdings
CD
$291M
– –
-22,557
Closed -$57K
MGRC icon
4105
McGrath RentCorp
MGRC
$2.9B
– –
-11,795
Closed -$849K
MIST icon
4106
Milestone Pharmaceuticals
MIST
$142M
– –
-26,400
Closed -$151K
MLCO icon
4107
Melco Resorts & Entertainment
MLCO
$2.15B
– –
-458,100
Closed -$4.69M
MLKN icon
4108
MillerKnoll
MLKN
$1.58B
– –
-270,383
Closed -$10.2M
MMSI icon
4109
Merit Medical Systems
MMSI
$5.4B
– –
-49,012
Closed -$3.52M
MMYT icon
4110
MakeMyTrip
MMYT
$5.68B
– –
-87,335
Closed -$2.38M
MOG.A icon
4111
Moog Inc Class A
MOG.A
$13.3B
– –
-22,500
Closed -$1.72M
ORIO
4112
Orion Digital Corp
ORIO
$19.7M
– –
-83,035
Closed -$1.07M
MPB icon
4113
Mid Penn Bancorp
MPB
$966M
– –
-37,900
Closed -$1.04M
MPC icon
4114
Marathon Petroleum
MPC
$95.7B
– –
-911,099
Closed -$56.3M
MT icon
4115
ArcelorMittal
MT
$56B
– –
-745,471
Closed -$22.5M
MTB icon
4116
M&T Bank
MTB
$36.4B
– –
-4,442
Closed -$663K
MTN icon
4117
Vail Resorts
MTN
$5.22B
– –
-74,506
Closed -$24.9M
MTW icon
4118
Manitowoc
MTW
$700M
– –
-11,349
Closed -$243K
MTZ icon
4119
MasTec
MTZ
$22.8B
– –
-254,700
Closed -$22M
MUR icon
4120
Murphy Oil
MUR
$5.09B
– –
-480,200
Closed -$12M
MWA icon
4121
Mueller Water Products
MWA
$4.03B
– –
-191,500
Closed -$2.92M
MYO icon
4122
Myomo
MYO
$58.2M
– –
-14,000
Closed -$166K
NCMI icon
4123
National CineMedia
NCMI
$225M
– –
-14,056
Closed -$500K
NHI icon
4124
National Health Investors
NHI
$3.45B
– –
-50,900
Closed -$2.72M
NOV icon
4125
NOV
NOV
$7.41B
– –
-947,310
Closed -$12.4M
163 164
165
166 167

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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.