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
+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
ROM icon
4176
ProShares Ultra Technology
ROM
$1.27B
– –
-10,000
Closed -$497K
RPV icon
4177
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
– –
-7,400
Closed -$561K
RRX icon
4178
Regal Rexnord
RRX
$11.5B
– –
-159,300
Closed -$23.9M
RS icon
4179
Reliance Steel & Aluminium
RS
$21.6B
– –
-51,412
Closed -$7.32M
SAH icon
4180
Sonic Automotive
SAH
$2.55B
– –
-19,330
Closed -$1.02M
SAM icon
4181
Boston Beer
SAM
$1.85B
– –
-85,900
Closed -$43.8M
SBUX icon
4182
Starbucks
SBUX
$122B
– –
-909,941
Closed -$100M
SCHA icon
4183
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-82,800
Closed -$2.07M
SCHF icon
4184
Schwab International Equity ETF
SCHF
$68.5B
– –
-129,600
Closed -$2.51M
SF
4185
Stifel
SF
$12.7B
– –
-381,473
Closed -$17.3M
SHG icon
4186
Shinhan Financial Group
SHG
$34.3B
– –
-15,200
Closed -$512K
SHOP icon
4187
Shopify
SHOP
$196B
– –
-15,000
Closed -$2.04M
SHYG icon
4188
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
– –
-183,900
Closed -$8.4M
SIG icon
4189
Signet Jewelers
SIG
$3.68B
– –
-513,100
Closed -$40.5M
SKYY icon
4190
First Trust Cloud Computing ETF
SKYY
$3.22B
– –
-11,700
Closed -$1.23M
SLM icon
4191
SLM Corp
SLM
$5.11B
– –
-487,500
Closed -$8.58M
SLNH icon
4192
Soluna Holdings
SLNH
$200M
– –
-4,124
Closed -$827K
SLP icon
4193
Simulations Plus
SLP
$370M
– –
-6,200
Closed -$245K
SLVP icon
4194
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
– –
-15,935
Closed -$196K
SLYG icon
4195
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
– –
-17,500
Closed -$1.52M
SLYV icon
4196
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-3,800
Closed -$311K
SMG icon
4197
ScottsMiracle-Gro
SMG
$3.61B
– –
-243,600
Closed -$35.7M
SNN icon
4198
Smith & Nephew
SNN
$12.6B
– –
-215,647
Closed -$7.41M
SNOW icon
4199
Snowflake
SNOW
$116B
– –
-336,862
Closed -$102M
SOFI icon
4200
SoFi Technologies
SOFI
$23.2B
– –
-99,100
Closed -$1.57M
166 167
168
169 170

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 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.