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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
SONO icon
4201
Sonos
SONO
$1.78B
– –
-46,200
Closed -$1.5M
SOXX icon
4202
iShares Semiconductor ETF
SOXX
$45.2B
– –
-18,900
Closed -$2.81M
SPAB icon
4203
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
– –
-83,600
Closed -$2.5M
SPCB icon
4204
SuperCom
SPCB
$67.8M
– –
-777
Closed -$155K
SPDW icon
4205
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-66,900
Closed -$2.42M
SPHB icon
4206
Invesco S&P 500 High Beta ETF
SPHB
$931M
– –
-12,300
Closed -$899K
SPTS icon
4207
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
– –
-169,098
Closed -$5.18M
SPY icon
4208
State Street SPDR S&P 500 ETF Trust
SPY
$807B
– –
-3,525
Closed -$1.51M
SQM icon
4209
Sociedad Química y Minera de Chile
SQM
$20.6B
– –
-11,400
Closed -$612K
SSB icon
4210
SouthState Bank Corp
SSB
$10.7B
– –
-113,767
Closed -$8.49M
SSD icon
4211
Simpson Manufacturing
SSD
$8.19B
– –
-42,600
Closed -$4.56M
STEM icon
4212
Stem
STEM
$52.8M
– –
-24,970
Closed -$11.9M
STNE icon
4213
StoneCo
STNE
$2.42B
– –
-114,826
Closed -$3.99M
STOK icon
4214
Stoke Therapeutics
STOK
$2.13B
– –
-82,800
Closed -$2.11M
STXS icon
4215
Stereotaxis
STXS
$145M
– –
-142,100
Closed -$764K
SWK icon
4216
Stanley Black & Decker
SWK
$15.7B
– –
-214,862
Closed -$37.7M
TANH icon
4217
Tantech Holdings
TANH
$6.04M
– –
-13
Closed -$82K
TBF icon
4218
ProShares Short 20+ Year Treasury ETF
TBF
$106M
– –
-92,400
Closed -$1.54M
TCOM icon
4219
Trip.com Group
TCOM
$29.1B
– –
-285,739
Closed -$8.79M
TFII icon
4220
TFI International
TFII
$11.7B
– –
-71,763
Closed -$7.35M
TFIN icon
4221
Triumph Financial Inc
TFIN
$1.82B
– –
-35,500
Closed -$3.56M
TGI
4222
DELISTED
Triumph Group
TGI
– –
-156,700
Closed -$2.92M
THRY icon
4223
Thryv Holdings
THRY
$95.1M
– –
-74,260
Closed -$2.23M
TKC icon
4224
Turkcell
TKC
$4.72B
– –
-331,746
Closed -$1.44M
TLT icon
4225
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-78,600
Closed -$11.3M
167 168
169
170 171

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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.