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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
TMUS icon
4226
T-Mobile US
TMUS
$192B
– –
-655,323
Closed -$83.7M
TRIN icon
4227
Trinity Capital Inc.
TRIN
$1.72B
– –
-189,300
Closed -$3.05M
TRIP icon
4228
TripAdvisor
TRIP
$1.28B
– –
-325,200
Closed -$11M
TRMD icon
4229
TORM
TRMD
$2.93B
– –
-22,700
Closed -$176K
TRUP icon
4230
Trupanion
TRUP
$1.34B
– –
-11,113
Closed -$863K
TSE
4231
DELISTED
Trinseo
TSE
– –
-202,624
Closed -$10.9M
TTEC icon
4232
TTEC Holdings
TTEC
$85.3M
– –
-40,622
Closed -$3.8M
UBS icon
4233
UBS Group
UBS
$176B
– –
-130,000
Closed -$2.07M
UBSI icon
4234
United Bankshares
UBSI
$6.61B
– –
-146,538
Closed -$5.33M
UEC icon
4235
Uranium Energy
UEC
$5.67B
– –
-120,855
Closed -$369K
UK icon
4236
Ucommune International Ltd Class A Ordinary Shares
UK
$1.52M
– –
-44
Closed -$92K
ULTA icon
4237
Ulta Beauty
ULTA
$23.3B
– –
-33,400
Closed -$12.1M
UMBF icon
4238
UMB Financial
UMBF
$11.2B
– –
-27,800
Closed -$2.69M
URNM icon
4239
Sprott Uranium Miners ETF
URNM
$2.03B
– –
-34,528
Closed -$1.33M
USAS
4240
Americas Gold and Silver
USAS
$1.73B
– –
-200,521
Closed -$399K
USMV icon
4241
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-13,500
Closed -$992K
UWM icon
4242
ProShares Ultra Russell2000
UWM
$244M
– –
-10,500
Closed -$568K
VB icon
4243
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-13,400
Closed -$2.93M
TONX
4244
TON Strategy Co
TONX
$172M
– –
-7
Closed -$110K
VERO
4245
DELISTED
Venus Concept
VERO
– –
-1,878
Closed -$778K
VGK icon
4246
Vanguard FTSE Europe ETF
VGK
$31B
– –
-85,500
Closed -$5.61M
VGT icon
4247
Vanguard Information Technology ETF
VGT
$147B
– –
-125,600
Closed -$6.3M
VIG icon
4248
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-9,000
Closed -$1.38M
VMC icon
4249
Vulcan Materials
VMC
$37.3B
– –
-109,265
Closed -$18.5M
VNOM icon
4250
Viper Energy
VNOM
$15.4B
– –
-81,100
Closed -$1.77M
168 169
170
171 172

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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.