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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
VO icon
4251
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-48,000
Closed -$2.84M
VOO icon
4252
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-16,700
Closed -$6.59M
VOYA icon
4253
Voya Financial
VOYA
$8.9B
– –
-70,200
Closed -$4.31M
VRNT
4254
DELISTED
Verint Systems
VRNT
– –
-333,170
Closed -$14.9M
VRTS icon
4255
Virtus Investment Partners
VRTS
$1.11B
– –
-17,229
Closed -$5.35M
VTI icon
4256
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
– –
-26,000
Closed -$5.77M
VTWO icon
4257
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-28,500
Closed -$2.52M
VUG icon
4258
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-82,200
Closed -$3.98M
VUZI icon
4259
Vuzix
VUZI
$220M
– –
-163,900
Closed -$1.71M
VWOB icon
4260
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
– –
-19,800
Closed -$1.55M
VXF icon
4261
Vanguard Extended Market ETF
VXF
$31.9B
– –
-1,900
Closed -$346K
WAFU icon
4262
Wah Fu Education Group
WAFU
$7.37M
– –
-17,800
Closed -$112K
WBS icon
4263
Webster Financial
WBS
$12.8B
– –
-78,831
Closed -$4.29M
WD icon
4264
Walker & Dunlop
WD
$1.48B
– –
-25,800
Closed -$2.93M
WDAY icon
4265
Workday
WDAY
$44.8B
– –
-384,000
Closed -$96M
WEN icon
4266
Wendy's
WEN
$1.44B
– –
-599,582
Closed -$13M
WING icon
4267
Wingstop
WING
$3.03B
– –
-16,410
Closed -$2.69M
WNW icon
4268
Meiwu Technology Co
WNW
$76.6M
– –
0
– -$83K
WSBC icon
4269
WesBanco
WSBC
$4.05B
– –
-12,412
Closed -$423K
WSC icon
4270
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-133,694
Closed -$4.24M
XNCR icon
4271
Xencor
XNCR
$1.64B
– –
-58,200
Closed -$1.9M
XP icon
4272
XP
XP
$8.01B
– –
-391,805
Closed -$15.7M
XRT icon
4273
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-42,100
Closed -$3.8M
XWEL icon
4274
XWELL
XWEL
$8.36M
– –
-3,480
Closed -$102K
ZG icon
4275
Zillow
ZG
$7.71B
– –
-295,400
Closed -$26.2M
169 170
171
172 173

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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.