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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
ZION icon
4276
Zions Bancorporation
ZION
$10.4B
– –
-116,595
Closed -$7.22M
ZNTL icon
4277
Zentalis Pharmaceuticals
ZNTL
$295M
– –
-31,337
Closed -$2.09M
ZS icon
4278
Zscaler
ZS
$28.9B
– –
-67,400
Closed -$17.7M
ZUMZ icon
4279
Zumiez
ZUMZ
$322M
– –
-37,200
Closed -$1.48M
LFWD icon
4280
ReWalk Robotics
LFWD
$21.3M
– –
-206
Closed -$26K
ASTH icon
4281
Astrana Health
ASTH
$1.71B
– –
-4,300
Closed -$392K
AMBR
4282
Amber International Holding Ltd
AMBR
$123M
– –
-7,410
Closed -$410K
BWIN
4283
Baldwin Insurance Group
BWIN
$2.88B
– –
-92,900
Closed -$3.09M
CNH
4284
CNH Industrial
CNH
$17.1B
– –
-1,539,403
Closed -$22.6M
QXO
4285
QXO Inc
QXO
$16.8B
– –
-10,885
Closed -$529K
UCB
4286
United Community Banks
UCB
$4.36B
– –
-96,857
Closed -$3.18M
AAMI
4287
Acadian Asset Management
AAMI
$3.25B
– –
-142,407
Closed -$3.72M
QVCGA
4288
DELISTED
QVC Group Inc Series A
QVCGA
– –
-12,145
Closed -$6.19M
ATXI
4289
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
– –
-105
Closed -$176K
CDMO
4290
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
– –
-30,784
Closed -$664K
VINC
4291
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
– –
-1,530
Closed -$495K
B
4292
DELISTED
Barnes Group Inc.
B
– –
-50,100
Closed -$2.09M
TFFP
4293
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
– –
-3,480
Closed -$672K
MRO
4294
DELISTED
Marathon Oil Corporation
MRO
– –
-2,766,654
Closed -$37.8M
SEEL
4295
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
– –
-41
Closed -$381K
VTNR
4296
DELISTED
Vertex Energy, Inc
VTNR
– –
-272,163
Closed -$1.43M
CALT
4297
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
– –
-13,600
Closed -$294K
TUP
4298
DELISTED
Tupperware Brands Corporation
TUP
– –
-47,400
Closed -$1M
SILK
4299
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
– –
-50,492
Closed -$2.78M
ASLN
4300
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
– –
-2,964
Closed -$211K
170 171
172
173 174

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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.