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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
AIMC
4326
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-43,309
Closed -$2.4M
UMPQ
4327
DELISTED
Umpqua Holdings Corp
UMPQ
– –
-240,078
Closed -$4.86M
ONEM
4328
DELISTED
1Life Healthcare
ONEM
– –
-1,074,900
Closed -$21.8M
AVYA
4329
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
– –
-85,100
Closed -$1.68M
STOR
4330
DELISTED
STORE Capital Corporation
STOR
– –
-39,700
Closed -$1.27M
PRTY
4331
DELISTED
Party City Holdco Inc.
PRTY
– –
-240,247
Closed -$1.71M
RSX
4332
DELISTED
VanEck Russia ETF
RSX
– –
-106,000
Closed -$3.21M
BIOR
4333
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
– –
-3,259
Closed -$1.24M
SWCH
4334
DELISTED
Switch, Inc. Class A Common Stock
SWCH
– –
-980,596
Closed -$24.9M
ZEN
4335
DELISTED
ZENDESK INC
ZEN
– –
-388,300
Closed -$45.2M
LOGC
4336
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
– –
-47,200
Closed -$216K
PHAS
4337
DELISTED
PhaseBio Pharmaceuticals, Inc. Common Stock
PHAS
– –
-100,566
Closed -$313K
Y
4338
DELISTED
Alleghany Corp
Y
– –
-12,288
Closed -$7.67M
MANT
4339
DELISTED
Mantech International Corp
MANT
– –
-30,300
Closed -$2.3M
ALNA
4340
DELISTED
Allena Pharmaceuticals
ALNA
– –
-132,700
Closed -$120K
AXU
4341
DELISTED
Alexco Resource Corp
AXU
– –
-370,008
Closed -$555K
SAIL
4342
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
– –
-41,400
Closed -$1.77M
RDUS
4343
DELISTED
Radius Health, Inc.
RDUS
– –
-203,000
Closed -$2.52M
CDK
4344
DELISTED
CDK Global, Inc.
CDK
– –
-57,800
Closed -$2.46M
PLAN
4345
DELISTED
Anaplan, Inc.
PLAN
– –
-12,500
Closed -$761K
RENO
4346
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
– –
-32,286
Closed -$45K
POTX
4347
DELISTED
Global X Cannabis ETF
POTX
– –
-2,269
Closed -$122K
CMPI
4348
DELISTED
Checkmate Pharmaceuticals, Inc. Common Stock
CMPI
– –
-10,667
Closed -$42K
IRCP
4349
DELISTED
IRSA Propiedades Comerciales S.A.
IRCP
– –
-61,359
Closed -$181K
ATRS
4350
DELISTED
Antares Pharma, Inc.
ATRS
– –
-303,128
Closed -$1.1M
172 173
174
175 176

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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.