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Jim Simons Renaissance Technologies
AUM
$73.4B
Turnover
30.34%
1-Year Est. Return
32.8%
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
+1.23%
1 Year Est. Return
+32.8%
3 Year Est. Return
+177.41%
5 Year Est. Return
+184.82%
10 Year Est. Return
+833.33%
AUM
$77.4B
AUM Growth
-$2.68B
(-3.3%)
Cap. Flow
-$1.22B
Cap. Flow % of AUM
Cap. Flow %
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
12.38%
Holding
4,070
New
663
Increased
931
Reduced
1,795
Closed
653
Avg Time Held
2.6
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$649M |
| 2 |
Nike
NKE
|
+$453M |
| 3 |
Tesla
TSLA
|
+$431M |
| 4 |
AstraZeneca
AZN
|
+$389M |
| 5 |
Coca-Cola
KO
|
+$336M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$897M |
| 2 |
ALXN
Alexion Pharmaceuticals
ALXN
|
+$578M |
| 3 |
Moderna
MRNA
|
+$438M |
| 4 |
Apple
AAPL
|
+$417M |
| 5 |
Aon
AON
|
+$386M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.55% |
| 2 | Technology | 20.48% |
| 3 | Consumer Staples | 11.15% |
| 4 | Consumer Discretionary | 9.89% |
| 5 | Industrials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$184B
| $2.08B | 2.68% |
43,281,342
-5,080,800
| -11% | -$246M |
2013 Q2
33 quarters
|
|
2
Atlassian
TEAM
$37.8B
| $1.24B | 1.61% |
3,178,794
-114,566
| -3% | -$38.3M |
2016 Q2
21 quarters
|
|
3
VeriSign
VRSN
$28.1B
| $947M | 1.22% |
4,621,690
-219,600
| -5% | -$48.1M |
2013 Q2
33 quarters
|
|
4
Zoom
ZM
$29.1B
| $841M | 1.09% |
3,215,880
+553,017
| +21% | +$186M |
2020 Q1
6 quarters
|
|
5
Microsoft
MSFT
$3.89T
| $835M | 1.08% |
2,963,184
+894,000
| +43% | +$260M |
2020 Q3
4 quarters
|
|
|
6
Moderna
MRNA
$90.4B
| $770M | 0.99% |
1,999,743
-1,188,711
| -37% | -$438M |
2020 Q4
3 quarters
|
|
7
Kroger
KR
$41.8B
| $751M | 0.97% |
18,571,771
+840,200
| +5% | +$35.3M |
2019 Q2
9 quarters
|
|
8
NVIDIA
NVDA
$3.93T
| $710M | 0.92% |
34,281,860
-12,149,860
| -26% | -$252M |
2020 Q4
3 quarters
|
|
9
Target
TGT
$73.3B
| $706M | 0.91% |
3,085,959
-514,600
| -14% | -$129M |
2019 Q1
10 quarters
|
|
10
Advanced Micro Devices
AMD
$876B
| $706M | 0.91% |
6,857,326
+3,086,100
| +82% | +$315M |
2019 Q3
8 quarters
|
|
11
Domino's
DPZ
$11.2B
| $633M | 0.82% |
1,327,507
+99,482
| +8% | +$50.4M |
2013 Q2
33 quarters
|
|
|
12
Tesla
TSLA
$1.54T
| $631M | 0.82% |
2,441,925
+1,830,900
| +300% | +$431M |
2018 Q4
11 quarters
|
|
13
Monster Beverage
MNST
$90.9B
| $614M | 0.79% |
27,658,588
-1,051,652
| -4% | -$24.9M |
2014 Q1
30 quarters
|
|
|
14
Adobe
ADBE
$94.6B
| $593M | 0.77% |
+1,030,433
| New | +$649M |
2021 Q3
0 quarters
|
|
15
Franco-Nevada
FNV
$47.7B
| $587M | 0.76% |
4,518,490
+148,700
| +3% | +$21.8M |
2014 Q1
30 quarters
|
|
16
United Therapeutics
UTHR
$25.2B
| $559M | 0.72% |
3,028,591
-81,600
| -3% | -$16.1M |
2013 Q2
33 quarters
|
|
17
Molina Healthcare
MOH
$10.9B
| $556M | 0.72% |
2,047,515
-200,950
| -9% | -$53.1M |
2013 Q2
33 quarters
|
|
18
Hershey
HSY
$35B
| $553M | 0.71% |
3,265,166
+72,700
| +2% | +$12.8M |
2013 Q2
33 quarters
|
|
19
Alphabet (Google) Class A
GOOGL
$3.64T
| $525M | 0.68% |
3,930,960
-26,000
| -0.7% | -$3.54M |
2018 Q3
12 quarters
|
|
|
20
Nike
NKE
$56.4B
| $520M | 0.67% |
3,583,700
+2,777,900
| +345% | +$453M |
2021 Q1
2 quarters
|
|
|
ABMD
21
DELISTED
Abiomed Inc
ABMD
| $509M | 0.66% |
1,563,723
-115,200
| -7% | -$39M |
2015 Q1
26 quarters
|
|
22
Johnson & Johnson
JNJ
$688B
| $492M | 0.64% |
3,044,500
+1,296,100
| +74% | +$221M |
2021 Q1
2 quarters
|
|
23
Airbnb
ABNB
$110B
| $465M | 0.6% |
2,774,200
+2,070,043
| +294% | +$316M |
2021 Q2
1 quarter
|
|
24
Qualcomm
QCOM
$185B
| $462M | 0.6% |
3,582,460
+1,129,500
| +46% | +$160M |
2019 Q3
8 quarters
|
|
|
25
Coca-Cola
KO
$427B
| $453M | 0.58% |
8,625,400
+6,021,673
| +231% | +$336M |
2021 Q1
2 quarters
|
|
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Jim Simons's Q3 2021 Portfolio in Review
As of Q3 2021, Jim Simons held 4,070 positions worth $77.4B, down 3.3% from $80.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons's Q3 2021 filing shows 663 new, 931 increased, 1,795 reduced and 653 closed positions. Its largest new stake was Adobe: 1,030,433 shares worth $593M. The largest sale was Amazon, an estimated $897M.
By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 20% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q3 2021 buy was Adobe: 1,030,433 shares worth $593M.
- Jim Simons added most to Nike in Q3 2021, an estimated $453M increase.
- Jim Simons's biggest Q3 2021 reduction was Moderna, cutting an estimated $438M.
- Jim Simons fully exited Amazon in Q3 2021, selling an estimated $897M.
- Jim Simons's ten largest holdings make up 12% of its $77.4B portfolio in Q3 2021.
- Jim Simons opened 663 new positions and closed 653 in Q3 2021.
- Jim Simons's portfolio value fell 3.3% quarter-over-quarter to $77.4B.
Based on Renaissance Technologies's 13F filing for Q3 2021, filed 12 Nov 2021.