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Jim SimonsQuant King

Renaissance Technologies

United States

4.0

Jim Simons — Investment style

Growth5Value

Uses statistical signals rather than growth or value labels

Macro5Companies

Studies market data more than macro or company forecasts

Quantitative1Qualitative

Relies on statistical models and systematic trading

Short term1Long term

Targets short-lived price patterns with rapid trades

Concentrated9Diversified

Diversifies across many securities and trading signals

Aggressive5Conservative

Balances significant leverage with systematic risk controls

Leveraged1Unleveraged

Uses substantial leverage and derivative instruments

Short5Long positions

Trades both long and short positions

Innovative5Traditional

Pursues statistical edges across sectors

Alternative assets5Stocks

Trades equities, currencies and futures across markets

Style and evaluation scores are subjective HappyStock editorial assessments.

Evaluation scores

Long-term excess returns10/10

Medallion averaged about 39% net annually from 1988 to 2018

Performance consistency10/10

Only one net losing calendar year over 31 years

Downside protection8/10

Profited during crashes but suffered an early 30% drawdown

Replicability1/10

Secret algorithms and infrastructure are very hard to copy

Explosiveness10/10

Medallion generated roughly 98.5% net in 2000

Top 3 investment successes

Successful Overhaul of Medallion Models : After the original trend-following system faltered in 1989, Simons and colleagues including Elwyn Berlekamp shifted toward shorter-term statistical trading The rebuilt system delivered roughly 58% net to investors in 1990
Exceptional Profits During the Dot-Com Bust : In 2000, the S&P 500 fell about 9% as the technology bubble burst Medallion continued exploiting short-term statistical signals and returned approximately 98.5% after fees for the year
Profits During the Global Financial Crisis : In 2008, Medallion exploited short-term opportunities across markets despite a severe financial crisis While the S&P 500 lost about 37% including dividends, Medallion delivered approximately 82.4% after fees

Top 3 investment setbacks

Failure of the Early Medallion Models : In 1989, the original trend-following system suffered a drawdown of approximately 30% by April as market relationships changed The fund ended the year down 3.2% net Simons halted trading and rebuilt its models with researchers
Losses During the Quant Fund Unwind : By August 9, 2007, Renaissance’s externally offered RIEF had fallen 8.7% month to date amid simultaneous liquidations by quant funds Simons told investors that overlapping predictive signals and forced selling disrupted the strategy This was not Medallion’s annual return
External Fund Losses During COVID-19 : During the 2020 pandemic turmoil, Renaissance’s RIEF and RIDA lost about 22.6% and 33.6% respectively through December 25 Medallion gained roughly 76% that year Simons had stepped down as CEO in 2010, so these were successor-era firm results

Top 10 reported SEC 13F holdings

Quarter ended: 2026-06-30 · Filed: 2026-08-13

#	Top 10 reported SEC 13F holdings	Share of reported 13F value
1	NVIDIA (NVDA)	2%
2	Meta Platforms (META)	2%
3	Intel (INTC)	1%
4	United Therapeutics (UTHR)	1%
5	Palantir Technologies (PLTR)	1%
6	Alphabet (GOOGL)	1%
7	Exelixis (EXEL)	1%
8	VeriSign (VRSN)	1%
9	Kinross Gold (KGC)	1%
10	CrowdStrike (CRWD)	1%

SEC 13F covers reported positions of an associated investment manager, not the investor’s full current portfolio.