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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
-3.48%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 19.03%
2 Technology 14.98%
3 Consumer Discretionary 11.43%
4 Consumer Staples 10.71%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCG icon
2626
First Trust Natural Gas ETF
FCG
$648M
$1.17M ﹤0.01%
+48,100
New +$1.01M
WRN
2627
Western Copper and Gold
WRN
$543M
$1.17M ﹤0.01%
496,363
+440,263
+785% +$759K
ZETA icon
2628
Zeta Global
ZETA
$7.29B
$1.17M ﹤0.01%
91,833
-111,367
-55% -$1.13M
ORIC icon
2629
Oric Pharmaceuticals
ORIC
$1.44B
$1.17M ﹤0.01%
219,100
+192,800
+733% +$1.74M
TECX
2630
Tectonic Therapeutic
TECX
$682M
$1.17M ﹤0.01%
73,758
+47,008
+176% +$971K
RADI
2631
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
$1.17M ﹤0.01%
81,700
-100,200
-55% -$1.4M
GURE
2632
Gulf Resources
GURE
$4.63M
$1.16M ﹤0.01%
27,447
-3,093
-10% -$138K
UTZ icon
2633
Utz Brands
UTZ
$1.26B
$1.16M ﹤0.01%
78,749
-149,751
-66% -$2.34M
NL icon
2634
NLI Holdings
NL
$315M
$1.16M ﹤0.01%
161,414
-6,700
-4% -$45K
BCEL
2635
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$1.16M ﹤0.01%
365,400
-108,000
-23% -$262K
TGH
2636
DELISTED
Textainer Group Holdings limited
TGH
$1.16M ﹤0.01%
+30,400
New +$1.15M
SAIL
2637
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
$1.16M ﹤0.01%
+22,600
New +$967K
SQSP
2638
DELISTED
Squarespace, Inc.
SQSP
$1.16M ﹤0.01%
45,100
+37,300
+478% +$1.06M
FARO
2639
DELISTED
Faro Technologies
FARO
$1.15M ﹤0.01%
+22,232
New +$1.24M
SGMA
2640
DELISTED
Sigmatron International
SGMA
$1.15M ﹤0.01%
168,987
-51,700
-23% -$433K
UBP
2641
DELISTED
Urstadt Biddle Properties Inc.
UBP
$1.15M ﹤0.01%
66,500
+200
+0.3% +$3.6K
AC
2642
DELISTED
Associated Capital Group
AC
$1.15M ﹤0.01%
27,500
+100
+0.4% +$4.15K
HZN
2643
DELISTED
Horizon Global Corporation
HZN
$1.15M ﹤0.01%
201,802
-3,600
-2% -$23K
BWX icon
2644
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
$1.15M ﹤0.01%
44,200
+16,484
+59% +$447K
ACGL icon
2645
Arch Capital
ACGL
$33.7B
$1.15M ﹤0.01%
23,700
-245,800
-91% -$11.4M
FOA icon
2646
Finance of America Companies
FOA
$201M
$1.15M ﹤0.01%
37,720
+28,463
+307% +$991K
GOSS icon
2647
Gossamer Bio
GOSS
$75.4M
$1.15M ﹤0.01%
132,100
+88,400
+202% +$853K
VYM icon
2648
Vanguard High Dividend Yield ETF
VYM
$84B
$1.15M ﹤0.01%
10,200
-1,600
-14% -$178K
TGS icon
2649
Transportadora de Gas del Sur
TGS
$4.23B
$1.14M ﹤0.01%
162,900
-83,800
-34% -$447K
FXE icon
2650
Invesco CurrencyShares Euro Currency Trust
FXE
$342M
$1.14M ﹤0.01%
11,100
-100
-0.9% -$10.4K
104 105
106
107 108

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Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.