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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
-13.57%
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
$84.5B
AUM Growth
-$745M
Cap. Flow
+$13.7B
Cap. Flow %
16.26%
Top 10 Hldgs %
10.97%
Holding
4,738
New
694
Increased
1,955
Reduced
1,481
Closed
562

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.04B
2
CVX icon
Chevron
CVX
+$820M
3
SHOP icon
Shopify
SHOP
+$599M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539M
5
META icon
Meta Platforms (Facebook)
META
+$479M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$675M
2
TSLA icon
Tesla
TSLA
+$661M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$633M
4
VZ icon
Verizon
VZ
+$533M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$377M

Sector Composition

Rank Sector Weight
1 Healthcare 19.47%
2 Technology 16.84%
3 Consumer Staples 11.12%
4 Consumer Discretionary 10.18%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYW icon
2626
iShares US Technology ETF
IYW
$25.7B
$1.13M ﹤0.01%
+14,100
New +$1.25M
ZROZ icon
2627
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
$1.13M ﹤0.01%
10,400
+6,100
+142% +$685K
EGIO
2628
DELISTED
Edgio, Inc. Common Stock
EGIO
$1.12M ﹤0.01%
12,168
+8,867
+269% +$1.28M
FICO icon
2629
Fair Isaac
FICO
$24B
$1.12M ﹤0.01%
+2,800
New +$1.1M
USIO icon
2630
Usio Inc
USIO
$71.5M
$1.12M ﹤0.01%
461,547
-64,044
-12% -$170K
GOLF icon
2631
Acushnet Holdings
GOLF
$5.2B
$1.12M ﹤0.01%
26,900
+3,500
+15% +$144K
GTIM icon
2632
Good Times Restaurants
GTIM
$15.8M
$1.12M ﹤0.01%
372,083
-14,303
-4% -$43.9K
WABC icon
2633
Westamerica Bancorp
WABC
$1.38B
$1.12M ﹤0.01%
+20,100
New +$1.18M
CMLS
2634
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$1.12M ﹤0.01%
144,700
+93,200
+181% +$1.09M
GVP
2635
DELISTED
GSE Systems, Inc.
GVP
$1.12M ﹤0.01%
89,470
-1,402
-2% -$21.1K
AMTB icon
2636
Amerant Bancorp
AMTB
$1.15B
$1.12M ﹤0.01%
39,705
+26,825
+208% +$761K
VCR icon
2637
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$1.11M ﹤0.01%
+4,900
New +$1.28M
NWLI
2638
DELISTED
National Western Life Group, Inc. Class A
NWLI
$1.11M ﹤0.01%
5,500
+1,300
+31% +$266K
CLVR
2639
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
$1.11M ﹤0.01%
37,947
+35,620
+1,531% +$1.42M
HOUS
2640
DELISTED
Anywhere Real Estate
HOUS
$1.11M ﹤0.01%
112,900
+24,500
+28% +$289K
FNDA icon
2641
Schwab Fundamental US Small Company Index ETF
FNDA
$9.43B
$1.11M ﹤0.01%
49,000
+40,600
+483% +$1M
ADUS icon
2642
Addus HomeCare
ADUS
$2.2B
$1.11M ﹤0.01%
13,300
+8,900
+202% +$746K
VSS icon
2643
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$1.1M ﹤0.01%
+10,700
New +$1.21M
FRGI
2644
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
$1.1M ﹤0.01%
154,500
+25,000
+19% +$177K
BULZ icon
2645
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
$338M
$1.1M ﹤0.01%
+288,600
New +$2.08M
HNNA icon
2646
Hennessy Advisors
HNNA
$78.9M
$1.1M ﹤0.01%
105,575
-19,578
-16% -$200K
BOLT icon
2647
Bolt Biotherapeutics
BOLT
$6.63M
$1.1M ﹤0.01%
26,929
+12,424
+86% +$482K
TRT
2648
Trio-Tech International
TRT
$118M
$1.1M ﹤0.01%
507,626
-39,800
-7% -$104K
ALGS icon
2649
Aligos Therapeutics
ALGS
$43.7M
$1.09M ﹤0.01%
36,124
+21,631
+149% +$735K
ARKW icon
2650
ARK Web x.0 ETF
ARKW
$1.82B
$1.09M ﹤0.01%
+22,300
New +$1.38M
104 105
106
107 108

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Jim Simons's Q2 2022 Portfolio in Review

As of Q2 2022, Jim Simons held 4,738 positions worth $84.5B, down 0.87% from $85.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons deployed $13.7B of net new capital in Q2 2022, opening 694 new positions and adding to 1,955 existing holdings. Its largest new stake was Microsoft: 3,820,133 shares worth $981M.

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

On the sell side, the largest reduction was Tesla, an estimated $661M trimmed.

  • Jim Simons's largest Q2 2022 buy was Microsoft: 3,820,133 shares worth $981M.
  • Jim Simons added most to Chevron in Q2 2022, an estimated $820M increase.
  • Jim Simons's biggest Q2 2022 reduction was Tesla, cutting an estimated $661M.
  • Jim Simons fully exited Amazon in Q2 2022, selling an estimated $675M.
  • Jim Simons's ten largest holdings make up 11% of its $84.5B portfolio in Q2 2022.
  • Jim Simons opened 694 new positions and closed 562 in Q2 2022.
  • Jim Simons's portfolio value fell 0.87% quarter-over-quarter to $84.5B.

Based on Renaissance Technologies's 13F filing for Q2 2022, filed 12 Aug 2022.