Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.04B |
| 2 |
Chevron
CVX
|
+$820M |
| 3 |
Shopify
SHOP
|
+$599M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$539M |
| 5 |
Meta Platforms (Facebook)
META
|
+$479M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$675M |
| 2 |
Tesla
TSLA
|
+$661M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$633M |
| 4 |
Verizon
VZ
|
+$533M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2651
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
| $1.09M | ﹤0.01% |
24,399
+16,199
| +198% | +$737K |
|
2652
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $1.09M | ﹤0.01% |
+29,600
| New | +$1.17M |
|
|
UMH
2653
UMH Properties
UMH
$1.39B
| $1.09M | ﹤0.01% |
61,700
+4,000
| +7% | +$83.1K |
|
2654
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
| $1.09M | ﹤0.01% |
27,400
-16,000
| -37% | -$694K |
|
2655
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
| $1.09M | ﹤0.01% |
+6,200
| New | +$1.2M |
|
2656
Veritone
VERI
$139M
| $1.09M | ﹤0.01% |
166,326
-30,374
| -15% | -$306K |
|
2657
Xerox
XRX
$412M
| $1.09M | ﹤0.01% |
+73,100
| New | +$1.3M |
|
|
PVLA
2658
Palvella Therapeutics
PVLA
$2.26B
| $1.08M | ﹤0.01% |
7,251
+2,569
| +55% | +$469K |
|
2659
Barnwell Industries
BRN
$13.9M
| $1.08M | ﹤0.01% |
461,378
-176,244
| -28% | -$486K |
|
2660
Northwest Natural Holdings
NWN
$2.12B
| $1.08M | ﹤0.01% |
20,400
-3,600
| -15% | -$186K |
|
|
GOCO
2661
DELISTED
GoHealth
GOCO
| $1.08M | ﹤0.01% |
120,427
-44,020
| -27% | -$512K |
|
2662
Seanergy Maritime Holdings
SHIP
$348M
| $1.08M | ﹤0.01% |
132,537
-150,191
| -53% | -$1.61M |
|
2663
Vanguard Long-Term Bond ETF
BLV
$5.73B
| $1.08M | ﹤0.01% |
+13,503
| New | +$1.11M |
|
|
KG
2664
Kestrel Group
KG
$66.3M
| $1.08M | ﹤0.01% |
27,725
-1,180
| -4% | -$52.8K |
|
|
AFBI
2665
DELISTED
Affinity Bancshares
AFBI
| $1.07M | ﹤0.01% |
72,404
-15,226
| -17% | -$227K |
|
2666
BayCom
BCML
$341M
| $1.07M | ﹤0.01% |
+52,000
| New | +$1.15M |
|
2667
Arhaus
ARHS
$1.37B
| $1.07M | ﹤0.01% |
238,700
+14,900
| +7% | +$97.5K |
|
2668
China Automotive Systems
CAAS
$142M
| $1.07M | ﹤0.01% |
396,094
-13,987
| -3% | -$40.1K |
|
2669
Esquire Financial Holdings
ESQ
$1.61B
| $1.07M | ﹤0.01% |
32,000
-8,300
| -21% | -$292K |
|
|
INST
2670
DELISTED
Instructure Holdings, Inc.
INST
| $1.06M | ﹤0.01% |
46,900
+4,859
| +12% | +$91.6K |
|
2671
Hope Bancorp
HOPE
$1.83B
| $1.06M | ﹤0.01% |
76,900
+51,000
| +197% | +$745K |
|
|
VIP
2672
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$32.5M
| $1.06M | ﹤0.01% |
41,850
+17,572
| +72% | +$988K |
|
2673
Liberty Media Series C
FWONK
$26B
| $1.06M | ﹤0.01% |
17,273
-26,237
| -60% | -$1.61M |
|
2674
Invesco NASDAQ 100 ETF
QQQM
$104B
| $1.06M | ﹤0.01% |
+9,200
| New | +$1.17M |
|
2675
Flexible Solutions
FSI
$63.1M
| $1.06M | ﹤0.01% |
432,345
-2,000
| -0.5% | -$5.62K |
|
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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.