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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+10.31%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCEL
2701
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$929K ﹤0.01%
+108,980
New +$1.12M
STRS
2702
DELISTED
STRATUS PPTYS INC
STRS
$925K ﹤0.01%
37,500
+15,500
+70% +$446K
URTH icon
2703
iShares MSCI World ETF
URTH
$8.39B
$924K ﹤0.01%
7,300
+1,100
+18% +$137K
PLAB icon
2704
Photronics
PLAB
$1.99B
$922K ﹤0.01%
69,805
-189,100
-73% -$2.47M
AORT icon
2705
Artivion
AORT
$1.38B
$917K ﹤0.01%
32,300
+22,300
+223% +$608K
FGNX
2706
FG Nexus Inc
FGNX
$41.7M
$916K ﹤0.01%
780
-132
-14% -$124K
SISI
2707
DELISTED
Shineco
SISI
$916K ﹤0.01%
12
– –
VLUE icon
2708
iShares MSCI USA Value Factor ETF
VLUE
$9.72B
$914K ﹤0.01%
+8,700
New +$918K
ARRY icon
2709
Array Technologies
ARRY
$801M
$913K ﹤0.01%
+58,500
New +$1.23M
CLPT icon
2710
ClearPoint Neuro
CLPT
$469M
$911K ﹤0.01%
47,700
-27,900
-37% -$539K
ALNA
2711
DELISTED
Allena Pharmaceuticals
ALNA
$911K ﹤0.01%
700,601
+214,671
+44% +$260K
IHT
2712
InnSuites Hospitality Trust
IHT
$15.4M
$910K ﹤0.01%
135,400
+36,040
+36% +$190K
HDV
2713
iShares Core High Dividend ETF
HDV
$15.1B
$907K ﹤0.01%
+47,000
New +$913K
ESQ icon
2714
Esquire Financial Holdings
ESQ
$1.61B
$906K ﹤0.01%
38,228
+7,328
+24% +$174K
STIM icon
2715
Neuronetics
STIM
$229M
$906K ﹤0.01%
56,561
-313,500
-85% -$4.33M
JNCE
2716
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$906K ﹤0.01%
133,300
+113,990
+590% +$947K
MREO
2717
Mereo BioPharma
MREO
$47.9M
$904K ﹤0.01%
285,100
+17,900
+7% +$60.1K
DNLI icon
2718
Denali Therapeutics
DNLI
$4.06B
$902K ﹤0.01%
11,500
-254,400
-96% -$15.7M
MGK icon
2719
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$902K ﹤0.01%
+19,500
New +$858K
BDSI
2720
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$902K ﹤0.01%
252,026
+76,726
+44% +$271K
SHSP
2721
DELISTED
SharpSpring, Inc.
SHSP
$899K ﹤0.01%
53,200
-73,300
-58% -$1.12M
VINC
2722
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
$898K ﹤0.01%
+3,455
New +$1.05M
SPXL icon
2723
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.38B
$895K ﹤0.01%
+8,400
New +$828K
RCKT icon
2724
Rocket Pharmaceuticals
RCKT
$371M
$890K ﹤0.01%
20,100
-35,490
-64% -$1.54M
SCHB icon
2725
Schwab US Broad Market ETF
SCHB
$45.1B
$886K ﹤0.01%
51,000
+4,800
+10% +$81.2K
107 108
109
110 111

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

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

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.