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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
TELA icon
2801
TELA Bio
TELA
$32.3M
$735K ﹤0.01%
45,600
+16,600
+57% +$228K
RDN icon
2802
Radian Group
RDN
$4.88B
$732K ﹤0.01%
+32,900
New +$769K
SNDR icon
2803
Schneider National
SNDR
$6.38B
$731K ﹤0.01%
+33,600
New +$813K
FTEC icon
2804
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
$730K ﹤0.01%
+6,200
New +$691K
MPAA icon
2805
Motorcar Parts of America
MPAA
$237M
$729K ﹤0.01%
+32,500
New +$738K
RVMD icon
2806
Revolution Medicines
RVMD
$44B
$727K ﹤0.01%
22,900
+13,300
+139% +$464K
SGC icon
2807
Superior Group of Companies
SGC
$208M
$722K ﹤0.01%
30,210
-41,300
-58% -$1.04M
TANH icon
2808
Tantech Holdings
TANH
$5.33M
$722K ﹤0.01%
61
+28
+85% +$332K
APWC icon
2809
Asia Pacific Wire & Cable
APWC
$65.1M
$721K ﹤0.01%
179,800
-61,325
-25% -$227K
FXE icon
2810
Invesco CurrencyShares Euro Currency Trust
FXE
$341M
$720K ﹤0.01%
6,500
-17,800
-73% -$2.01M
THER
2811
DELISTED
THERATECHNOLOGIES INC COM
THER
$718K ﹤0.01%
185,000
-150,000
-45% -$582K
MTL.PR
2812
DELISTED
Mechel PAO American Depositary Shares (each representing one-half of a Preferred Share)
MTL.PR
$717K ﹤0.01%
982,286
-201,652
-17% -$121K
ALJJ
2813
DELISTED
ALJ Regional Holdings Inc
ALJJ
$715K ﹤0.01%
395,271
-80,800
-17% -$120K
RETO icon
2814
ReTo Eco-Solutions
RETO
$9.91M
$712K ﹤0.01%
3
+1
+50% +$234K
VWOB icon
2815
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.26B
$710K ﹤0.01%
8,892
-8,208
-48% -$649K
FAMI icon
2816
Farmmi Inc
FAMI
$4.64M
$707K ﹤0.01%
656
+500
+321% +$748K
OPHC icon
2817
OptimumBank Holdings
OPHC
$113M
$706K ﹤0.01%
146,399
+37,799
+35% +$153K
IYG icon
2818
iShares US Financial Services ETF
IYG
$2.23B
$704K ﹤0.01%
+11,400
New +$696K
LKFT
2819
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
$703K ﹤0.01%
10,200
-500
-5% -$38.1K
AU icon
2820
AngloGold Ashanti
AU
$48.4B
$697K ﹤0.01%
37,500
-97,748
-72% -$2.15M
BSVN icon
2821
Bank7 Corp
BSVN
$499M
$697K ﹤0.01%
40,400
+6,000
+17% +$105K
HSDT icon
2822
Solana Company
HSDT
$103M
$696K ﹤0.01%
1
– –
ACHV icon
2823
Achieve Life Sciences
ACHV
$723M
$691K ﹤0.01%
76,960
+54,899
+249% +$523K
ARKR icon
2824
Ark Restaurants
ARKR
$20.2M
$690K ﹤0.01%
34,915
-25,300
-42% -$507K
ONDS icon
2825
Ondas Inc
ONDS
$5.24B
$688K ﹤0.01%
+86,700
New +$682K
111 112
113
114 115

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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.