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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
CYBE
2826
DELISTED
Cyberoptics Corp
CYBE
$688K ﹤0.01%
16,800
-74,500
-82% -$2.31M
RBCAA icon
2827
Republic Bancorp
RBCAA
$1.91B
$687K ﹤0.01%
14,900
-8,100
-35% -$370K
COHR
2828
DELISTED
Coherent Inc
COHR
$687K ﹤0.01%
+2,600
New +$684K
REET icon
2829
iShares Global REIT ETF
REET
$5.08B
$685K ﹤0.01%
+24,700
New +$675K
CIZN
2830
DELISTED
Citizens Holding Co.
CIZN
$685K ﹤0.01%
37,085
-10,050
-21% -$192K
PRAX icon
2831
Praxis Precision Medicines
PRAX
$10.7B
$684K ﹤0.01%
+2,493
New +$893K
FSFG
2832
DELISTED
First Savings Financial Group
FSFG
$680K ﹤0.01%
27,900
+900
+3% +$21.3K
FNCB
2833
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$680K ﹤0.01%
93,600
+57,000
+156% +$413K
RY icon
2834
Royal Bank of Canada
RY
$299B
$678K ﹤0.01%
6,694
-223,300
-97% -$22.1M
SNOA icon
2835
Sonoma Pharmaceuticals
SNOA
$6.51M
$677K ﹤0.01%
4,608
-333
-7% -$52.3K
TAYD icon
2836
Taylor Devices
TAYD
$175M
$677K ﹤0.01%
57,162
-1,046
-2% -$12.5K
KTCC icon
2837
Key Tronic
KTCC
$41.3M
$674K ﹤0.01%
103,300
-3,700
-3% -$26.4K
CMCM
2838
Cheetah Mobile
CMCM
$96.2M
$673K ﹤0.01%
56,785
-168,315
-75% -$1.89M
CECO icon
2839
Ceco Environmental
CECO
$4.63B
$672K ﹤0.01%
93,883
+79,400
+548% +$614K
MDRR
2840
Medalist Diversified Inc
MDRR
$672K ﹤0.01%
30,896
+25,992
+530% +$614K
JRSH icon
2841
Jerash Holdings
JRSH
$67.8M
$671K ﹤0.01%
100,746
-9,700
-9% -$63.2K
SBFG icon
2842
SB Financial Group
SBFG
$174M
$670K ﹤0.01%
38,010
+12,390
+48% +$219K
CGEM icon
2843
Cullinan Oncology
CGEM
$1.29B
$669K ﹤0.01%
+25,982
New +$799K
IXG icon
2844
iShares Global Financials ETF
IXG
$702M
$669K ﹤0.01%
+8,625
New +$673K
EVBN
2845
DELISTED
Evans Bancorp Inc
EVBN
$667K ﹤0.01%
17,983
-12,000
-40% -$438K
JT
2846
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$667K ﹤0.01%
250,869
-22,815
-8% -$61.4K
ARTL icon
2847
Artelo Biosciences
ARTL
$2.52M
$663K ﹤0.01%
+2,062
New +$705K
EBTC
2848
DELISTED
Enterprise Bancorp
EBTC
$663K ﹤0.01%
20,248
+7,200
+55% +$246K
FREL icon
2849
Fidelity MSCI Real Estate Index ETF
FREL
$1.48B
$663K ﹤0.01%
+21,800
New +$646K
CYAN
2850
DELISTED
Cyanotech Corp
CYAN
$659K ﹤0.01%
216,699
+21,957
+11% +$66.9K
112 113
114
115 116

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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.