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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
MOG.B icon
2951
Moog Inc Class B
MOG.B
$13B
$527K ﹤0.01%
6,100
– –
NOBL icon
2952
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$526K ﹤0.01%
+11,600
New +$525K
REED
2953
DELISTED
Reeds, Inc. Common Stock
REED
$524K ﹤0.01%
10,270
-9,705
-49% -$499K
NTZ
2954
Natuzzi
NTZ
$14.9M
$517K ﹤0.01%
25,600
+13,200
+106% +$226K
WPP icon
2955
WPP
WPP
$5.8B
$516K ﹤0.01%
7,619
-17,181
-69% -$1.18M
NURO
2956
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$512K ﹤0.01%
18,750
+6,542
+54% +$168K
MYO icon
2957
Myomo
MYO
$60.2M
$510K ﹤0.01%
+47,200
New +$494K
NWN icon
2958
Northwest Natural Holdings
NWN
$2.12B
$510K ﹤0.01%
+9,711
New +$525K
MSON
2959
DELISTED
Misonix Inc
MSON
$510K ﹤0.01%
+23,000
New +$469K
FARO
2960
DELISTED
Faro Technologies
FARO
$509K ﹤0.01%
6,542
-1,858
-22% -$146K
BFST icon
2961
Business First Bancshares
BFST
$1.05B
$507K ﹤0.01%
+22,100
New +$523K
CODX
2962
Co-Diagnostics
CODX
$5.45M
$506K ﹤0.01%
+2,043
New +$525K
CHNR icon
2963
China Natural Resources
CHNR
$5.13M
$505K ﹤0.01%
8,258
+1,607
+24% +$97.2K
TARA icon
2964
Protara Therapeutics
TARA
$230M
$501K ﹤0.01%
51,427
+20,027
+64% +$227K
EMWP
2965
DELISTED
Eros Media World PLC
EMWP
$500K ﹤0.01%
16,355
-68,793
-81% -$1.88M
GTE icon
2966
Gran Tierra Energy
GTE
$331M
$498K ﹤0.01%
+67,240
New +$459K
MJ icon
2967
Amplify Alternative Harvest ETF
MJ
$111M
$498K ﹤0.01%
+2,017
New +$508K
SCWX
2968
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$497K ﹤0.01%
26,840
+3,500
+15% +$54.5K
APRN
2969
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$496K ﹤0.01%
9,667
+225
+2% +$14.3K
LI icon
2970
Li Auto
LI
$12.2B
$493K ﹤0.01%
+14,100
New +$330K
DY icon
2971
Dycom Industries
DY
$12.3B
$492K ﹤0.01%
+6,600
New +$569K
LE icon
2972
Lands' End
LE
$391M
$492K ﹤0.01%
11,983
-77,647
-87% -$2.12M
ERY icon
2973
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
$489K ﹤0.01%
3,500
-430
-11% -$68.7K
IGC icon
2974
IGC Pharma
IGC
$29.8M
$489K ﹤0.01%
+298,115
New +$455K
PAVS icon
2975
Paranovus Entertainment Technology
PAVS
$5.89M
– –
0
– –
117 118
119
120 121

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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.