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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
-13.57%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$84.5B
AUM Growth
-$745M
Cap. Flow
+$13.7B
Cap. Flow %
16.26%
Top 10 Hldgs %
10.97%
Holding
4,738
New
694
Increased
1,955
Reduced
1,481
Closed
562

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.04B
2
CVX icon
Chevron
CVX
+$820M
3
SHOP icon
Shopify
SHOP
+$599M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$539M
5
META icon
Meta Platforms (Facebook)
META
+$479M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$675M
2
TSLA icon
Tesla
TSLA
+$661M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$633M
4
VZ icon
Verizon
VZ
+$533M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$377M

Sector Composition

Rank Sector Weight
1 Healthcare 19.41%
2 Technology 16.8%
3 Consumer Staples 11.12%
4 Consumer Discretionary 10.11%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCTR icon
2951
Victory Capital Holdings
VCTR
$7.27B
$696K ﹤0.01%
28,900
+11,700
+68% +$315K
VOO icon
2952
Vanguard S&P 500 ETF
VOO
$1.04T
$694K ﹤0.01%
+2,000
New +$753K
OTIC
2953
DELISTED
Otonomy, Inc.
OTIC
$692K ﹤0.01%
332,726
+11,700
+4% +$24.4K
HRTG icon
2954
Heritage Insurance Holdings
HRTG
$989M
$691K ﹤0.01%
261,799
-228,648
-47% -$975K
UBFO
2955
DELISTED
United Security Bancshares
UBFO
$690K ﹤0.01%
90,548
-26,900
-23% -$209K
FTEC icon
2956
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
$685K ﹤0.01%
+7,100
New +$757K
RFL icon
2957
Rafael Holdings
RFL
$102M
$685K ﹤0.01%
371,662
-13,284
-3% -$26.5K
FTXN icon
2958
First Trust Nasdaq Oil & Gas ETF
FTXN
$164M
$684K ﹤0.01%
+29,200
New +$795K
ESAB icon
2959
ESAB
ESAB
$5.29B
$683K ﹤0.01%
+15,600
New +$753K
EDRY icon
2960
EuroDry
EDRY
$112M
$682K ﹤0.01%
37,700
+11,400
+43% +$343K
FBK icon
2961
FB Financial Corp
FBK
$3.1B
$682K ﹤0.01%
+17,400
New +$701K
HDB icon
2962
HDFC Bank
HDB
$119B
$682K ﹤0.01%
24,800
-216,800
-90% -$6.11M
MREO
2963
Mereo BioPharma
MREO
$49.1M
$682K ﹤0.01%
608,909
+325,109
+115% +$252K
VXF icon
2964
Vanguard Extended Market ETF
VXF
$32.3B
$682K ﹤0.01%
+5,200
New +$757K
EUFN icon
2965
iShares MSCI Europe Financials ETF
EUFN
$4.3B
$681K ﹤0.01%
+42,900
New +$747K
CYAN
2966
DELISTED
Cyanotech Corp
CYAN
$680K ﹤0.01%
232,827
-19,082
-8% -$57.8K
TBBK icon
2967
The Bancorp
TBBK
$2.82B
$677K ﹤0.01%
+34,700
New +$744K
NAIL icon
2968
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$594M
$676K ﹤0.01%
+27,600
New +$952K
PLOW icon
2969
Douglas Dynamics
PLOW
$967M
$675K ﹤0.01%
23,500
-15,600
-40% -$485K
PLAB icon
2970
Photronics
PLAB
$1.97B
$672K ﹤0.01%
34,500
+22,600
+190% +$396K
FNDF icon
2971
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$671K ﹤0.01%
+23,700
New +$726K
SUNL
2972
DELISTED
Sunlight Financial Holdings, Inc.
SUNL
$671K ﹤0.01%
11,370
+475
+4% +$39.6K
BDTX icon
2973
Black Diamond Therapeutics
BDTX
$116M
$669K ﹤0.01%
272,002
+7,511
+3% +$17.5K
GATX icon
2974
GATX Corp
GATX
$6.33B
$669K ﹤0.01%
7,100
-18,600
-72% -$1.98M
APRN
2975
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
$667K ﹤0.01%
15,275
-32,478
-68% -$1.32M
117 118
119
120 121

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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.