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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
IJS icon
2976
iShares S&P Small-Cap 600 Value ETF
IJS
$8.36B
$485K ﹤0.01%
4,600
-15,000
-77% -$1.57M
XMAX
2977
XMAX Inc
XMAX
$567M
$485K ﹤0.01%
30,884
+4,010
+15% +$59.4K
ANIX icon
2978
Anixa Biosciences
ANIX
$110M
$483K ﹤0.01%
+124,499
New +$530K
CPSH icon
2979
CPS Technologies
CPSH
$86.7M
$482K ﹤0.01%
50,121
-57,800
-54% -$452K
EPZM
2980
DELISTED
Epizyme, Inc
EPZM
$482K ﹤0.01%
+58,011
New +$489K
VFH icon
2981
Vanguard Financials ETF
VFH
$13.9B
$479K ﹤0.01%
+5,300
New +$479K
OCC icon
2982
Optical Cable Corp
OCC
$149M
$477K ﹤0.01%
132,403
-3,300
-2% -$11.5K
IJJ icon
2983
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$474K ﹤0.01%
4,500
-5,700
-56% -$609K
BIVI icon
2984
BioVie
BIVI
$11.8M
$473K ﹤0.01%
+279
New +$434K
MTNB icon
2985
Matinas BioPharma
MTNB
$1.54M
$472K ﹤0.01%
12,183
+9,375
+334% +$403K
KBNT
2986
DELISTED
Kubient, Inc. Common Stock
KBNT
$471K ﹤0.01%
+82,500
New +$481K
LOV
2987
DELISTED
Spark Networks SE American Depositary Shares
LOV
$470K ﹤0.01%
90,766
-161,034
-64% -$1.01M
MMAC
2988
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$470K ﹤0.01%
17,300
-5,710
-25% -$123K
IWY icon
2989
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$467K ﹤0.01%
+3,100
New +$444K
UFCS icon
2990
United Fire Group
UFCS
$1.37B
$466K ﹤0.01%
16,800
-33,056
-66% -$1.03M
ARMP icon
2991
Armata Pharmaceuticals
ARMP
$158M
$463K ﹤0.01%
116,696
-7,120
-6% -$30K
FNDA icon
2992
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$462K ﹤0.01%
+17,000
New +$453K
AACG
2993
ATA Creativity
AACG
$39.3M
$460K ﹤0.01%
149,242
+71,998
+93% +$225K
RENO
2994
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
$458K ﹤0.01%
+315,900
New +$449K
YI
2995
111 Inc
YI
$33.3M
$457K ﹤0.01%
5,035
-19,530
-80% -$2.05M
XLG icon
2996
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$456K ﹤0.01%
+14,000
New +$439K
KRBN icon
2997
KraneShares Global Carbon Strategy ETF
KRBN
$131M
$455K ﹤0.01%
+12,300
New +$410K
EWT icon
2998
iShares MSCI Taiwan ETF
EWT
$11.4B
$454K ﹤0.01%
7,100
-42,000
-86% -$2.61M
MTC icon
2999
MMTec
MTC
$302M
$454K ﹤0.01%
2,731
+1,359
+99% +$195K
DVLT
3000
Datavault AI
DVLT
$265M
$454K ﹤0.01%
8
+5
+167% +$263K
118 119
120
121 122

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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.