We are live on ! Find out more
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
XYLO
3001
DELISTED
Xylo Technologies
XYLO
$452K ﹤0.01%
+6,239
New +$455K
EEX
3002
DELISTED
Emerald Holding
EEX
$451K ﹤0.01%
83,657
-66,500
-44% -$357K
ASAP
3003
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$451K ﹤0.01%
+12,665
New +$574K
IHRT icon
3004
iHeartMedia
IHRT
$450M
$447K ﹤0.01%
+16,600
New +$367K
LXFR icon
3005
Luxfer Holdings
LXFR
$457M
$447K ﹤0.01%
20,100
-3,200
-14% -$69.6K
AFYA icon
3006
Afya
AFYA
$1.26B
$446K ﹤0.01%
17,300
-75,200
-81% -$1.77M
GTN.A icon
3007
Gray Media Inc
GTN.A
$612M
$445K ﹤0.01%
20,900
-700
-3% -$14.1K
BCYC
3008
Bicycle Therapeutics
BCYC
$284M
$443K ﹤0.01%
14,600
-12,200
-46% -$369K
ORTX
3009
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
$439K ﹤0.01%
+10,000
New +$557K
BDRX
3010
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
0
– –
NAAS
3011
NaaS Technology Inc
NAAS
$57.3M
$437K ﹤0.01%
21
-2
-9% -$53.5K
FNDC icon
3012
Schwab Fundamental International Small Company Index ETF
FNDC
$3.16B
$436K ﹤0.01%
11,100
-12,200
-52% -$480K
SANA icon
3013
Sana Biotechnology
SANA
$1.13B
$436K ﹤0.01%
+22,200
New +$503K
IMDX
3014
Insight Molecular Diagnostics
IMDX
$147M
$434K ﹤0.01%
3,780
-1,735
-31% -$169K
SMCI icon
3015
Super Micro Computer
SMCI
$24.3B
$434K ﹤0.01%
+123,400
New +$454K
QNRX
3016
Quoin Pharmaceuticals
QNRX
$11.8M
$433K ﹤0.01%
6
– –
TRMK icon
3017
Trustmark
TRMK
$2.79B
$433K ﹤0.01%
+14,062
New +$464K
CWK icon
3018
Cushman & Wakefield Ltd
CWK
$3.24B
$432K ﹤0.01%
24,700
-127,600
-84% -$2.27M
OEF icon
3019
iShares S&P 100 ETF
OEF
$20.4B
$432K ﹤0.01%
+2,200
New +$418K
SUMR
3020
DELISTED
Summer Infant, Inc.
SUMR
$432K ﹤0.01%
33,523
-14,200
-30% -$197K
IMNN icon
3021
Imunon
IMNN
$6.77M
$431K ﹤0.01%
+1,736
New +$410K
LOGC
3022
DELISTED
LogicBio Therapeutics, Inc. Common Stock
LOGC
$428K ﹤0.01%
+96,500
New +$491K
SLNO
3023
DELISTED
Soleno Therapeutics
SLNO
$427K ﹤0.01%
+24,946
New +$421K
LILAK icon
3024
Liberty Latin America Class C
LILAK
$1.67B
$426K ﹤0.01%
33,248
-38,500
-54% -$494K
PLBC icon
3025
Plumas Bancorp
PLBC
$439M
$426K ﹤0.01%
13,300
-4,200
-24% -$123K
119 120
121
122 123

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.