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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
IGMS
3001
DELISTED
IGM Biosciences
IGMS
$638K ﹤0.01%
35,400
-28,800
-45% -$513K
TDTT icon
3002
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$638K ﹤0.01%
25,725
-114,775
-82% -$2.91M
VBIV
3003
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$638K ﹤0.01%
26,317
+20,580
+359% +$700K
CION icon
3004
CION Investment
CION
$382M
$636K ﹤0.01%
73,100
+61,600
+536% +$662K
HIBS icon
3005
Direxion Daily S&P 500 High Beta Bear 3X ETF
HIBS
$17.6M
$636K ﹤0.01%
+495
New +$518K
VFF icon
3006
Village Farms International
VFF
$302M
$636K ﹤0.01%
+243,550
New +$885K
HLG
3007
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$636K ﹤0.01%
48,521
-11,200
-19% -$147K
ADCT icon
3008
ADC Therapeutics
ADCT
$134M
$635K ﹤0.01%
+79,900
New +$756K
IWF icon
3009
iShares Russell 1000 Growth ETF
IWF
$129B
$634K ﹤0.01%
+11,600
New +$696K
LXFR icon
3010
Luxfer Holdings
LXFR
$457M
$634K ﹤0.01%
41,900
-50,000
-54% -$809K
VEA icon
3011
Vanguard FTSE Developed Markets ETF
VEA
$239B
$632K ﹤0.01%
+15,500
New +$689K
DIBS icon
3012
1stdibs.com
DIBS
$163M
$631K ﹤0.01%
110,900
-98,200
-47% -$646K
HTBK
3013
DELISTED
Heritage Commerce
HTBK
$630K ﹤0.01%
58,900
-96,000
-62% -$1.07M
VONG icon
3014
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
$630K ﹤0.01%
+11,200
New +$692K
ERNA icon
3015
Eterna Therapeutics
ERNA
$5.02M
$629K ﹤0.01%
162
+84
+108% +$603K
DFCF icon
3016
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$628K ﹤0.01%
+14,400
New +$638K
DYN icon
3017
Dyne Therapeutics
DYN
$4.85B
$627K ﹤0.01%
91,200
+48,500
+114% +$334K
GP
3018
GreenPower Motor Co
GP
$11.3M
$627K ﹤0.01%
19,010
+5,470
+40% +$285K
AEI icon
3019
Alset
AEI
$45.5M
$624K ﹤0.01%
106,100
+64,569
+155% +$530K
OVLY icon
3020
Oak Valley Bancorp
OVLY
$288M
$624K ﹤0.01%
36,301
-2,806
-7% -$49.1K
ZIMV
3021
DELISTED
ZimVie
ZIMV
$623K ﹤0.01%
+38,900
New +$858K
GTX icon
3022
Garrett Motion
GTX
$5.35B
$621K ﹤0.01%
80,400
+46,500
+137% +$315K
PNQI icon
3023
Invesco NASDAQ Internet ETF
PNQI
$544M
$621K ﹤0.01%
26,000
-34,500
-57% -$944K
QNCX icon
3024
Quince Therapeutics
QNCX
$33M
$620K ﹤0.01%
+1,397
New +$987K
SCHG icon
3025
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
$620K ﹤0.01%
+42,800
New +$684K
119 120
121
122 123

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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.