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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
TCDA
3101
DELISTED
Tricida, Inc. Common Stock
TCDA
$341K ﹤0.01%
79,026
-112,966
-59% -$539K
PSB
3102
DELISTED
PS Business Parks, Inc.
PSB
$341K ﹤0.01%
+2,300
New +$361K
TGS icon
3103
Transportadora de Gas del Sur
TGS
$4.23B
$340K ﹤0.01%
73,463
+15,751
+27% +$75.2K
IFMK
3104
DELISTED
iFresh Inc. Common Stock
IFMK
$338K ﹤0.01%
238,786
-109,083
-31% -$151K
ECOR icon
3105
electroCore
ECOR
$84.7M
$336K ﹤0.01%
18,845
+4,224
+29% +$109K
EWG icon
3106
iShares MSCI Germany ETF
EWG
$1.67B
$336K ﹤0.01%
9,700
-13,300
-58% -$468K
WINT
3107
DELISTED
Windtree Therapeutics
WINT
$334K ﹤0.01%
+3
New +$292K
GEOS icon
3108
Geospace Technologies
GEOS
$67.9M
$333K ﹤0.01%
41,198
-50,234
-55% -$413K
HRMY icon
3109
Harmony Biosciences
HRMY
$2.32B
$333K ﹤0.01%
+11,800
New +$354K
PWCM
3110
PowerCompute, Inc. Common Stock
PWCM
$1.42M
$333K ﹤0.01%
517
+420
+433% +$307K
HTGM
3111
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$332K ﹤0.01%
4,760
-6,805
-59% -$368K
SPCB icon
3112
SuperCom
SPCB
$67.5M
$331K ﹤0.01%
+1,225
New +$337K
BKSC
3113
DELISTED
Bank of South Carolina
BKSC
$331K ﹤0.01%
16,170
-3,694
-19% -$76.2K
SNGX icon
3114
Soligenix
SNGX
$5.78M
$329K ﹤0.01%
+1,235
New +$362K
VALU icon
3115
Value Line
VALU
$360M
$329K ﹤0.01%
10,600
– –
AIM
3116
AIM ImmunoTech
AIM
$7.13M
$329K ﹤0.01%
1,530
-3,262
-68% -$699K
EVGN icon
3117
Evogene
EVGN
$9.67M
$328K ﹤0.01%
+9,580
New +$375K
KPRX icon
3118
Kiora Pharmaceuticals
KPRX
$11.7M
$328K ﹤0.01%
251
-156
-38% -$242K
ELOX
3119
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$326K ﹤0.01%
+4,098
New +$342K
AMPG icon
3120
AmpliTech
AMPG
$162M
$325K ﹤0.01%
+70,124
New +$403K
PZG icon
3121
Paramount Gold Nevada
PZG
$130M
$325K ﹤0.01%
335,527
+119,324
+55% +$124K
WF icon
3122
Woori Financial
WF
$17.1B
$324K ﹤0.01%
10,700
+3,000
+39% +$88.4K
VTGN icon
3123
VistaGen Therapeutics
VTGN
$11.6M
$323K ﹤0.01%
+3,421
New +$253K
DRIP icon
3124
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$102M
$322K ﹤0.01%
454
-42
-8% -$40.3K
SNES icon
3125
SenesTech
SNES
$6.83M
$321K ﹤0.01%
+83
New +$322K
123 124
125
126 127

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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.