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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
CYPH
3151
Cypherpunk Technologies Inc
CYPH
$70M
$297K ﹤0.01%
18,129
+15,069
+492% +$254K
BIMI
3152
DELISTED
BIMI International Medical Inc. Common Stock
BIMI
$297K ﹤0.01%
+4,439
New +$309K
AVCT
3153
DELISTED
American Virtual Cloud Technologies, Inc. Common Stock
AVCT
$297K ﹤0.01%
3,327
-1,206
-27% -$116K
MUX icon
3154
McEwen Inc
MUX
$1.18B
$295K ﹤0.01%
+21,510
New +$285K
NEWA
3155
DELISTED
Newater Technology, Inc. Ordinary Shares
NEWA
$295K ﹤0.01%
87,400
+3,800
+5% +$12.9K
FORA
3156
DELISTED
Forian
FORA
$292K ﹤0.01%
+23,200
New +$265K
NETI
3157
DELISTED
Eneti Inc.
NETI
$292K ﹤0.01%
+15,658
New +$313K
VIVO
3158
VivoPower PLC
VIVO
$130M
$289K ﹤0.01%
3,961
-12,017
-75% -$928K
XBIO icon
3159
Xenetic Biosciences
XBIO
$7.56M
$288K ﹤0.01%
14,122
-10,993
-44% -$222K
TOTL icon
3160
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
$286K ﹤0.01%
5,900
-121,300
-95% -$5.87M
EIGR
3161
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$286K ﹤0.01%
1,121
-2,442
-69% -$609K
SFUN
3162
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$285K ﹤0.01%
24,014
-3,509
-13% -$41.4K
BATL icon
3163
Battalion Oil
BATL
$29.7M
$284K ﹤0.01%
+21,200
New +$266K
KUKE
3164
DELISTED
Kuke Music
KUKE
$284K ﹤0.01%
+5,320
New +$310K
CFBK icon
3165
CF Bankshares
CFBK
$232M
$282K ﹤0.01%
14,500
-1,200
-8% -$23.6K
ADMA icon
3166
ADMA Biologics
ADMA
$2.19B
$281K ﹤0.01%
+175,626
New +$309K
USWS
3167
DELISTED
U.S. Well Services, Inc. Class A Common Stock
USWS
$281K ﹤0.01%
13,240
-55,157
-81% -$1.09M
FCG icon
3168
First Trust Natural Gas ETF
FCG
$645M
$280K ﹤0.01%
+17,100
New +$245K
RPV icon
3169
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
$278K ﹤0.01%
+3,600
New +$281K
NNA
3170
DELISTED
Navios Maritime Acquisition Corporation
NNA
$277K ﹤0.01%
81,091
+28,591
+54% +$101K
SRAX
3171
DELISTED
SRAX, Inc. Class A Common Stock
SRAX
$277K ﹤0.01%
50,922
-167,078
-77% -$804K
EMLC icon
3172
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
$276K ﹤0.01%
8,800
-105,300
-92% -$3.32M
DYAI icon
3173
Dyadic International
DYAI
$32.1M
$274K ﹤0.01%
76,200
+37,800
+98% +$158K
LXRX icon
3174
Lexicon Pharmaceuticals
LXRX
$1.05B
$274K ﹤0.01%
59,775
-252,704
-81% -$1.22M
PETZ icon
3175
TDH Holdings
PETZ
$15.7M
$273K ﹤0.01%
5,184
-2,781
-35% -$135K
125 126
127
128 129

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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.