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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
NCSM icon
3176
NCS Multistage Holdings
NCSM
$134M
$272K ﹤0.01%
8,616
+505
+6% +$13.7K
SMTI icon
3177
Sanara MedTech
SMTI
$316M
$270K ﹤0.01%
+7,300
New +$213K
AMYT
3178
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
$270K ﹤0.01%
+22,300
New +$277K
VJET
3179
DELISTED
VOXELJET AG American Depositary Shares (each representing one Ordinary Share)
VJET
$269K ﹤0.01%
21,000
-3,200
-13% -$45.5K
DMS
3180
DELISTED
Digital Media Solutions, Inc.
DMS
$269K ﹤0.01%
1,853
+1,100
+146% +$181K
MOHO
3181
DELISTED
ECMOHO Limited American Depositary Shares
MOHO
$269K ﹤0.01%
179,102
-79,805
-31% -$136K
FEDU
3182
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$17.1M
$264K ﹤0.01%
11,383
+1,000
+10% +$20.4K
AKTX
3183
Akari Therapeutics
AKTX
$12.6M
$262K ﹤0.01%
189
+23
+14% +$36.8K
PROF
3184
Profound Medical
PROF
$252M
$260K ﹤0.01%
15,900
-58,780
-79% -$1.09M
BTRS
3185
DELISTED
BTRS Holdings Inc. Class 1 Common Stock
BTRS
$260K ﹤0.01%
+20,600
New +$298K
BWEN icon
3186
Broadwind
BWEN
$127M
$259K ﹤0.01%
57,200
-277,558
-83% -$1.36M
CLPS icon
3187
CLPS Inc
CLPS
$26.1M
$259K ﹤0.01%
+60,200
New +$258K
COMT icon
3188
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.23B
$259K ﹤0.01%
+7,515
New +$245K
SCNI
3189
Scinai Immunotherapeutics
SCNI
$1.28M
$259K ﹤0.01%
+901
New +$280K
SECO
3190
DELISTED
Secoo Holding Limited ADR
SECO
$259K ﹤0.01%
10,520
-20,570
-66% -$510K
XCUR icon
3191
Exicure
XCUR
$8.29M
$258K ﹤0.01%
1,145
+234
+26% +$61.3K
TBLT
3192
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$258K ﹤0.01%
32
-263
-89% -$1.99M
PPSI
3193
Pioneer Power Solutions
PPSI
$34.1M
$256K ﹤0.01%
54,895
+9,795
+22% +$40.6K
AMOV
3194
DELISTED
America Movil SAB de CV
AMOV
$256K ﹤0.01%
17,053
– –
DXR icon
3195
Daxor
DXR
$59.5M
$254K ﹤0.01%
23,921
-1,100
-4% -$11.7K
SGRP
3196
DELISTED
SPAR Group
SGRP
$253K ﹤0.01%
176,658
+1,358
+0.8% +$2.15K
RNLX
3197
DELISTED
Renalytix plc American Depositary Shares
RNLX
$253K ﹤0.01%
+8,200
New +$245K
STKH
3198
Steakholder Foods
STKH
$2.01M
$252K ﹤0.01%
+31
New +$291K
FXL icon
3199
First Trust Technology AlphaDEX Fund
FXL
$2.84B
$248K ﹤0.01%
+2,000
New +$238K
ONCT
3200
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$248K ﹤0.01%
+2,610
New +$310K
126 127
128
129 130

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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.