We are live on ! Find out more
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
-3.48%
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
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 19.03%
2 Technology 14.98%
3 Consumer Discretionary 11.43%
4 Consumer Staples 10.71%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMRA
3201
Damora Therapeutics, Inc. Ordinary Shares
DMRA
$1.9B
$498K ﹤0.01%
9,047
-161
-2% -$9.04K
VCTR icon
3202
Victory Capital Holdings
VCTR
$7.25B
$497K ﹤0.01%
17,200
-32,900
-66% -$1.07M
COE
3203
51Talk Online Education Group
COE
$120M
$496K ﹤0.01%
70,875
+1,775
+3% +$9K
GEM icon
3204
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
$495K ﹤0.01%
+14,600
New +$519K
IMTX icon
3205
Immatics
IMTX
$1.29B
$494K ﹤0.01%
61,798
+9,198
+17% +$83.8K
SGC icon
3206
Superior Group of Companies
SGC
$205M
$494K ﹤0.01%
27,700
+9,600
+53% +$191K
MSP
3207
DELISTED
Datto Holding Corp.
MSP
$494K ﹤0.01%
18,500
-58,100
-76% -$1.44M
UDMY
3208
DELISTED
Udemy
UDMY
$493K ﹤0.01%
39,600
+20,500
+107% +$283K
ARKO icon
3209
ARKO Corp
ARKO
$558M
$492K ﹤0.01%
54,100
-23,425
-30% -$197K
BBGI icon
3210
Beasley Broadcasting Group
BBGI
$42M
$492K ﹤0.01%
13,972
-1,452
-9% -$54.3K
CWBR
3211
DELISTED
CohBar, Inc. Common Stock
CWBR
$491K ﹤0.01%
52,060
-10,551
-17% -$99.8K
IHG icon
3212
InterContinental Hotels
IHG
$23.5B
$489K ﹤0.01%
7,100
-10,398
-59% -$703K
LSF icon
3213
Laird Superfood
LSF
$54.1M
$489K ﹤0.01%
+135,400
New +$921K
INVX
3214
Innovex International
INVX
$2.18B
$489K ﹤0.01%
+13,100
New +$376K
IRON icon
3215
Disc Medicine
IRON
$3.01B
$488K ﹤0.01%
11,703
+11,306
+2,848% +$593K
MITK icon
3216
Mitek Systems
MITK
$869M
$487K ﹤0.01%
33,200
-57,107
-63% -$874K
NUVB icon
3217
Nuvation Bio
NUVB
$2.15B
$485K ﹤0.01%
92,200
+42,600
+86% +$239K
CTK
3218
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
$485K ﹤0.01%
146,925
+133,179
+969% +$551K
PTRA
3219
DELISTED
Proterra Inc. Common Stock
PTRA
$484K ﹤0.01%
+64,300
New +$521K
SEV
3220
DELISTED
Sono Group N.V. Common Shares
SEV
$483K ﹤0.01%
+89,800
New +$533K
VOOV icon
3221
Vanguard S&P 500 Value ETF
VOOV
$6.81B
$482K ﹤0.01%
3,200
-5,040
-61% -$750K
FFTY icon
3222
CapForce IBD 50 ETF
FFTY
$81.1M
$481K ﹤0.01%
+12,300
New +$477K
RRBI icon
3223
Red River Bancshares
RRBI
$683M
$481K ﹤0.01%
9,100
-1,659
-15% -$86.1K
MPC icon
3224
Marathon Petroleum
MPC
$99.4B
$479K ﹤0.01%
+5,600
New +$426K
REET icon
3225
iShares Global REIT ETF
REET
$5.09B
$479K ﹤0.01%
16,400
-22,500
-58% -$643K
127 128
129
130 131

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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

Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.