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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
MIND icon
3201
MIND Technology
MIND
$42.6M
$466K ﹤0.01%
52,366
-2,217
-4% -$23.1K
STAB
3202
DELISTED
Statera Biopharma, Inc. Common Stock
STAB
$466K ﹤0.01%
1,636,235
+1,464,317
+852% +$379K
AHG
3203
Akso Health Group
AHG
$1.11B
$465K ﹤0.01%
455,448
-96,164
-17% -$109K
ATEX icon
3204
Anterix
ATEX
$1.79B
$464K ﹤0.01%
+11,300
New +$549K
BKSY icon
3205
BlackSky Technology
BKSY
$1.27B
$463K ﹤0.01%
25,038
-164,787
-87% -$2.51M
DVYE icon
3206
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$462K ﹤0.01%
17,370
-17,430
-50% -$522K
FXL icon
3207
First Trust Technology AlphaDEX Fund
FXL
$2.89B
$461K ﹤0.01%
4,900
+400
+9% +$41.2K
ZVRA icon
3208
Zevra Therapeutics
ZVRA
$664M
$461K ﹤0.01%
103,394
-77,397
-43% -$353K
BSCO
3209
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$460K ﹤0.01%
22,161
-7,689
-26% -$160K
TERN
3210
DELISTED
Terns Pharmaceuticals
TERN
$457K ﹤0.01%
184,416
+116,616
+172% +$233K
CURO
3211
DELISTED
CURO Group Holdings Corp.
CURO
$457K ﹤0.01%
+82,673
New +$757K
FFAI
3212
Faraday Future Intelligent Electric
FFAI
$12M
– –
0
– –
BWMN icon
3213
Bowman Consulting
BWMN
$731M
$453K ﹤0.01%
36,700
-4,700
-11% -$72.3K
DARE icon
3214
Dare Bioscience
DARE
$20.5M
$451K ﹤0.01%
30,550
+22,188
+265% +$334K
SGC icon
3215
Superior Group of Companies
SGC
$210M
$451K ﹤0.01%
25,401
-2,299
-8% -$39.5K
BGRY
3216
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$451K ﹤0.01%
310,973
-240,005
-44% -$530K
IWN icon
3217
iShares Russell 2000 Value ETF
IWN
$14.7B
$449K ﹤0.01%
+3,300
New +$491K
TUSK icon
3218
Mammoth Energy Services
TUSK
$154M
$449K ﹤0.01%
204,072
-36,200
-15% -$81.1K
JACK icon
3219
Jack in the Box
JACK
$358M
$448K ﹤0.01%
8,000
-28,700
-78% -$2.18M
ZVIA icon
3220
Zevia
ZVIA
$101M
$448K ﹤0.01%
159,428
+1,131
+0.7% +$3.5K
JT
3221
DELISTED
Jianpu Technology Inc. American Depositary Shares, each representing twenty Class A Ordinary Shares
JT
$446K ﹤0.01%
265,369
+18,400
+7% +$26.6K
BNSO
3222
DELISTED
Bonso Electronic International
BNSO
$445K ﹤0.01%
145,900
-100
-0.1% -$296
FXN icon
3223
First Trust Energy AlphaDEX Fund
FXN
$387M
$444K ﹤0.01%
+30,100
New +$488K
NWG icon
3224
NatWest
NWG
$76.9B
$444K ﹤0.01%
75,586
-7,985
-10% -$47.9K
XSW icon
3225
State Street SPDR S&P Software & Services ETF
XSW
$515M
$444K ﹤0.01%
4,000
+1,800
+82% +$225K
127 128
129
130 131

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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.