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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
XBIT icon
3226
XBiotech
XBIT
$71M
$443K ﹤0.01%
+78,668
New +$529K
VVX icon
3227
V2X
VVX
$2.55B
$442K ﹤0.01%
13,200
-2,600
-16% -$92K
ICD
3228
DELISTED
Independence Contract Drilling, Inc.
ICD
$441K ﹤0.01%
140,800
-210,200
-60% -$815K
SRG
3229
Seritage Growth Properties
SRG
$128M
$440K ﹤0.01%
+84,500
New +$754K
TRAW icon
3230
Traws Pharma
TRAW
$9.14M
$440K ﹤0.01%
13,333
+463
+4% +$15.6K
RSPD icon
3231
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$335M
$439K ﹤0.01%
+12,300
New +$500K
AVDV icon
3232
Avantis International Small Cap Value ETF
AVDV
$19.9B
$438K ﹤0.01%
+8,300
New +$487K
QQEW icon
3233
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.88B
$437K ﹤0.01%
5,000
+1,600
+47% +$152K
EAR
3234
DELISTED
Eargo, Inc. Common Stock
EAR
$437K ﹤0.01%
29,030
+16,910
+140% +$799K
MTUM icon
3235
iShares MSCI USA Momentum Factor ETF
MTUM
$26.1B
$436K ﹤0.01%
+3,200
New +$470K
CNM icon
3236
Core & Main
CNM
$8.64B
$435K ﹤0.01%
+19,500
New +$452K
RLAY icon
3237
Relay Therapeutics
RLAY
$4.37B
$434K ﹤0.01%
25,900
-1,900
-7% -$40.7K
TALK icon
3238
Talkspace
TALK
$871M
$434K ﹤0.01%
255,200
+120,200
+89% +$181K
CASH icon
3239
Pathward Financial
CASH
$1.79B
$433K ﹤0.01%
+11,200
New +$477K
RRX icon
3240
Regal Rexnord
RRX
$11.4B
$433K ﹤0.01%
+3,815
New +$485K
VONE icon
3241
Vanguard Russell 1000 ETF
VONE
$8.74B
$430K ﹤0.01%
2,500
+900
+56% +$168K
FNDC icon
3242
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
$429K ﹤0.01%
14,100
+3,700
+36% +$122K
SMHI icon
3243
SEACOR Marine Holdings
SMHI
$262M
$429K ﹤0.01%
74,500
+45,400
+156% +$359K
VNM icon
3244
VanEck Vietnam ETF
VNM
$506M
$429K ﹤0.01%
+29,800
New +$488K
YPF icon
3245
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
$429K ﹤0.01%
131,504
-395,770
-75% -$1.71M
DMRA
3246
Damora Therapeutics, Inc. Ordinary Shares
DMRA
$1.9B
$427K ﹤0.01%
9,868
+821
+9% +$37.7K
ATYR
3247
aTyr Pharma
ATYR
$54.2M
$427K ﹤0.01%
150,825
+39,970
+36% +$145K
TDIV icon
3248
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.47B
$426K ﹤0.01%
8,500
+3,100
+57% +$168K
TRVI icon
3249
Trevi Therapeutics
TRVI
$2.59B
$426K ﹤0.01%
151,500
+35,500
+31% +$87.2K
XSD icon
3250
State Street SPDR S&P Semiconductor ETF
XSD
$2.88B
$425K ﹤0.01%
+2,800
New +$486K
128 129
130
131 132

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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.