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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
AKUS
3251
DELISTED
Akouos Inc
AKUS
$424K ﹤0.01%
90,400
+57,200
+172% +$202K
CARS icon
3252
Cars.com
CARS
$672M
$423K ﹤0.01%
44,900
+15,300
+52% +$165K
HZO icon
3253
MarineMax
HZO
$1.15B
$423K ﹤0.01%
11,700
-19,300
-62% -$775K
IMBI
3254
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
$423K ﹤0.01%
349,948
+200
+0.1% +$571
UONE icon
3255
Urban One Class A
UONE
$23.5M
$422K ﹤0.01%
7,720
+1,600
+26% +$132K
FAMI icon
3256
Farmmi Inc
FAMI
$4.96M
$421K ﹤0.01%
4,176
+3,508
+525% +$729K
AEVA
3257
Aeva Technologies
AEVA
$1.56B
$420K ﹤0.01%
+26,820
New +$442K
ACOR
3258
DELISTED
Acorda Therapeutics
ACOR
$420K ﹤0.01%
45,066
+9,705
+27% +$173K
BSBK icon
3259
Bogota Financial
BSBK
$113M
$419K ﹤0.01%
37,384
+1,648
+5% +$18K
APEN
3260
DELISTED
Apollo Endosurgery, Inc.
APEN
$419K ﹤0.01%
114,800
-21,900
-16% -$104K
JNK icon
3261
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$417K ﹤0.01%
4,600
-205,300
-98% -$19.8M
SDPI
3262
DELISTED
Superior Drilling Products Inc.
SDPI
$416K ﹤0.01%
420,238
-137,092
-25% -$142K
UPH
3263
DELISTED
UpHealth, Inc.
UPH
$416K ﹤0.01%
70,245
-3,897
-5% -$30.3K
BOSC icon
3264
Better Online Solutions
BOSC
$31.8M
$415K ﹤0.01%
189,558
-19,900
-10% -$46.9K
CWEB icon
3265
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$226M
$414K ﹤0.01%
+5,700
New +$338K
BWMX icon
3266
Betterware México
BWMX
$611M
$413K ﹤0.01%
47,800
+500
+1% +$7.2K
SYRS
3267
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$413K ﹤0.01%
42,901
-38,995
-48% -$365K
VINC
3268
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
$413K ﹤0.01%
15,626
+8,539
+120% +$380K
RIGL icon
3269
Rigel Pharmaceuticals
RIGL
$762M
$412K ﹤0.01%
36,450
+14,810
+68% +$297K
VLD
3270
DELISTED
Velo3D, Inc.
VLD
$412K ﹤0.01%
+8,521
New +$997K
TRVN
3271
DELISTED
Trevena, Inc.
TRVN
$412K ﹤0.01%
1,591
+1,098
+223% +$242K
VAXX
3272
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
$412K ﹤0.01%
+262,400
New +$992K
TIG
3273
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
$412K ﹤0.01%
66,200
+37,100
+127% +$220K
CRBP icon
3274
Corbus Pharmaceuticals
CRBP
$195M
$410K ﹤0.01%
54,229
+15,656
+41% +$151K
LODE icon
3275
Comstock
LODE
$261M
$410K ﹤0.01%
66,147
-10,969
-14% -$109K
129 130
131
132 133

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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.