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
-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
LSEA
3276
DELISTED
Landsea Homes
LSEA
$410K ﹤0.01%
61,500
-80,700
-57% -$629K
TLH icon
3277
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$409K ﹤0.01%
+3,400
New +$417K
MNOV icon
3278
MediciNova
MNOV
$64.5M
$408K ﹤0.01%
161,100
+11,400
+8% +$29.7K
OCG icon
3279
Oriental Culture Holding
OCG
$3.24M
$408K ﹤0.01%
41
+25
+156% +$285K
ATSG
3280
DELISTED
Air Transport Services Group
ATSG
$408K ﹤0.01%
14,200
-7,500
-35% -$228K
CTLP
3281
DELISTED
Cantaloupe
CTLP
$405K ﹤0.01%
+72,400
New +$385K
EMQQ icon
3282
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$268M
$404K ﹤0.01%
+12,500
New +$384K
DUG icon
3283
ProShares UltraShort Energy
DUG
$18.6M
$403K ﹤0.01%
4,500
+1,400
+45% +$111K
RMBI icon
3284
Richmond Mutual Bancorp
RMBI
$256M
$403K ﹤0.01%
28,842
-18,400
-39% -$282K
MUX icon
3285
McEwen Inc
MUX
$1.14B
$402K ﹤0.01%
92,400
-49,730
-35% -$310K
COE
3286
51Talk Online Education Group
COE
$124M
$401K ﹤0.01%
72,625
+1,750
+2% +$9.32K
FSFG
3287
DELISTED
First Savings Financial Group
FSFG
$400K ﹤0.01%
16,700
+800
+5% +$19.6K
VSTM icon
3288
Verastem
VSTM
$604M
$400K ﹤0.01%
28,742
-111,600
-80% -$1.78M
LIT icon
3289
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$399K ﹤0.01%
5,500
-21,500
-80% -$1.53M
CZOO
3290
DELISTED
Cazoo Group Ltd
CZOO
$399K ﹤0.01%
277
+46
+20% +$151K
BSJM
3291
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$399K ﹤0.01%
+18,100
New +$407K
HEZU icon
3292
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$590M
$398K ﹤0.01%
12,700
-52,700
-81% -$1.75M
MAX icon
3293
MediaAlpha
MAX
$813M
$398K ﹤0.01%
40,400
-40,800
-50% -$498K
XT icon
3294
iShares Future Exponential Technologies ETF
XT
$4.01B
$398K ﹤0.01%
+8,300
New +$431K
USX
3295
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$398K ﹤0.01%
148,565
-37,035
-20% -$115K
BATL icon
3296
Battalion Oil
BATL
$29.5M
$397K ﹤0.01%
46,600
+26,000
+126% +$417K
PDD icon
3297
Pinduoduo
PDD
$120B
$396K ﹤0.01%
6,400
-2,081,300
-100% -$97.5M
SLGC
3298
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
$395K ﹤0.01%
+87,400
New +$520K
AXU
3299
DELISTED
Alexco Resource Corp
AXU
$395K ﹤0.01%
+1,015,700
New +$987K
ISTR icon
3300
Investar Holding Corp
ISTR
$425M
$394K ﹤0.01%
17,975
-26,200
-59% -$537K
130 131
132
133 134

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.