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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+10.31%
1 Year Est. Return
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
AT&T
T
+$389M

Sector Composition

Rank Sector Weight
1 Healthcare 19.96%
2 Technology 19.63%
3 Consumer Staples 10.59%
4 Consumer Discretionary 10.5%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIH
3301
DELISTED
China Index Holdings Limited American Depository Shares
CIH
$155K ﹤0.01%
77,199
-42,901
-36% -$87.7K
NMAD
3302
Nomad Power Solutions
NMAD
$71.9M
$154K ﹤0.01%
+5,090
New +$146K
TLSA icon
3303
Tiziana Life Sciences
TLSA
$126M
$153K ﹤0.01%
65,340
+17,193
+36% +$42.5K
TTSH
3304
DELISTED
Tile Shop Holdings
TTSH
$149K ﹤0.01%
+18,500
New +$155K
CXDO icon
3305
Crexendo
CXDO
$215M
$148K ﹤0.01%
24,267
+11,267
+87% +$64.7K
EMX
3306
DELISTED
EMX Royalty
EMX
$148K ﹤0.01%
+49,824
New +$163K
FENC icon
3307
Fennec Pharmaceuticals
FENC
$414M
$148K ﹤0.01%
+20,284
New +$135K
XTLB
3308
XTL Biopharmaceuticals
XTLB
$6.61M
$148K ﹤0.01%
9,297
-403
-4% -$5.54K
APM
3309
DELISTED
Aptorum Group
APM
$146K ﹤0.01%
+4,570
New +$128K
ENFY
3310
DELISTED
Enlightify Inc
ENFY
$146K ﹤0.01%
14,751
-34,477
-70% -$408K
TMBR
3311
DELISTED
Timber Pharmaceuticals, Inc.
TMBR
$145K ﹤0.01%
+2,376
New +$167K
BDR
3312
DELISTED
Blonder Tongue Laboratories Inc
BDR
$143K ﹤0.01%
108,162
+26,800
+33% +$32.9K
GRDX
3313
GridAI Technologies Corp
GRDX
$23.3M
$142K ﹤0.01%
+1
New +$108K
TAOP icon
3314
Taoping
TAOP
$8.85M
$141K ﹤0.01%
+97
New +$173K
DSWL icon
3315
Deswell Industries
DSWL
$50.7M
$140K ﹤0.01%
29,385
+11,716
+66% +$48.1K
CMPI
3316
DELISTED
Checkmate Pharmaceuticals, Inc. Common Stock
CMPI
$140K ﹤0.01%
+23,500
New +$166K
KRKR
3317
36Kr Holdings
KRKR
$6.08M
$139K ﹤0.01%
2,805
+250
+10% +$13.6K
QVCGB
3318
DELISTED
QVC Group, Inc. Series B Common Stock
QVCGB
$138K ﹤0.01%
+208
New +$136K
DARE icon
3319
Dare Bioscience
DARE
$21.6M
$137K ﹤0.01%
6,049
-66,652
-92% -$1.14M
RDHL
3320
Redhill Biopharma
RDHL
$3.59M
$137K ﹤0.01%
+20
New +$138K
DBTX
3321
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
$137K ﹤0.01%
+15,900
New +$140K
LFMD icon
3322
LifeMD
LFMD
$159M
$134K ﹤0.01%
+11,400
New +$131K
CWBR
3323
DELISTED
CohBar, Inc. Common Stock
CWBR
$134K ﹤0.01%
3,200
-14,950
-82% -$586K
NH
3324
DELISTED
NantHealth, Inc
NH
$134K ﹤0.01%
+3,862
New +$153K
ZGYH
3325
DELISTED
Yunhong International Class A Ordinary Shares
ZGYH
$134K ﹤0.01%
+13,200
New +$133K
131 132
133
134 135

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Jim Simons's Q2 2021 Portfolio in Review

As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.

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

Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.

  • Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
  • Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
  • Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
  • Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
  • Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
  • Jim Simons opened 701 new positions and closed 551 in Q2 2021.
  • Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.

Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.