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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
NCEL
3326
NewcelX Ltd
NCEL
$17.9M
$132K ﹤0.01%
+105
New +$143K
BRG
3327
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$132K ﹤0.01%
12,967
-537,475
-98% -$5.2M
CRKN
3328
DELISTED
Crown Electrokinetics Corp. Common Stock
CRKN
– –
0
– –
CABA icon
3329
Cabaletta Bio
CABA
$465M
$128K ﹤0.01%
+14,900
New +$146K
MITO
3330
DELISTED
Stealth BioTherapeutics Corp. ADS
MITO
$128K ﹤0.01%
81,877
-799,469
-91% -$1.12M
GB
3331
DELISTED
Global Blue Group Holding
GB
$127K ﹤0.01%
12,800
+2,200
+21% +$23.5K
PTRS
3332
DELISTED
Partners Bancorp Common Stock
PTRS
$125K ﹤0.01%
+15,600
New +$122K
GDC icon
3333
GD Culture Group
GDC
$7.33M
$123K ﹤0.01%
8
-5
-38% -$108K
HGBL icon
3334
Heritage Global
HGBL
$37.2M
$123K ﹤0.01%
48,729
+21,212
+77% +$61K
NVOS
3335
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
$122K ﹤0.01%
+4,863
New +$121K
SDPI
3336
DELISTED
Superior Drilling Products Inc.
SDPI
$121K ﹤0.01%
131,830
-80,594
-38% -$67.5K
GGE
3337
DELISTED
Green Giant Inc. Common Stock
GGE
$121K ﹤0.01%
56,977
+33,231
+140% +$69.9K
LEXX icon
3338
Lexaria Bioscience
LEXX
$10.1M
$120K ﹤0.01%
+1,147
New +$102K
RSSS icon
3339
Research Solutions
RSSS
$74.6M
$120K ﹤0.01%
+41,886
New +$99.3K
WAFU icon
3340
Wah Fu Education Group
WAFU
$6.4M
$119K ﹤0.01%
+13,700
New +$106K
IMTE icon
3341
Integrated Media Technology
IMTE
$1.69M
$118K ﹤0.01%
+2,400
New +$108K
SDOT icon
3342
Sadot Group
SDOT
$12.2M
$118K ﹤0.01%
42
-29
-41% -$87.8K
TPHS
3343
DELISTED
Trinity Place Holdings Inc.com
TPHS
$118K ﹤0.01%
55,923
-42,459
-43% -$83.6K
SER icon
3344
Serina Therapeutics
SER
$42.3M
$116K ﹤0.01%
2,134
-7,263
-77% -$364K
HUSN
3345
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
$116K ﹤0.01%
14,040
-69,432
-83% -$450K
LIQT icon
3346
LiqTech
LIQT
$20M
$115K ﹤0.01%
1,963
-3,012
-61% -$182K
REFR icon
3347
Research Frontiers
REFR
$16.8M
$114K ﹤0.01%
48,214
+28,325
+142% +$70.6K
ID
3348
DELISTED
PARTS iD, Inc.
ID
$114K ﹤0.01%
+18,800
New +$129K
MDIA icon
3349
Mediaco Holding
MDIA
$78.3M
$112K ﹤0.01%
31,169
-13,618
-30% -$46.5K
SMHI icon
3350
SEACOR Marine Holdings
SMHI
$264M
$112K ﹤0.01%
25,300
-6,100
-19% -$26.9K
132 133
134
135 136

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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.