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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
MCK icon
3351
McKesson
MCK
$99.9B
$359K ﹤0.01%
+1,100
New +$352K
HIL
3352
DELISTED
Hill International, Inc. Common Stock
HIL
$359K ﹤0.01%
213,489
-176,501
-45% -$257K
ADV icon
3353
Advantage Solutions
ADV
$423M
$358K ﹤0.01%
3,768
+2,648
+236% +$320K
URGN icon
3354
UroGen Pharma
URGN
$2.34B
$357K ﹤0.01%
43,600
+18,900
+77% +$130K
XYF
3355
X Financial
XYF
$214M
$357K ﹤0.01%
133,375
+1,000
+0.8% +$2.72K
PRF icon
3356
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$356K ﹤0.01%
12,000
-9,000
-43% -$289K
CABA icon
3357
Cabaletta Bio
CABA
$442M
$355K ﹤0.01%
335,000
+135,600
+68% +$192K
PWSC
3358
DELISTED
PowerSchool Holdings, Inc.
PWSC
$355K ﹤0.01%
+29,500
New +$405K
TEO icon
3359
Telecom Argentina
TEO
$5.75B
$354K ﹤0.01%
77,893
-169,250
-68% -$920K
RIBT
3360
DELISTED
RiceBran Technologies
RIBT
$354K ﹤0.01%
52,806
+18,570
+54% +$113K
HRT
3361
DELISTED
HireRight Holdings Corporation
HRT
$352K ﹤0.01%
24,800
-63,600
-72% -$991K
RBBN icon
3362
Ribbon Communications
RBBN
$377M
$351K ﹤0.01%
115,300
-17,111
-13% -$51.7K
WING icon
3363
Wingstop
WING
$3.1B
$351K ﹤0.01%
4,700
-53,800
-92% -$4.69M
CTXR icon
3364
Citius Pharmaceuticals
CTXR
$20.1M
$350K ﹤0.01%
15,219
+13,647
+868% +$374K
REKR icon
3365
Rekor Systems
REKR
$97.6M
$350K ﹤0.01%
+198,900
New +$567K
JAGX icon
3366
Jaguar Health
JAGX
$3.85M
– –
0
– –
XTNT icon
3367
Xtant Medical Holdings
XTNT
$43.8M
$349K ﹤0.01%
670,900
+4,700
+0.7% +$2.78K
TANH icon
3368
Tantech Holdings
TANH
$5.27M
$348K ﹤0.01%
1,243
+838
+207% +$277K
GPL
3369
DELISTED
Great Panther Mining Limited
GPL
$348K ﹤0.01%
282,303
-163,850
-37% -$310K
MTL
3370
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$348K ﹤0.01%
1,545,087
– –
NMRK icon
3371
Newmark Group
NMRK
$2.77B
$345K ﹤0.01%
35,700
-158,545
-82% -$1.84M
LRMR icon
3372
Larimar Therapeutics
LRMR
$444M
$344K ﹤0.01%
175,542
+2,800
+2% +$8.27K
LTRPA
3373
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$344K ﹤0.01%
454,100
+78,100
+21% +$100K
BBUC
3374
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.01B
$343K ﹤0.01%
14,900
-4,050
-21% -$109K
BOND icon
3375
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$343K ﹤0.01%
3,600
-25,584
-88% -$2.49M
133 134
135
136 137

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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.