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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
AMGN icon
3426
Amgen
AMGN
$225B
– –
-1,200
Closed -$299K
AMLP icon
3427
Alerian MLP ETF
AMLP
$13.2B
– –
-70,800
Closed -$2.16M
AMRX icon
3428
Amneal Pharmaceuticals
AMRX
$6.15B
– –
-448,660
Closed -$3.02M
AMS icon
3429
American Shared Hospital Services
AMS
$10.2M
– –
-49,300
Closed -$137K
ANVS icon
3430
Annovis Bio
ANVS
$76.6M
– –
-19,900
Closed -$555K
APH icon
3431
Amphenol
APH
$210B
– –
-657,800
Closed -$21.7M
APLE icon
3432
Apple Hospitality REIT
APLE
$3.71B
– –
-786,994
Closed -$11.5M
APPN icon
3433
Appian
APPN
$2.49B
– –
-100,700
Closed -$13.4M
ARDX icon
3434
Ardelyx
ARDX
$1.03B
– –
-499,273
Closed -$3.31M
ARI
3435
Apollo Commercial Real Estate
ARI
$885M
– –
-317,340
Closed -$4.43M
ARR
3436
Armour Residential REIT
ARR
$2.36B
– –
-138,804
Closed -$8.47M
ASH icon
3437
Ashland
ASH
$3.42B
– –
-96,375
Closed -$8.55M
ASX icon
3438
ASE Group
ASX
$102B
– –
-1,278,660
Closed -$9.85M
ATER icon
3439
Aterian
ATER
$5.09M
– –
-33,380
Closed -$11.8M
ATOS icon
3440
Atossa Therapeutics
ATOS
$23.5M
– –
-220,276
Closed -$6.97M
AUDC icon
3441
AudioCodes
AUDC
$257M
– –
-84,788
Closed -$2.29M
AUTL
3442
Autolus Therapeutics
AUTL
$564M
– –
-81,588
Closed -$467K
AVB icon
3443
AvalonBay Communities
AVB
$25.7B
– –
-112,714
Closed -$20.8M
AVTR icon
3444
Avantor
AVTR
$9.42B
– –
-497,549
Closed -$14.4M
AVTX icon
3445
Avalo Therapeutics
AVTX
$1.05B
– –
-99
Closed -$860K
AXDX
3446
DELISTED
Accelerate Diagnostics
AXDX
– –
-7,960
Closed -$662K
AXON
3447
Axon Enterprise
AXON
$48.7B
– –
-175,852
Closed -$25M
AZO icon
3448
AutoZone
AZO
$49.7B
– –
-9,400
Closed -$13.2M
BAC icon
3449
Bank of America
BAC
$453B
– –
-1,058,366
Closed -$40.9M
BALL icon
3450
Ball Corp
BALL
$16.4B
– –
-209,322
Closed -$17.7M
136 137
138
139 140

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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.