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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
-3.48%
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
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 19.03%
2 Technology 14.98%
3 Consumer Discretionary 11.43%
4 Consumer Staples 10.71%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VONE icon
3426
Vanguard Russell 1000 ETF
VONE
$8.73B
$332K ﹤0.01%
1,600
-3,000
-65% -$613K
CRVO icon
3427
CervoMed
CRVO
$39.1M
$331K ﹤0.01%
17,656
+1,348
+8% +$26.8K
DGRW icon
3428
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$331K ﹤0.01%
5,200
-7,400
-59% -$467K
PEY icon
3429
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
$330K ﹤0.01%
+15,100
New +$323K
INTA icon
3430
Intapp
INTA
$3.08B
$329K ﹤0.01%
13,700
+4,100
+43% +$89.5K
LSXMK
3431
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$329K ﹤0.01%
9,295
-92,823
-91% -$3.44M
ENSC icon
3432
Ensysce Biosciences
ENSC
$5.69M
$328K ﹤0.01%
+80
New +$529K
SVC
3433
Service Properties Trust
SVC
$1.07B
$328K ﹤0.01%
+7,440
New +$324K
FXO icon
3434
First Trust Financials AlphaDEX Fund
FXO
$1.15B
$326K ﹤0.01%
7,100
-13,500
-66% -$622K
GALT icon
3435
Galectin Therapeutics
GALT
$326M
$325K ﹤0.01%
202,018
-13,382
-6% -$25.9K
NERV icon
3436
Minerva Neurosciences
NERV
$211M
$324K ﹤0.01%
48,744
-25,144
-34% -$154K
XSW icon
3437
State Street SPDR S&P Software & Services ETF
XSW
$503M
$324K ﹤0.01%
+2,200
New +$321K
NPO icon
3438
Enpro
NPO
$7.21B
$323K ﹤0.01%
+3,300
New +$351K
KBA icon
3439
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
$322K ﹤0.01%
+8,800
New +$349K
NAAS
3440
NaaS Technology Inc
NAAS
$58.7M
$322K ﹤0.01%
48
+6
+14% +$31K
BDN
3441
Brandywine Realty Trust
BDN
$542M
$321K ﹤0.01%
22,700
-221,998
-91% -$3.01M
NXXT
3442
NextNRG Inc
NXXT
$46.2M
$321K ﹤0.01%
15,265
+9,260
+154% +$220K
PRCH icon
3443
Porch Group
PRCH
$1.94B
$320K ﹤0.01%
+46,100
New +$425K
OWLT icon
3444
Owlet
OWLT
$176M
$319K ﹤0.01%
5,121
-29
-0.6% -$998
SPHB icon
3445
Invesco S&P 500 High Beta ETF
SPHB
$958M
$319K ﹤0.01%
+4,200
New +$316K
MREO
3446
Mereo BioPharma
MREO
$48.4M
$318K ﹤0.01%
283,800
+63,200
+29% +$81.7K
TDIV icon
3447
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$318K ﹤0.01%
5,400
+900
+20% +$53.4K
WHLM
3448
DELISTED
Wilhelmina International, Inc
WHLM
$318K ﹤0.01%
68,400
-15,600
-19% -$69.3K
DAVE icon
3449
Dave Inc
DAVE
$4.28B
$317K ﹤0.01%
+1,384
New +$333K
DFAC icon
3450
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
$317K ﹤0.01%
+11,500
New +$315K
136 137
138
139 140

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Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

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

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.