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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
-13.57%
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
$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
APTX
3426
DELISTED
Aptinyx Inc. Common Stock
APTX
$317K ﹤0.01%
568,914
+305,988
+116% +$246K
ATTO
3427
DELISTED
Atento S.A.
ATTO
$316K ﹤0.01%
31,612
+3,400
+12% +$61.5K
GRTX
3428
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$315K ﹤0.01%
242,352
-196,782
-45% -$337K
MCBS icon
3429
MetroCity Bankshares
MCBS
$1.04B
$313K ﹤0.01%
+15,394
New +$319K
KOP icon
3430
Koppers
KOP
$877M
$312K ﹤0.01%
13,800
-21,400
-61% -$542K
OPHC icon
3431
OptimumBank Holdings
OPHC
$115M
$312K ﹤0.01%
77,963
-22,037
-22% -$90.5K
ARMP icon
3432
Armata Pharmaceuticals
ARMP
$182M
$311K ﹤0.01%
79,996
-1,700
-2% -$7.38K
BFC icon
3433
Bank First Corp
BFC
$1.75B
$311K ﹤0.01%
4,100
-2,364
-37% -$170K
VTOL icon
3434
Bristow Group
VTOL
$1.37B
$311K ﹤0.01%
+13,300
New +$392K
SUNE
3435
SUNation Energy
SUNE
$10.8M
$311K ﹤0.01%
1
– –
TCDA
3436
DELISTED
Tricida, Inc. Common Stock
TCDA
$311K ﹤0.01%
32,100
-29,600
-48% -$282K
LAW icon
3437
CS Disco
LAW
$290M
$310K ﹤0.01%
+17,186
New +$443K
RPG icon
3438
Invesco S&P 500 Pure Growth ETF
RPG
$2.1B
$310K ﹤0.01%
+10,500
New +$339K
AMOV
3439
DELISTED
America Movil SAB de CV
AMOV
$310K ﹤0.01%
15,353
+2,100
+16% +$43K
ENSC icon
3440
Ensysce Biosciences
ENSC
$5.23M
$309K ﹤0.01%
99
+19
+24% +$53.2K
STRS
3441
DELISTED
STRATUS PPTYS INC
STRS
$309K ﹤0.01%
+9,600
New +$376K
DPST icon
3442
Direxion Daily Regional Banks Bull 3X ETF
DPST
$414M
$308K ﹤0.01%
+1,280
New +$396K
IYF icon
3443
iShares US Financials ETF
IYF
$4.42B
$308K ﹤0.01%
+4,400
New +$336K
RETO icon
3444
ReTo Eco-Solutions
RETO
$9.99M
$308K ﹤0.01%
2
– –
VIOV icon
3445
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.91B
$308K ﹤0.01%
4,000
+1,600
+67% +$133K
BCI icon
3446
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.08B
$307K ﹤0.01%
+11,305
New +$338K
CTSO icon
3447
Cytosorbents Corp
CTSO
$23.6M
$307K ﹤0.01%
140,120
+55,220
+65% +$127K
MPU icon
3448
Mega Matrix
MPU
$14M
$307K ﹤0.01%
225,487
+19,787
+10% +$27K
SSY
3449
DELISTED
SunLink Health Systems
SSY
$306K ﹤0.01%
305,678
-8,250
-3% -$9.63K
WHLR
3450
Wheeler Real Estate Investment Trust
WHLR
$381K
– –
0
– –
136 137
138
139 140

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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.