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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
BAR icon
3451
GraniteShares Gold Shares
BAR
$1.49B
– –
-42,000
Closed -$713K
BBIO icon
3452
BridgeBio Pharma
BBIO
$16.4B
– –
-118,546
Closed -$7.3M
BCO icon
3453
Brink's
BCO
$4.69B
– –
-4,400
Closed -$349K
BDN
3454
Brandywine Realty Trust
BDN
$541M
– –
-95,598
Closed -$1.23M
BDTX icon
3455
Black Diamond Therapeutics
BDTX
$121M
– –
-18,600
Closed -$451K
BEEM icon
3456
Beam Global
BEEM
$25.8M
– –
-126,800
Closed -$5.5M
BFC icon
3457
Bank First Corp
BFC
$1.74B
– –
-4,500
Closed -$337K
BGSF icon
3458
BGSF Inc
BGSF
$57.6M
– –
-65,901
Closed -$923K
BILI icon
3459
Bilibili
BILI
$7.37B
– –
-698,730
Closed -$74.8M
BIOX icon
3460
Bioceres Crop Solutions
BIOX
$24.3M
– –
-11,900
Closed -$121K
BIV icon
3461
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
– –
-19,900
Closed -$1.77M
BLFS icon
3462
BioLife Solutions
BLFS
$1.71B
– –
-82,400
Closed -$2.97M
BLMN icon
3463
Bloomin' Brands
BLMN
$975M
– –
-381,400
Closed -$10.3M
BMO icon
3464
Bank of Montreal
BMO
$129B
– –
-248,895
Closed -$22.2M
BMRA icon
3465
Biomerica
BMRA
$4.85M
– –
-3,500
Closed -$153K
BNED icon
3466
Barnes & Noble Education
BNED
$417M
– –
-120
Closed -$98K
BNGO icon
3467
Bionano Genomics
BNGO
$13.8M
– –
-15,811
Closed -$76.7M
BOND icon
3468
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
– –
-34,500
Closed -$3.78M
BORR
3469
Borr Drilling
BORR
$1.27B
– –
-242,519
Closed -$468K
BRFS
3470
DELISTED
BRF SA
BRFS
– –
-2,312,960
Closed -$10.4M
BTI icon
3471
British American Tobacco
BTI
$120B
– –
-54,899
Closed -$2.13M
BX icon
3472
Blackstone
BX
$110B
– –
-1,417,800
Closed -$106M
BXMT icon
3473
Blackstone Mortgage Trust
BXMT
$2.41B
– –
-291,280
Closed -$9.03M
BXP icon
3474
Boston Properties
BXP
$10.8B
– –
-467,400
Closed -$47.3M
BBBY
3475
Bed Bath & Beyond
BBBY
$403M
– –
-225,940
Closed -$13.6M
137 138
139
140 141

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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.