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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
CRSP icon
3501
CRISPR Therapeutics
CRSP
$5.21B
– –
-123,110
Closed -$15M
CSTM icon
3502
Constellium
CSTM
$4.02B
– –
-255,900
Closed -$3.76M
CSTL icon
3503
Castle Biosciences
CSTL
$968M
– –
-27,500
Closed -$1.88M
CUBE icon
3504
CubeSmart
CUBE
$9.34B
– –
-221,700
Closed -$8.39M
CUBI icon
3505
Customers Bancorp
CUBI
$2.79B
– –
-7,400
Closed -$235K
CURI icon
3506
CuriosityStream
CURI
$167M
– –
-80,072
Closed -$1.08M
CVLG icon
3507
Covenant Logistics
CVLG
$867M
– –
-64,800
Closed -$667K
CW icon
3508
Curtiss-Wright
CW
$26.8B
– –
-12,100
Closed -$1.44M
CYRX icon
3509
CryoPort
CYRX
$748M
– –
-90,200
Closed -$4.69M
DAL icon
3510
Delta Air Lines
DAL
$58.9B
– –
-85,893
Closed -$4.15M
DAO
3511
Youdao
DAO
$2.24B
– –
-69,248
Closed -$1.65M
DCI icon
3512
Donaldson
DCI
$11.2B
– –
-169,700
Closed -$9.87M
DCTH icon
3513
Delcath Systems
DCTH
$579M
– –
-15,900
Closed -$197K
DDM icon
3514
ProShares Ultra Dow30
DDM
$544M
– –
-54,400
Closed -$1.79M
DDOG icon
3515
Datadog
DDOG
$86.6B
– –
-343,000
Closed -$28.6M
DEM icon
3516
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-14,600
Closed -$648K
DGRW icon
3517
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-18,000
Closed -$1.03M
DHC
3518
Diversified Healthcare Trust
DHC
$2B
– –
-711,600
Closed -$3.4M
DK icon
3519
Delek US
DK
$4.06B
– –
-11,026
Closed -$240K
DLS icon
3520
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-15,119
Closed -$1.09M
DOW icon
3521
Dow Inc
DOW
$22.1B
– –
-774,500
Closed -$49.5M
DOX icon
3522
Amdocs
DOX
$6.09B
– –
-75,000
Closed -$5.26M
DOYU
3523
DouYu International Holdings
DOYU
$138M
– –
-18,590
Closed -$1.94M
DX
3524
Dynex Capital
DX
$3.24B
– –
-168,500
Closed -$3.19M
DXCM icon
3525
DexCom
DXCM
$34.2B
– –
-576,172
Closed -$51.8M
139 140
141
142 143

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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.