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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
SPRB
3526
Spruce Biosciences
SPRB
$143M
$263K ﹤0.01%
2,019
+530
+36% +$67.9K
DAVA icon
3527
Endava
DAVA
$161M
$261K ﹤0.01%
2,960
-16,000
-84% -$1.67M
GTH
3528
DELISTED
Genetron Holdings Limited ADS
GTH
$261K ﹤0.01%
51,090
+7,990
+19% +$41K
MYPS icon
3529
PLAYSTUDIOS Inc
MYPS
$69.1M
$260K ﹤0.01%
+60,800
New +$330K
EWTX icon
3530
Edgewise Therapeutics
EWTX
$4.73B
$259K ﹤0.01%
+32,600
New +$246K
PCY icon
3531
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$259K ﹤0.01%
14,000
-196,117
-93% -$3.98M
RNDB
3532
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$259K ﹤0.01%
+9,800
New +$257K
BLPH
3533
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$258K ﹤0.01%
209,399
+24,100
+13% +$32.2K
ASYS icon
3534
Amtech Systems
ASYS
$283M
$257K ﹤0.01%
35,196
-14,900
-30% -$129K
XMMO icon
3535
Invesco S&P MidCap Momentum ETF
XMMO
$7.62B
$256K ﹤0.01%
+3,600
New +$288K
VCSA
3536
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$256K ﹤0.01%
+4,450
New +$469K
EFOI icon
3537
Energy Focus
EFOI
$19.2M
$255K ﹤0.01%
+28,059
New +$259K
FTHM icon
3538
Fathom Holdings
FTHM
$23.9M
$255K ﹤0.01%
+32,500
New +$276K
IYT icon
3539
iShares US Transportation ETF
IYT
$2.29B
$255K ﹤0.01%
+4,800
New +$279K
SGHT icon
3540
Sight Sciences
SGHT
$465M
$254K ﹤0.01%
28,300
-700
-2% -$6.16K
FNCB
3541
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$253K ﹤0.01%
31,600
-17,900
-36% -$149K
EVI icon
3542
EVI Industries
EVI
$207M
$252K ﹤0.01%
+25,197
New +$335K
BYFC icon
3543
Broadway Financial
BYFC
$105M
$251K ﹤0.01%
29,627
-2,265
-7% -$27K
EJH icon
3544
E-Home Household Service Holdings
EJH
$4.74M
– –
0
– –
FBND icon
3545
Fidelity Total Bond ETF
FBND
$27.4B
$251K ﹤0.01%
5,390
-3,010
-36% -$143K
NBSE
3546
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$251K ﹤0.01%
11,957
+1,215
+11% +$28.5K
APLT
3547
DELISTED
Applied Therapeutics
APLT
$250K ﹤0.01%
264,178
-18,022
-6% -$29.5K
APVO icon
3548
Aptevo Therapeutics
APVO
$5.34M
– –
0
– –
AUBN icon
3549
Auburn National Bancorp
AUBN
$91.1M
$250K ﹤0.01%
9,241
-2,300
-20% -$70K
CYCN icon
3550
Cyclerion Therapeutics
CYCN
$19.5M
$250K ﹤0.01%
22,804
+7,676
+51% +$110K
140 141
142
143 144

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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.