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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
MTA
3551
Metalla Royalty & Streaming
MTA
$855M
$250K ﹤0.01%
51,800
-188,302
-78% -$1.1M
WHLM
3552
DELISTED
Wilhelmina International, Inc
WHLM
$250K ﹤0.01%
57,000
-11,400
-17% -$52.4K
AOK icon
3553
iShares Core Conservative Allocation ETF
AOK
$795M
$249K ﹤0.01%
7,200
-25,700
-78% -$916K
CALA
3554
DELISTED
Calithera Biosciences, Inc
CALA
$248K ﹤0.01%
100,700
+8,025
+9% +$37.2K
FRAF icon
3555
Franklin Financial Services
FRAF
$290M
$247K ﹤0.01%
8,200
-10,500
-56% -$328K
SJ icon
3556
Scienjoy Holding
SJ
$35.7M
$247K ﹤0.01%
+75,600
New +$239K
ATIP
3557
DELISTED
ATI Physical Therapy, Inc.
ATIP
$247K ﹤0.01%
3,506
-1,953
-36% -$173K
LEJU
3558
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$246K ﹤0.01%
104,699
+2,308
+2% +$9.94K
TMP icon
3559
Tompkins Financial
TMP
$1.45B
$245K ﹤0.01%
+3,400
New +$252K
FKWL icon
3560
Franklin Wireless
FKWL
$28.3M
$244K ﹤0.01%
77,000
-52,500
-41% -$184K
CCM
3561
Concord Medical Services
CCM
$20.4M
$243K ﹤0.01%
12,950
-1,310
-9% -$22K
ELTX icon
3562
Elicio Therapeutics
ELTX
$82.7M
$243K ﹤0.01%
21,350
-1,020
-5% -$16.3K
PNRG icon
3563
PrimeEnergy Resources
PNRG
$320M
$243K ﹤0.01%
+3,100
New +$250K
FELE icon
3564
Franklin Electric
FELE
$4.68B
$242K ﹤0.01%
3,300
-20,800
-86% -$1.54M
KSPN
3565
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
$242K ﹤0.01%
98,053
+500
+0.5% +$2.29K
SGFY
3566
DELISTED
Signify Health, Inc.
SGFY
$242K ﹤0.01%
17,500
-20,800
-54% -$293K
ARBK
3567
Argo Blockchain
ARBK
$41.4M
$241K ﹤0.01%
296
-117
-28% -$169K
AVNS
3568
DELISTED
Avanos Medical
AVNS
$241K ﹤0.01%
8,800
-3,000
-25% -$86.2K
SRAD icon
3569
Sportradar
SRAD
$3.97B
$241K ﹤0.01%
+30,518
New +$334K
AOA icon
3570
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
$240K ﹤0.01%
+4,000
New +$255K
GRID
3571
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$240K ﹤0.01%
3,100
-600
-16% -$50.9K
VAW icon
3572
Vanguard Materials ETF
VAW
$3.05B
$240K ﹤0.01%
+1,500
New +$275K
TROW icon
3573
T. Rowe Price
TROW
$23.5B
$239K ﹤0.01%
2,100
-361,600
-99% -$46M
TTSH
3574
DELISTED
Tile Shop Holdings
TTSH
$239K ﹤0.01%
77,800
+50,200
+182% +$250K
ASLN
3575
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$236K ﹤0.01%
11,897
+10,132
+574% +$225K
141 142
143
144 145

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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.