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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
AGTC
3576
DELISTED
Applied Genetic Technologies Corporation
AGTC
$235K ﹤0.01%
305,740
+186,900
+157% +$167K
APRE icon
3577
Aprea Therapeutics
APRE
$8.13M
$234K ﹤0.01%
15,588
+693
+5% +$16K
ENVB icon
3578
Enveric Biosciences
ENVB
$6.24M
$234K ﹤0.01%
121
-100
-45% -$213K
DJCO icon
3579
Daily Journal
DJCO
$781M
$233K ﹤0.01%
+900
New +$242K
VOE icon
3580
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$233K ﹤0.01%
1,800
-7,800
-81% -$1.1M
LYRA
3581
DELISTED
LYRA THERAPEUTICS INC
LYRA
$232K ﹤0.01%
820
+470
+134% +$128K
BRLT icon
3582
Brilliant Earth
BRLT
$22M
$231K ﹤0.01%
+48,700
New +$306K
FRLN
3583
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$231K ﹤0.01%
17,682
-12,079
-41% -$155K
ARQT icon
3584
Arcutis Biotherapeutics
ARQT
$3.27B
$230K ﹤0.01%
+10,800
New +$222K
JHMM icon
3585
John Hancock Multifactor Mid Cap ETF
JHMM
$6.17B
$230K ﹤0.01%
+5,200
New +$251K
NNI icon
3586
Nelnet
NNI
$4.53B
$230K ﹤0.01%
2,700
-87,700
-97% -$7.28M
GGRP
3587
Glimpse Group
GGRP
$19.3M
$230K ﹤0.01%
+57,800
New +$254K
ANY icon
3588
Sphere 3D
ANY
$18.1M
$229K ﹤0.01%
6,103
-6,058
-50% -$524K
CLRO icon
3589
ClearOne Inc
CLRO
$14.4M
$229K ﹤0.01%
28,296
-3,206
-10% -$32K
PBW icon
3590
Invesco WilderHill Clean Energy ETF
PBW
$462M
$229K ﹤0.01%
5,000
-38,100
-88% -$2M
SALM
3591
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$229K ﹤0.01%
108,100
-9,600
-8% -$27.1K
GHSI
3592
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
$228K ﹤0.01%
31,495
-13,030
-29% -$114K
ADIL
3593
Adial Pharmaceuticals
ADIL
$9.5M
$227K ﹤0.01%
271
+239
+747% +$216K
SWKH
3594
DELISTED
SWK Holdings
SWKH
$227K ﹤0.01%
16,406
-18,299
-53% -$272K
VCLT icon
3595
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$227K ﹤0.01%
+2,800
New +$236K
THRN
3596
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$227K ﹤0.01%
46,800
-84,300
-64% -$513K
BLZE icon
3597
Backblaze
BLZE
$1.23B
$226K ﹤0.01%
43,300
-14,819
-25% -$111K
SVIX icon
3598
-1x Short VIX Futures ETF
SVIX
$172M
$226K ﹤0.01%
+21,700
New +$249K
CWBR
3599
DELISTED
CohBar, Inc. Common Stock
CWBR
$226K ﹤0.01%
39,790
-12,270
-24% -$82.1K
LZB icon
3600
La-Z-Boy
LZB
$1.67B
$225K ﹤0.01%
+9,500
New +$244K
142 143
144
145 146

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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.