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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
HUBS icon
3601
HubSpot
HUBS
$10.6B
– –
-20,200
Closed -$9.18M
HUYA
3602
Huya Inc
HUYA
$545M
– –
-970,639
Closed -$18.9M
IEUR icon
3603
iShares Core MSCI Europe ETF
IEUR
$9.13B
– –
-23,600
Closed -$1.27M
IFF icon
3604
International Flavors & Fragrances
IFF
$21.6B
– –
-425,900
Closed -$59.5M
IGIC icon
3605
International General Insurance
IGIC
$1.14B
– –
-12,100
Closed -$99K
IGOV icon
3606
iShares International Treasury Bond ETF
IGOV
$1.54B
– –
-25,400
Closed -$1.32M
IHI icon
3607
iShares US Medical Devices ETF
IHI
$3.46B
– –
-39,000
Closed -$2.15M
ILPT
3608
Industrial Logistics Properties Trust
ILPT
$596M
– –
-29,710
Closed -$687K
ILMN icon
3609
Illumina
ILMN
$28.8B
– –
-140,341
Closed -$52.4M
IMO icon
3610
Imperial Oil
IMO
$62.5B
– –
-56,200
Closed -$1.36M
IMXI icon
3611
International Money Express
IMXI
$341M
– –
-103,200
Closed -$1.55M
INN
3612
Summit Hotel Properties
INN
$644M
– –
-55,852
Closed -$567K
INTC icon
3613
Intel
INTC
$507B
– –
-333,494
Closed -$21.3M
INTF icon
3614
iShares International Equity Factor ETF
INTF
$3.75B
– –
-15,500
Closed -$445K
INVH icon
3615
Invitation Homes
INVH
$17.7B
– –
-321,583
Closed -$10.3M
IOVA icon
3616
Iovance Biotherapeutics
IOVA
$2.95B
– –
-140,600
Closed -$4.45M
IP icon
3617
International Paper
IP
$21.8B
– –
-137,544
Closed -$7.04M
IPAY icon
3618
Amplify Mobile Payments ETF
IPAY
$179M
– –
-6,800
Closed -$454K
IPGP icon
3619
IPG Photonics
IPGP
$3.67B
– –
-17,546
Closed -$3.7M
IQ icon
3620
iQIYI
IQ
$1.28B
– –
-859,900
Closed -$14.3M
IRBT
3621
DELISTED
iRobot
IRBT
– –
-122,376
Closed -$15M
IVE icon
3622
iShares S&P 500 Value ETF
IVE
$49.9B
– –
-6,700
Closed -$946K
IVOL icon
3623
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
– –
-134,174
Closed -$3.83M
IWM icon
3624
iShares Russell 2000 ETF
IWM
$82B
– –
-9,700
Closed -$2.14M
IWR icon
3625
iShares Russell Mid-Cap ETF
IWR
$57.8B
– –
-9,600
Closed -$710K
143 144
145
146 147

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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.