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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
SGLY icon
3626
Singularity Future Technology
SGLY
$5.46M
$211K ﹤0.01%
+497
New +$407K
SASR
3627
DELISTED
Sandy Spring Bancorp Inc
SASR
$211K ﹤0.01%
+5,400
New +$221K
GUNR icon
3628
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.02B
$210K ﹤0.01%
+5,300
New +$239K
KPLT icon
3629
Katapult Holdings
KPLT
$39.1M
$210K ﹤0.01%
7,840
+4,980
+174% +$197K
TWLO icon
3630
Twilio
TWLO
$38.4B
$210K ﹤0.01%
2,500
-1,161,195
-100% -$130M
HYRE
3631
DELISTED
HyreCar Inc. Common Stock
HYRE
$210K ﹤0.01%
344,300
+322,208
+1,458% +$413K
FOA icon
3632
Finance of America Companies
FOA
$205M
$209K ﹤0.01%
13,310
-24,410
-65% -$564K
STPZ icon
3633
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$524M
$209K ﹤0.01%
4,000
-92,900
-96% -$4.96M
XFOR icon
3634
X4 Pharmaceuticals
XFOR
$429M
$209K ﹤0.01%
7,206
+1,436
+25% +$54.6K
CPSH icon
3635
CPS Technologies
CPSH
$86.5M
$208K ﹤0.01%
67,600
-31,900
-32% -$118K
HFFG icon
3636
HF Foods Group
HFFG
$102M
$208K ﹤0.01%
39,800
+18,200
+84% +$102K
SND icon
3637
Smart Sand
SND
$218M
$207K ﹤0.01%
103,500
+92,100
+808% +$318K
FSBC icon
3638
Five Star Bancorp
FSBC
$1.14B
$206K ﹤0.01%
+7,800
New +$206K
RDNW
3639
RideNow Group
RDNW
$248M
$206K ﹤0.01%
+14,000
New +$274K
CVT
3640
DELISTED
Cvent Holding Corp. Common Stock
CVT
$206K ﹤0.01%
44,500
+29,000
+187% +$169K
DFAC icon
3641
Dimensional US Core Equity 2 ETF
DFAC
$49.8B
$205K ﹤0.01%
8,800
-2,700
-23% -$68.4K
ORIO
3642
Orion Digital Corp
ORIO
$19.3M
$205K ﹤0.01%
79,384
+56,551
+248% +$269K
PLBC icon
3643
Plumas Bancorp
PLBC
$442M
$205K ﹤0.01%
7,200
-300
-4% -$9.77K
LEE icon
3644
Lee Enterprises
LEE
$181M
$204K ﹤0.01%
10,720
-17,451
-62% -$382K
PHAT icon
3645
Phathom Pharmaceuticals
PHAT
$748M
$203K ﹤0.01%
+24,000
New +$247K
QLD icon
3646
ProShares Ultra QQQ
QLD
$14.2B
$203K ﹤0.01%
+9,800
New +$256K
CMCT
3647
Creative Media & Community Trust
CMCT
$13.9M
$201K ﹤0.01%
1
-1
-50% -$177K
XLG icon
3648
Invesco S&P 500 Top 50 ETF
XLG
$11B
$201K ﹤0.01%
+7,000
New +$218K
HURA
3649
TuHURA Biosciences
HURA
$148M
$201K ﹤0.01%
413
+382
+1,232% +$166K
IGOV icon
3650
iShares International Treasury Bond ETF
IGOV
$1.53B
$200K ﹤0.01%
4,900
-16,200
-77% -$692K
144 145
146
147 148

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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.