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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
DCOY
3751
Decoy Therapeutics
DCOY
$2.06M
– –
-7
Closed -$352K
SLYV icon
3752
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-8,700
Closed -$713K
SNAP icon
3753
Snap
SNAP
$9.32B
– –
-1,230,500
Closed -$64.3M
SPCE icon
3754
Virgin Galactic
SPCE
$498M
– –
-141,211
Closed -$86.5M
SPHB icon
3755
Invesco S&P 500 High Beta ETF
SPHB
$931M
– –
-21,800
Closed -$1.52M
SPR
3756
DELISTED
Spirit AeroSystems
SPR
– –
-207,200
Closed -$10.1M
SPYV icon
3757
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-8,800
Closed -$334K
STAG icon
3758
STAG Industrial
STAG
$7.08B
– –
-82,200
Closed -$2.76M
STLD icon
3759
Steel Dynamics
STLD
$37.8B
– –
-137,683
Closed -$6.99M
STNE icon
3760
StoneCo
STNE
$2.42B
– –
-701,500
Closed -$42.9M
SU icon
3761
Suncor Energy
SU
$74B
– –
-210,326
Closed -$4.4M
SWTX
3762
DELISTED
SpringWorks Therapeutics
SWTX
– –
-60,900
Closed -$4.48M
T icon
3763
AT&T
T
$168B
– –
-17,002,260
Closed -$389M
TAP icon
3764
Molson Coors Class B
TAP
$7.83B
– –
-248,500
Closed -$12.7M
TD icon
3765
Toronto Dominion Bank
TD
$201B
– –
-183,980
Closed -$12M
TDW icon
3766
Tidewater
TDW
$4.54B
– –
-19,300
Closed -$242K
TENB icon
3767
Tenable Holdings
TENB
$4.17B
– –
-414,400
Closed -$15M
TER icon
3768
Teradyne
TER
$59.3B
– –
-324,924
Closed -$39.5M
TFII icon
3769
TFI International
TFII
$11.7B
– –
-93,563
Closed -$7M
TFIN icon
3770
Triumph Financial Inc
TFIN
$1.82B
– –
-3,700
Closed -$286K
THC icon
3771
Tenet Healthcare
THC
$20.9B
– –
-138,375
Closed -$7.2M
THD icon
3772
iShares MSCI Thailand ETF
THD
$354M
– –
-6,700
Closed -$551K
TJX icon
3773
TJX Companies
TJX
$172B
– –
-1,265,700
Closed -$83.7M
TM icon
3774
Toyota
TM
$225B
– –
-207,718
Closed -$32.4M
TMF icon
3775
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.14B
– –
-4,240
Closed -$934K
149 150
151
152 153

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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.