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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
GANX icon
3801
Gain Therapeutics
GANX
$90.4M
$119K ﹤0.01%
+33,100
New +$114K
BYU
3802
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$119K ﹤0.01%
1,891
-1,792
-49% -$101K
KSCP icon
3803
Knightscope
KSCP
$30.2M
$118K ﹤0.01%
+784
New +$150K
NERV icon
3804
Minerva Neurosciences
NERV
$187M
$118K ﹤0.01%
35,611
-13,133
-27% -$53.7K
VRNA
3805
DELISTED
Verona Pharma
VRNA
$118K ﹤0.01%
+28,200
New +$121K
NBEV
3806
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$118K ﹤0.01%
527,320
+350,620
+198% +$132K
CATX icon
3807
Perspective Therapeutics
CATX
$372M
$117K ﹤0.01%
37,709
-4,023
-10% -$12.3K
ELYS
3808
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$117K ﹤0.01%
+159,029
New +$214K
DBTX
3809
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
$116K ﹤0.01%
27,600
+6,685
+32% +$15.8K
ACIC icon
3810
American Coastal Insurance
ACIC
$465M
$115K ﹤0.01%
73,426
-16,800
-19% -$35.6K
AUR icon
3811
Aurora
AUR
$13.5B
$115K ﹤0.01%
+60,400
New +$222K
IGC icon
3812
IGC Pharma
IGC
$29.8M
$115K ﹤0.01%
+217,749
New +$137K
ALLR
3813
Allarity Therapeutics
ALLR
$22.3M
– –
0
– –
CTRM icon
3814
Castor Maritime
CTRM
$20.2M
$114K ﹤0.01%
8,480
+6,810
+408% +$126K
NNVC icon
3815
NanoViricides
NNVC
$34.9M
$113K ﹤0.01%
60,000
-16,800
-22% -$30.9K
DCOY
3816
Decoy Therapeutics
DCOY
$1.92M
$113K ﹤0.01%
15
+13
+650% +$112K
TSAT icon
3817
Telesat
TSAT
$934M
$113K ﹤0.01%
10,100
-24,000
-70% -$338K
YHGJ icon
3818
Yunhong Green CTI Ltd
YHGJ
$9.02M
$113K ﹤0.01%
15,837
-240
-1% -$2.03K
AXLA
3819
DELISTED
Axcella Health Inc. Common Stock
AXLA
$113K ﹤0.01%
2,228
+272
+14% +$13.4K
ESRT icon
3820
Empire State Realty Trust
ESRT
$817M
$112K ﹤0.01%
15,900
-151,400
-90% -$1.23M
IDN icon
3821
Intellicheck
IDN
$74.7M
$112K ﹤0.01%
55,200
+38,303
+227% +$77.2K
METV icon
3822
Roundhill Ball Metaverse ETF
METV
$211M
$112K ﹤0.01%
+13,900
New +$131K
FNCH
3823
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
$110K ﹤0.01%
1,290
-210
-14% -$18K
BDRX
3824
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
0
– –
UDMY
3825
DELISTED
Udemy
UDMY
$109K ﹤0.01%
10,700
-28,900
-73% -$350K
151 152
153
154 155

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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.