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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
ABR icon
4176
Arbor Realty Trust
ABR
$974M
– –
-393,759
Closed -$6.72M
ACAD icon
4177
Acadia Pharmaceuticals
ACAD
$5.07B
– –
-14,500
Closed -$351K
ACHC icon
4178
Acadia Healthcare
ACHC
$2.95B
– –
-72,900
Closed -$4.78M
ACHR icon
4179
Archer Aviation
ACHR
$4.84B
– –
-11,400
Closed -$55K
ACMR icon
4180
ACM Research
ACMR
$5.66B
– –
-95,800
Closed -$1.98M
ACM icon
4181
Aecom
ACM
$7.85B
– –
-144,077
Closed -$11.1M
ADTX
4182
DELISTED
ADITXT INC
ADTX
– –
0
– -$9K
AEMD icon
4183
Aethlon Medical
AEMD
$1.6M
– –
-68
Closed -$395K
AES icon
4184
AES
AES
$10.5B
– –
-54,000
Closed -$1.39M
AFRM icon
4185
Affirm
AFRM
$24.6B
– –
-404,400
Closed -$18.7M
AGNC icon
4186
AGNC Investment
AGNC
$12.9B
– –
-90,629
Closed -$1.19M
AVX
4187
Avax One Technology Ltd
AVX
$23.4M
– –
0
– -$104K
ALLO icon
4188
Allogene Therapeutics
ALLO
$714M
– –
-974,700
Closed -$8.88M
ALRS icon
4189
Alerus Financial
ALRS
$843M
– –
-32,200
Closed -$890K
AMC icon
4190
AMC Entertainment Holdings
AMC
$2.26B
– –
-184,303
Closed -$45.4M
AMLX icon
4191
Amylyx Pharmaceuticals
AMLX
$2.6B
– –
-146,400
Closed -$1.88M
AMPG icon
4192
AmpliTech
AMPG
$162M
– –
-31,000
Closed -$104K
AMZN icon
4193
Amazon
AMZN
$2.88T
– –
-4,141,100
Closed -$675M
ANGL icon
4194
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
– –
-85,891
Closed -$2.61M
ANIP icon
4195
ANI Pharmaceuticals
ANIP
$1.73B
– –
-88,602
Closed -$2.49M
APD icon
4196
Air Products & Chemicals
APD
$67.7B
– –
-680,700
Closed -$170M
APM
4197
DELISTED
Aptorum Group
APM
– –
-3,600
Closed -$60K
APO icon
4198
Apollo Global Management
APO
$81.9B
– –
-688,872
Closed -$42.7M
AREC icon
4199
American Resources Corp
AREC
$300M
– –
-373,600
Closed -$960K
AREN icon
4200
Arena Group
AREN
$61.9M
– –
-33,700
Closed -$365K
166 167
168
169 170

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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.