We are live on ! Find out more
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
ARKG icon
4201
ARK Genomic Revolution ETF
ARKG
$1.79B
– –
-57,600
Closed -$2.65M
ARMK icon
4202
Aramark
ARMK
$15.9B
– –
-59,278
Closed -$1.61M
ARTL icon
4203
Artelo Biosciences
ARTL
$2.55M
– –
-676
Closed -$82K
ARW icon
4204
Arrow Electronics
ARW
$10.7B
– –
-131,200
Closed -$15.6M
ASHR icon
4205
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
– –
-246,400
Closed -$8.15M
ASTE icon
4206
Astec Industries
ASTE
$994M
– –
-12,145
Closed -$522K
ATER icon
4207
Aterian
ATER
$5.09M
– –
-147,708
Closed -$4.31M
CVSA
4208
Covista Inc
CVSA
$4.36B
– –
-53,900
Closed -$1.6M
LONA
4209
LeonaBio Inc
LONA
$73.9M
– –
-3,740
Closed -$505K
AVDX
4210
DELISTED
AvidXchange
AVDX
– –
-528,000
Closed -$4.25M
AXTA icon
4211
Axalta
AXTA
$7.98B
– –
-360,400
Closed -$8.86M
AZTA icon
4212
Azenta
AZTA
$1.47B
– –
-45,257
Closed -$3.75M
AZUL
4213
DELISTED
Azul
AZUL
– –
-99,100
Closed -$1.49M
BAP icon
4214
Credicorp
BAP
$29.6B
– –
-25,300
Closed -$4.35M
BAR icon
4215
GraniteShares Gold Shares
BAR
$1.49B
– –
-27,600
Closed -$530K
BCS icon
4216
Barclays
BCS
$94.4B
– –
-2,405,686
Closed -$19M
BEAT icon
4217
Heartbeam
BEAT
$31.7M
– –
-79,650
Closed -$147K
BEN icon
4218
Franklin Resources
BEN
$17.1B
– –
-68,600
Closed -$1.92M
BGFV
4219
DELISTED
Big 5 Sporting Goods
BGFV
– –
-316,229
Closed -$5.42M
BGS icon
4220
B&G Foods
BGS
$291M
– –
-15,700
Closed -$424K
BH.A icon
4221
Biglari Holdings Class A
BH.A
$1.23B
– –
-290
Closed -$212K
BH icon
4222
Biglari Holdings Class B
BH
$1.23B
– –
-2,046
Closed -$296K
BHP icon
4223
BHP
BHP
$229B
– –
-37,441
Closed -$2.58M
BIRD icon
4224
Smartbird Inc
BIRD
$30.2M
– –
-2,211
Closed -$266K
BKLN icon
4225
Invesco Senior Loan ETF
BKLN
$6.75B
– –
-873,700
Closed -$19M
167 168
169
170 171

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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.