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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
BKNG icon
4226
Booking.com
BKNG
$159B
– –
-842,475
Closed -$79.1M
BLKB icon
4227
Blackbaud
BLKB
$2.03B
– –
-47,804
Closed -$2.86M
BNED icon
4228
Barnes & Noble Education
BNED
$417M
– –
-3,113
Closed -$1.11M
BP icon
4229
BP
BP
$111B
– –
-2,730,769
Closed -$80.3M
BPMC
4230
DELISTED
Blueprint Medicines
BPMC
– –
-68,400
Closed -$4.37M
BRBR icon
4231
BellRing Brands
BRBR
$1.26B
– –
-55,339
Closed -$1.28M
BRO icon
4232
Brown & Brown
BRO
$23.8B
– –
-377,700
Closed -$27.3M
BTCT icon
4233
BTC Digital
BTCT
$7.9M
– –
-5,512
Closed -$555K
BWEN icon
4234
Broadwind
BWEN
$127M
– –
-14,240
Closed -$31K
BWX icon
4235
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
– –
-44,200
Closed -$1.15M
BXMT icon
4236
Blackstone Mortgage Trust
BXMT
$2.41B
– –
-236,480
Closed -$7.52M
BYD icon
4237
Boyd Gaming
BYD
$6.03B
– –
-212,100
Closed -$14M
CACC icon
4238
Credit Acceptance
CACC
$5.99B
– –
-4,888
Closed -$2.69M
CACI icon
4239
CACI
CACI
$15B
– –
-2,200
Closed -$663K
CAL icon
4240
Caleres
CAL
$455M
– –
-18,800
Closed -$363K
CASI
4241
DELISTED
CASI Pharmaceuticals
CASI
– –
-15,530
Closed -$126K
CBRL icon
4242
Cracker Barrel
CBRL
$1.31B
– –
-16,932
Closed -$2.01M
CCO icon
4243
Clear Channel Outdoor Holdings
CCO
$1.23B
– –
-382,074
Closed -$1.32M
CCRN
4244
DELISTED
Cross Country Healthcare
CCRN
– –
-56,618
Closed -$1.23M
CCS icon
4245
Century Communities
CCS
$2B
– –
-247,654
Closed -$13.3M
CDC icon
4246
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$746M
– –
-41,500
Closed -$2.98M
CENN icon
4247
Cenntro
CENN
$8.53M
– –
-2,196
Closed -$2.89M
CEPU
4248
Central Puerto
CEPU
$1.99B
– –
-21,891
Closed -$88K
CFG icon
4249
Citizens Financial Group
CFG
$31.1B
– –
-176,900
Closed -$8.02M
CHIQ icon
4250
Global X MSCI China Consumer Discretionary ETF
CHIQ
$123M
– –
-22,900
Closed -$454K
168 169
170
171 172

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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.