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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
CHR icon
4251
Cheer Holding
CHR
$3.43M
– –
-20
Closed -$31K
CHTR icon
4252
Charter Communications
CHTR
$17.9B
– –
-541,400
Closed -$295M
CIEN icon
4253
Ciena
CIEN
$61.2B
– –
-37,974
Closed -$2.3M
CINT icon
4254
CI&T Inc
CINT
$465M
– –
-40,200
Closed -$644K
CLB icon
4255
Core Laboratories
CLB
$571M
– –
-138,100
Closed -$4.37M
CLF icon
4256
Cleveland-Cliffs
CLF
$6.99B
– –
-1,252,359
Closed -$40.3M
CLPT icon
4257
ClearPoint Neuro
CLPT
$463M
– –
-155,000
Closed -$1.61M
CMCSA icon
4258
Comcast
CMCSA
$90.4B
– –
-4,754,976
Closed -$223M
CMI icon
4259
Cummins
CMI
$87.8B
– –
-15,000
Closed -$3.08M
CMMB
4260
Chemomab Therapeutics
CMMB
$14.1M
– –
-6,990
Closed -$134K
CNC icon
4261
Centene
CNC
$33.1B
– –
-110,512
Closed -$9.3M
PRHI
4262
Presurance Holdings
PRHI
$15.4M
– –
-3,857
Closed -$64K
CNSP icon
4263
CNS Pharmaceuticals
CNSP
$7.32M
– –
-1
Closed -$173K
CNTX icon
4264
Context Therapeutics
CNTX
$43.2M
– –
-20,309
Closed -$44K
CODI icon
4265
Compass Diversified
CODI
$908M
– –
-18,000
Closed -$428K
VISN
4266
Vistance Networks Inc
VISN
$2.67B
– –
-808,198
Closed -$6.37M
COPX icon
4267
Global X Copper Miners ETF NEW
COPX
$8.22B
– –
-49,400
Closed -$2.25M
CRI icon
4268
Carter's
CRI
$1.43B
– –
-133,100
Closed -$12.2M
CRMD icon
4269
CorMedix
CRMD
$557M
– –
-10,157
Closed -$56K
CRMT icon
4270
America's Car Mart
CRMT
$26.2M
– –
-4,772
Closed -$384K
CRS icon
4271
Carpenter Technology
CRS
$26.3B
– –
-14,100
Closed -$592K
CSL icon
4272
Carlisle Companies
CSL
$15.2B
– –
-3,600
Closed -$885K
CTRN icon
4273
Citi Trends
CTRN
$617M
– –
-101,057
Closed -$3.1M
CUBI icon
4274
Customers Bancorp
CUBI
$2.8B
– –
-92,120
Closed -$4.8M
CURV icon
4275
Torrid Holdings
CURV
$228M
– –
-45,962
Closed -$279K
169 170
171
172 173

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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.