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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
CVLG icon
4276
Covenant Logistics
CVLG
$867M
– –
-83,600
Closed -$900K
CVU icon
4277
CPI Aerostructures
CVU
$72.7M
– –
-87,400
Closed -$258K
CWT icon
4278
California Water Service
CWT
$3.08B
– –
-70,300
Closed -$4.17M
CXDO icon
4279
Crexendo
CXDO
$213M
– –
-37,886
Closed -$138K
CXSE icon
4280
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$500M
– –
-6,000
Closed -$240K
CYH icon
4281
Community Health Systems
CYH
$409M
– –
-54,638
Closed -$649K
CYRX icon
4282
CryoPort
CYRX
$748M
– –
-466,700
Closed -$16.3M
DAC icon
4283
Danaos Corp
DAC
$2.52B
– –
-71,400
Closed -$7.32M
DECK icon
4284
Deckers Outdoor
DECK
$12.5B
– –
-93,600
Closed -$4.27M
DERM icon
4285
Journey Medical
DERM
$177M
– –
-15,600
Closed -$75K
DES icon
4286
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
– –
-13,400
Closed -$427K
DGRW icon
4287
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
– –
-5,200
Closed -$331K
DH icon
4288
Definitive Healthcare
DH
$68.5M
– –
-103,000
Closed -$2.54M
DINO icon
4289
HF Sinclair
DINO
$15.6B
– –
-14,400
Closed -$574K
DIV icon
4290
Global X SuperDividend US ETF
DIV
$776M
– –
-24,400
Closed -$515K
DLN icon
4291
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
– –
-7,200
Closed -$473K
DLO icon
4292
dLocal
DLO
$4.16B
– –
-108,000
Closed -$3.38M
DNUT icon
4293
Krispy Kreme
DNUT
$574M
– –
-12,000
Closed -$178K
DON icon
4294
WisdomTree US MidCap Dividend Fund
DON
$4.09B
– –
-10,400
Closed -$462K
DSWL icon
4295
Deswell Industries
DSWL
$51.6M
– –
-14,600
Closed -$53K
DVA icon
4296
DaVita
DVA
$11.5B
– –
-64,400
Closed -$7.28M
DVY icon
4297
iShares Select Dividend ETF
DVY
$23.7B
– –
-45,700
Closed -$5.86M
DXPE icon
4298
DXP Enterprises
DXPE
$3.04B
– –
-8,900
Closed -$241K
E icon
4299
ENI
E
$80.1B
– –
-44,250
Closed -$1.29M
EAT icon
4300
Brinker International
EAT
$10.7B
– –
-229,000
Closed -$8.74M
170 171
172
173 174

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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.