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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
-3.48%
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
$85.2B
AUM Growth
+$4.83B
Cap. Flow
+$8.98B
Cap. Flow %
10.54%
Top 10 Hldgs %
12.02%
Holding
4,686
New
822
Increased
1,556
Reduced
1,625
Closed
650

Top Buys

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$848M
2
TSLA icon
Tesla
TSLA
+$759M
3
HD icon
Home Depot
HD
+$653M
4
META icon
Meta Platforms (Facebook)
META
+$567M
5
WFC icon
Wells Fargo
WFC
+$421M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$786M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$409M
3
MU icon
Micron Technology
MU
+$379M
4
T icon
AT&T
T
+$372M
5
MDT icon
Medtronic
MDT
+$370M

Sector Composition

Rank Sector Weight
1 Healthcare 18.69%
2 Technology 14.95%
3 Consumer Discretionary 11.34%
4 Consumer Staples 10.7%
5 Communication Services 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAD icon
4301
Lithia Motors
LAD
$8.32B
– –
-22,600
Closed -$6.71M
LCID icon
4302
Lucid Motors
LCID
$2.51B
– –
-184,450
Closed -$70.2M
LDOS icon
4303
Leidos
LDOS
$17.9B
– –
-209,350
Closed -$18.6M
TULP
4304
Bloomia Holdings
TULP
– –
-86,409
Closed -$1.99M
LEDS icon
4305
SemiLEDS
LEDS
$18.3M
– –
-34,800
Closed -$161K
LFMD icon
4306
LifeMD
LFMD
$164M
– –
-184,114
Closed -$713K
LFST icon
4307
Lifestance Health
LFST
$4.7B
– –
-124,100
Closed -$1.18M
LGO
4308
Largo
LGO
$77M
– –
-108,610
Closed -$1.01M
CYPH
4309
Cypherpunk Technologies Inc
CYPH
$69.5M
– –
-5,950
Closed -$193K
LQDA icon
4310
Liquidia Corp
LQDA
$6.55B
– –
-167,324
Closed -$815K
LRCX icon
4311
Lam Research
LRCX
$425B
– –
-766,560
Closed -$55.1M
LRGF icon
4312
iShares US Equity Factor ETF
LRGF
$3.74B
– –
-4,900
Closed -$228K
LTBR icon
4313
Lightbridge
LTBR
$327M
– –
-150,200
Closed -$995K
LTH icon
4314
Life Time Group Holdings
LTH
$9.9B
– –
-16,100
Closed -$277K
LUCD icon
4315
Lucid Diagnostics
LUCD
$186M
– –
-20,000
Closed -$107K
LULU icon
4316
lululemon athletica
LULU
$13.7B
– –
-225,093
Closed -$88.1M
LUMN icon
4317
Lumen
LUMN
$6.62B
– –
-1,925,203
Closed -$24.2M
MASI
4318
DELISTED
Masimo
MASI
– –
-6,200
Closed -$1.81M
MCB icon
4319
Metropolitan Bank Holding Corp
MCB
$1.17B
– –
-10,000
Closed -$1.06M
MCHI icon
4320
iShares MSCI China ETF
MCHI
$6.14B
– –
-72,300
Closed -$4.54M
MCHP icon
4321
Microchip Technology
MCHP
$43B
– –
-185,856
Closed -$16.2M
MCK icon
4322
McKesson
MCK
$100B
– –
-46,926
Closed -$11.7M
MCW
4323
DELISTED
Mister Car Wash
MCW
– –
-33,900
Closed -$617K
MDT icon
4324
Medtronic
MDT
$116B
– –
-3,574,541
Closed -$370M
MDYG icon
4325
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.98B
– –
-5,400
Closed -$440K
171 172
173
174 175

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Jim Simons's Q1 2022 Portfolio in Review

As of Q1 2022, Jim Simons held 4,686 positions worth $85.2B, up 6% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons deployed $8.98B of net new capital in Q1 2022, opening 822 new positions and adding to 1,556 existing holdings. Its largest new stake was Advanced Micro Devices: 7,107,290 shares worth $777M.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $409M trimmed.

  • Jim Simons's largest Q1 2022 buy was Advanced Micro Devices: 7,107,290 shares worth $777M.
  • Jim Simons added most to Tesla in Q1 2022, an estimated $759M increase.
  • Jim Simons's biggest Q1 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $409M.
  • Jim Simons fully exited Microsoft in Q1 2022, selling an estimated $786M.
  • Jim Simons's ten largest holdings make up 12% of its $85.2B portfolio in Q1 2022.
  • Jim Simons opened 822 new positions and closed 650 in Q1 2022.
  • Jim Simons's portfolio value rose 6% quarter-over-quarter to $85.2B.

Based on Renaissance Technologies's 13F filing for Q1 2022, filed 13 May 2022.