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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
EDC icon
4301
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
$166M
– –
-3,900
Closed -$214K
EDIT icon
4302
Editas Medicine
EDIT
$433M
– –
-903,400
Closed -$17.2M
EEIQ icon
4303
EpicQuest Education Group
EEIQ
$4.2M
– –
-1,019
Closed -$36K
EFC
4304
Ellington Financial
EFC
$1.76B
– –
-276,800
Closed -$4.91M
ELAN icon
4305
Elanco Animal Health
ELAN
$10.9B
– –
-296,000
Closed -$7.72M
EMB icon
4306
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-9,300
Closed -$909K
EMLP icon
4307
First Trust North American Energy Infrastructure Fund
EMLP
$4.15B
– –
-30,800
Closed -$853K
EMX
4308
DELISTED
EMX Royalty
EMX
– –
-101,200
Closed -$220K
ENS icon
4309
EnerSys
ENS
$6.88B
– –
-17,300
Closed -$1.29M
ENSG icon
4310
The Ensign Group
ENSG
$10.6B
– –
-18,800
Closed -$1.69M
ENVX icon
4311
Enovix
ENVX
$1.05B
– –
-213,683
Closed -$2.67M
EPI icon
4312
WisdomTree India Earnings Fund ETF
EPI
$2.04B
– –
-21,200
Closed -$763K
EPOL icon
4313
iShares MSCI Poland ETF
EPOL
$824M
– –
-35,700
Closed -$679K
ERO icon
4314
Ero Copper
ERO
$3.76B
– –
-175,500
Closed -$2.57M
ERY icon
4315
Direxion Daily Energy Bear 2X ETF
ERY
$36.4M
– –
-8,120
Closed -$432K
EVOK
4316
DELISTED
Evoke Pharma
EVOK
– –
-196
Closed -$14K
EWA icon
4317
iShares MSCI Australia ETF
EWA
$1.46B
– –
-59,700
Closed -$1.58M
EWC icon
4318
iShares MSCI Canada ETF
EWC
$6.5B
– –
-327,700
Closed -$13.2M
EWG icon
4319
iShares MSCI Germany ETF
EWG
$1.67B
– –
-71,200
Closed -$2.02M
EWJ icon
4320
iShares MSCI Japan ETF
EWJ
$23B
– –
-21,900
Closed -$1.35M
EZU icon
4321
iShare MSCI Eurozone ETF
EZU
$9.92B
– –
-112,600
Closed -$4.87M
F icon
4322
Ford
F
$55B
– –
-1,060,609
Closed -$17.9M
FALN icon
4323
iShares Fallen Angels USD Bond ETF
FALN
$1.6B
– –
-121,768
Closed -$3.38M
FANG icon
4324
Diamondback Energy
FANG
$56.4B
– –
-67,772
Closed -$9.29M
FARO
4325
DELISTED
Faro Technologies
FARO
– –
-22,232
Closed -$1.15M
171 172
173
174 175

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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.