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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
MDYV icon
4326
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.87B
– –
-4,300
Closed -$306K
MGC icon
4327
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-6,200
Closed -$1.04M
MGK icon
4328
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
– –
-34,500
Closed -$1.8M
MINT icon
4329
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-112,800
Closed -$11.5M
MJ icon
4330
Amplify Alternative Harvest ETF
MJ
$111M
– –
-13,950
Closed -$1.85M
MOO icon
4331
VanEck Agribusiness ETF
MOO
$970M
– –
-4,900
Closed -$468K
MPAA icon
4332
Motorcar Parts of America
MPAA
$234M
– –
-16,256
Closed -$277K
MRUS
4333
DELISTED
Merus
MRUS
– –
-36,704
Closed -$1.17M
MSFT icon
4334
Microsoft
MSFT
$3.66T
– –
-2,336,398
Closed -$786M
MSOS icon
4335
AdvisorShares Pure US Cannabis ETF
MSOS
$914M
– –
-39,000
Closed -$998K
MTH icon
4336
Meritage Homes
MTH
$4.78B
– –
-135,200
Closed -$8.25M
MTRX icon
4337
Matrix Service
MTRX
$333M
– –
-258,159
Closed -$1.94M
MU icon
4338
Micron Technology
MU
$1.05T
– –
-4,066,036
Closed -$379M
MVBF icon
4339
MVB Financial
MVBF
$399M
– –
-13,839
Closed -$575K
MX icon
4340
Magnachip Semiconductor
MX
$141M
– –
-92,288
Closed -$1.94M
NAIL icon
4341
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$579M
– –
-5,800
Closed -$718K
NEE icon
4342
NextEra Energy
NEE
$179B
– –
-109,800
Closed -$10.3M
NEGG icon
4343
Newegg Commerce
NEGG
$394M
– –
-1,090
Closed -$226K
NFLX icon
4344
Netflix
NFLX
$307B
– –
-2,333,000
Closed -$141M
NKE icon
4345
Nike
NKE
$60.4B
– –
-906,584
Closed -$151M
NMIH icon
4346
NMI Holdings
NMIH
$3.39B
– –
-50,353
Closed -$1.1M
NOC icon
4347
Northrop Grumman
NOC
$81.6B
– –
-46,200
Closed -$17.9M
NOVA
4348
DELISTED
Sunnova Energy
NOVA
– –
-206,536
Closed -$5.77M
NTST
4349
NETSTREIT Corp
NTST
$2.08B
– –
-102,100
Closed -$2.34M
NUGT icon
4350
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.25B
– –
-40,500
Closed -$2.07M
172 173
174
175 176

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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.