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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
FATE icon
4326
Fate Therapeutics
FATE
$321M
– –
-45,319
Closed -$1.76M
FCPT icon
4327
Four Corners Property Trust
FCPT
$2.72B
– –
-181,700
Closed -$4.91M
FDVV icon
4328
Fidelity High Dividend ETF
FDVV
$10.4B
– –
-14,600
Closed -$608K
FEX icon
4329
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.62B
– –
-2,800
Closed -$247K
FEZ icon
4330
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
– –
-172,700
Closed -$7.11M
FFTY icon
4331
CapForce IBD 50 ETF
FFTY
$79.8M
– –
-12,300
Closed -$481K
FINX icon
4332
Global X FinTech ETF
FINX
$164M
– –
-39,800
Closed -$1.27M
FIW icon
4333
First Trust Water ETF
FIW
$1.92B
– –
-9,200
Closed -$775K
FIX icon
4334
Comfort Systems
FIX
$61.4B
– –
-39,800
Closed -$3.54M
FLNG icon
4335
FLEX LNG
FLNG
$1.59B
– –
-43,614
Closed -$1.22M
FLUX icon
4336
Flux Power
FLUX
$12.7M
– –
-22,000
Closed -$59K
FMBH icon
4337
First Mid Bancshares
FMBH
$1.39B
– –
-6,800
Closed -$262K
FN icon
4338
Fabrinet
FN
$20.8B
– –
-16,400
Closed -$1.72M
FPE icon
4339
First Trust Preferred Securities and Income ETF
FPE
$6.33B
– –
-360,656
Closed -$6.86M
FRPT icon
4340
Freshpet
FRPT
$3.48B
– –
-23,296
Closed -$2.39M
FSLR icon
4341
First Solar
FSLR
$24.4B
– –
-931,000
Closed -$78M
FSTA icon
4342
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
– –
-7,600
Closed -$348K
FTA icon
4343
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
– –
-3,400
Closed -$240K
FTGC icon
4344
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.09B
– –
-287,500
Closed -$8.17M
FTK icon
4345
Flotek Industries
FTK
$1.35B
– –
-37,791
Closed -$286K
FTV icon
4346
Fortive
FTV
$18.5B
– –
-435,654
Closed -$20M
FULT icon
4347
Fulton Financial
FULT
$4.67B
– –
-282,054
Closed -$4.69M
FXC icon
4348
Invesco CurrencyShares Canadian Dollar Trust
FXC
$73.6M
– –
-7,900
Closed -$618K
FXO icon
4349
First Trust Financials AlphaDEX Fund
FXO
$1.13B
– –
-7,100
Closed -$326K
FXR icon
4350
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$767M
– –
-14,900
Closed -$842K
172 173
174
175 176

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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.