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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
GDOT icon
4351
Green Dot
GDOT
$768M
– –
-18,200
Closed -$500K
GEM icon
4352
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
– –
-14,600
Closed -$495K
GGAL icon
4353
Galicia Financial Group
GGAL
$7.03B
– –
-68,800
Closed -$743K
GHLD
4354
DELISTED
Guild Holdings
GHLD
– –
-20,000
Closed -$205K
GLD icon
4355
SPDR Gold Trust
GLD
$144B
– –
-98,100
Closed -$17.7M
GLRE icon
4356
Greenlight Captial
GLRE
$505M
– –
-85,000
Closed -$601K
GME icon
4357
GameStop
GME
$8.35B
– –
-1,227,648
Closed -$51.1M
GOOG icon
4358
Alphabet (Google) Class C
GOOG
$4.18T
– –
-2,699,700
Closed -$377M
GOOGL icon
4359
Alphabet (Google) Class A
GOOGL
$4.19T
– –
-4,552,960
Closed -$633M
GPRE icon
4360
Green Plains
GPRE
$1.06B
– –
-267,743
Closed -$8.3M
GRBK icon
4361
Green Brick Partners
GRBK
$3.04B
– –
-167,409
Closed -$3.31M
GSAT icon
4362
Globalstar
GSAT
$10.8B
– –
-61,195
Closed -$1.35M
GSLC icon
4363
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
– –
-7,400
Closed -$659K
GTLB icon
4364
GitLab
GTLB
$6.92B
– –
-13,500
Closed -$735K
GTN icon
4365
Gray Television
GTN
$491M
– –
-63,850
Closed -$1.41M
GUSH icon
4366
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$245M
– –
-78,800
Closed -$3.29M
GWH icon
4367
ESS Tech
GWH
$17.5M
– –
-5,573
Closed -$466K
H icon
4368
Hyatt Hotels
H
$16.6B
– –
-27,000
Closed -$2.58M
HAL icon
4369
Halliburton
HAL
$27.9B
– –
-1,818,661
Closed -$68.9M
HASI icon
4370
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.36B
– –
-119,100
Closed -$5.65M
HBI
4371
DELISTED
Hanesbrands
HBI
– –
-2,708,900
Closed -$40.3M
HES
4372
DELISTED
Hess
HES
– –
-258,263
Closed -$27.6M
HHH icon
4373
Howard Hughes
HHH
$3.96B
– –
-12,588
Closed -$1.24M
HII icon
4374
Huntington Ingalls Industries
HII
$12.8B
– –
-117,800
Closed -$23.5M
HOG icon
4375
Harley-Davidson
HOG
$2.71B
– –
-9,500
Closed -$374K
173 174
175
176 177

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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.