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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
HOOD icon
4376
Robinhood
HOOD
$84.7B
– –
-3,922,000
Closed -$53M
HPE icon
4377
Hewlett Packard
HPE
$74.3B
– –
-1,229,100
Closed -$20.5M
HPQ icon
4378
HP
HPQ
$26.2B
– –
-141,000
Closed -$5.12M
HR icon
4379
Healthcare Realty
HR
$6.62B
– –
-104,572
Closed -$3.28M
HWC icon
4380
Hancock Whitney
HWC
$6.29B
– –
-68,173
Closed -$3.56M
HYEM icon
4381
VanEck Emerging Markets High Yield Bond ETF
HYEM
$526M
– –
-75,400
Closed -$1.52M
HYLB icon
4382
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
– –
-91,000
Closed -$3.43M
HYS icon
4383
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
– –
-29,300
Closed -$2.82M
IAT icon
4384
iShares US Regional Banks ETF
IAT
$685M
– –
-6,100
Closed -$359K
IDYA icon
4385
IDEAYA Biosciences
IDYA
$3.55B
– –
-196,537
Closed -$2.2M
IGF icon
4386
iShares Global Infrastructure ETF
IGF
$10.7B
– –
-30,300
Closed -$1.54M
IGLB icon
4387
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.79B
– –
-9,800
Closed -$602K
IIPR icon
4388
Innovative Industrial Properties
IIPR
$1.69B
– –
-1,000
Closed -$205K
IJJ icon
4389
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.02B
– –
-5,600
Closed -$614K
IJS icon
4390
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
– –
-24,500
Closed -$2.51M
NBP
4391
NovaBridge Biosciences American Depositary Shares
NBP
$215M
– –
-137,400
Closed -$2.23M
IMMX icon
4392
Immix Biopharma
IMMX
$814M
– –
-62,600
Closed -$151K
INBK icon
4393
First Internet Bancorp
INBK
$259M
– –
-33,300
Closed -$1.43M
INDO icon
4394
Indonesia Energy Corp
INDO
$44.9M
– –
-292,433
Closed -$6.62M
INFA
4395
DELISTED
Informatica
INFA
– –
-87,535
Closed -$1.73M
INFL icon
4396
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.55B
– –
-12,600
Closed -$420K
ING icon
4397
ING
ING
$102B
– –
-949,710
Closed -$9.9M
INKT icon
4398
MiNK Therapeutics
INKT
$55.1M
– –
-2,576
Closed -$58K
INSE icon
4399
Inspired Entertainment
INSE
$164M
– –
-18,042
Closed -$222K
INSP icon
4400
Inspire Medical Systems
INSP
$1.67B
– –
-37,700
Closed -$9.68M
174 175
176
177 178

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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.