We are live on ! Find out more
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
RSPT icon
4401
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.93B
– –
-37,000
Closed -$1.2M
RTX icon
4402
RTX Corp
RTX
$296B
– –
-284,646
Closed -$24.5M
RVMD icon
4403
Revolution Medicines
RVMD
$44.4B
– –
-55,100
Closed -$1.39M
SBCF icon
4404
Seacoast Banking Corp of Florida
SBCF
$3.44B
– –
-10,500
Closed -$372K
SCCO icon
4405
Southern Copper
SCCO
$165B
– –
-759,418
Closed -$42.9M
SCHB icon
4406
Schwab US Broad Market ETF
SCHB
$44.8B
– –
-66,000
Closed -$1.24M
SCHC icon
4407
Schwab International Small-Cap Equity ETF
SCHC
$5.69B
– –
-18,837
Closed -$771K
SCHD icon
4408
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-18,900
Closed -$509K
SCHE icon
4409
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-89,000
Closed -$2.64M
SCHG icon
4410
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-92,000
Closed -$1.88M
SCHH icon
4411
Schwab US REIT ETF
SCHH
$11.2B
– –
-25,800
Closed -$680K
SCHJ icon
4412
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$848M
– –
-26,000
Closed -$657K
SCHM icon
4413
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-9,600
Closed -$257K
SCHO icon
4414
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-141,200
Closed -$3.59M
SCHR
4415
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-144,400
Closed -$4.05M
SCHV
4416
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-66,900
Closed -$1.63M
SCHX icon
4417
Schwab US Large- Cap ETF
SCHX
$74.5B
– –
-103,200
Closed -$1.96M
SCSC icon
4418
Scansource
SCSC
$1.03B
– –
-57,710
Closed -$2.02M
SCZ icon
4419
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
– –
-44,900
Closed -$3.28M
SE icon
4420
Sea Limited
SE
$77.9B
– –
-324,950
Closed -$72.7M
SEM
4421
DELISTED
Select Medical
SEM
– –
-237,917
Closed -$3.77M
SFNC icon
4422
Simmons First National
SFNC
$3.43B
– –
-78,288
Closed -$2.32M
OLOX
4423
Olenox Industries
OLOX
$4.35M
– –
-8
Closed -$94K
SGLY icon
4424
Singularity Future Technology
SGLY
$5.42M
– –
-1,343
Closed -$897K
SHM icon
4425
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
– –
-15,100
Closed -$743K
175 176
177
178 179

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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.