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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
IPAC icon
4401
iShares Core MSCI Pacific ETF
IPAC
$2.78B
– –
-9,900
Closed -$603K
ITUB icon
4402
Itaú Unibanco
ITUB
$82.1B
– –
-23,648,400
Closed -$119M
IUSV icon
4403
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-4,600
Closed -$349K
IVE icon
4404
iShares S&P 500 Value ETF
IVE
$49.9B
– –
-4,800
Closed -$747K
IYC icon
4405
iShares US Consumer Discretionary ETF
IYC
$1.21B
– –
-7,300
Closed -$548K
IYK icon
4406
iShares US Consumer Staples ETF
IYK
$1.42B
– –
-26,400
Closed -$1.76M
JAAA icon
4407
Janus Henderson AAA CLO ETF
JAAA
$29.8B
– –
-9,200
Closed -$462K
JFU
4408
9F Inc
JFU
$28M
– –
-685
Closed -$12K
JMIA
4409
Jumia Technologies
JMIA
$784M
– –
-1,331,395
Closed -$12.8M
JOBY icon
4410
Joby Aviation
JOBY
$7.98B
– –
-2,478,500
Closed -$16.4M
JRVR icon
4411
James River Group Holdings
JRVR
$199M
– –
-87,400
Closed -$2.16M
JSPR icon
4412
Jasper Therapeutics
JSPR
$27M
– –
-1,087
Closed -$39K
JWN
4413
DELISTED
Nordstrom
JWN
– –
-1,988,500
Closed -$53.9M
KBWY icon
4414
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$307M
– –
-9,500
Closed -$242K
KIE icon
4415
State Street SPDR S&P Insurance ETF
KIE
$678M
– –
-14,200
Closed -$597K
KMT icon
4416
Kennametal
KMT
$2.33B
– –
-33,100
Closed -$947K
KNX icon
4417
Knight Transportation
KNX
$11.6B
– –
-535,327
Closed -$27M
KSA icon
4418
iShares MSCI Saudi Arabia ETF
KSA
$623M
– –
-102,795
Closed -$4.88M
KTOS icon
4419
Kratos Defense & Security Solutions
KTOS
$11.7B
– –
-713,799
Closed -$14.6M
KYMR icon
4420
Kymera Therapeutics
KYMR
$9.31B
– –
-172,800
Closed -$7.31M
LABU icon
4421
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$658M
– –
-9,100
Closed -$2.85M
LAZ icon
4422
Lazard
LAZ
$4.23B
– –
-128,000
Closed -$4.42M
LEG icon
4423
Leggett & Platt
LEG
$1.28B
– –
-713,700
Closed -$24.8M
LEGN icon
4424
Legend Biotech
LEGN
$4B
– –
-181,100
Closed -$6.58M
LFT
4425
Lument Finance Trust
LFT
$37M
– –
-83,249
Closed -$228K
175 176
177
178 179

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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.