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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
-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
BNKK
4426
Bonk Inc
BNKK
$8.64M
– –
-1,223
Closed -$38K
SHW icon
4427
Sherwin-Williams
SHW
$88.5B
– –
-17,500
Closed -$6.16M
SHY icon
4428
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-92,000
Closed -$7.87M
SILJ icon
4429
Amplify Junior Silver Miners ETF
SILJ
$3.97B
– –
-63,400
Closed -$791K
SIRI icon
4430
SiriusXM
SIRI
$9.61B
– –
-310,960
Closed -$19.7M
SKX
4431
DELISTED
Skechers
SKX
– –
-381,600
Closed -$16.6M
SLNG icon
4432
Stabilis Solutions
SLNG
$96M
– –
-14,700
Closed -$62K
SNEX icon
4433
StoneX
SNEX
$7.96B
– –
-42,834
Closed -$518K
TAOX
4434
Tao Synergies Inc
TAOX
$27M
– –
-508
Closed -$108K
SNX icon
4435
TD Synnex
SNX
$20.3B
– –
-19,528
Closed -$2.23M
SOS
4436
SOS Limited
SOS
$13.8M
– –
-4,117
Closed -$2.54M
SPCE icon
4437
Virgin Galactic
SPCE
$498M
– –
-27,705
Closed -$7.41M
SPEM icon
4438
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-45,700
Closed -$1.9M
SPGP icon
4439
Invesco S&P 500 GARP ETF
SPGP
$2.31B
– –
-17,000
Closed -$1.65M
SPIP icon
4440
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
– –
-175,100
Closed -$5.52M
SPTI icon
4441
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
– –
-177,800
Closed -$5.7M
SPTL icon
4442
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-80,000
Closed -$3.37M
SPWH icon
4443
Sportsman's Warehouse
SPWH
$46.8M
– –
-235,400
Closed -$2.78M
SPYG icon
4444
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-30,400
Closed -$2.2M
SPYV icon
4445
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-113,200
Closed -$4.75M
SRG
4446
Seritage Growth Properties
SRG
$135M
– –
-30,368
Closed -$403K
STKH
4447
Steakholder Foods
STKH
$2.36M
– –
-16
Closed -$100K
STRO icon
4448
Sutro Biopharma
STRO
$415M
– –
-4,870
Closed -$725K
STRS
4449
DELISTED
STRATUS PPTYS INC
STRS
– –
-18,600
Closed -$680K
STWD icon
4450
Starwood Property Trust
STWD
$6.17B
– –
-603,184
Closed -$14.7M
176 177
178
179 180

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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.