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
-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
LIVN icon
4426
LivaNova
LIVN
$4.33B
– –
-88,994
Closed -$7.28M
LMBS icon
4427
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
– –
-4,103
Closed -$201K
LMND icon
4428
Lemonade
LMND
$4.09B
– –
-452,200
Closed -$11.9M
LNW
4429
DELISTED
Light & Wonder
LNW
– –
-83,200
Closed -$4.89M
LOMA
4430
Loma Negra
LOMA
$1.16B
– –
-175,800
Closed -$1.01M
LOVE
4431
LoveSac
LOVE
$258M
– –
-7,800
Closed -$422K
LPL icon
4432
LG Display
LPL
$3.43B
– –
-23,755
Closed -$196K
LPSN icon
4433
LivePerson
LPSN
$33.6M
– –
-1,787
Closed -$654K
LTPZ icon
4434
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$740M
– –
-2,700
Closed -$223K
LUNG icon
4435
Pulmonx
LUNG
$97.1M
– –
-81,600
Closed -$2.02M
LXRX icon
4436
Lexicon Pharmaceuticals
LXRX
$1.08B
– –
-88,776
Closed -$186K
LZ icon
4437
LegalZoom.com
LZ
$932M
– –
-166,200
Closed -$2.35M
MATV icon
4438
Mativ Holdings
MATV
$706M
– –
-11,464
Closed -$315K
MDGL icon
4439
Madrigal Pharmaceuticals
MDGL
$12.4B
– –
-4,800
Closed -$471K
METC icon
4440
Ramaco Resources Class A
METC
$647M
– –
-38,863
Closed -$594K
MGV icon
4441
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
– –
-5,600
Closed -$601K
MHK icon
4442
Mohawk Industries
MHK
$9.26B
– –
-169,800
Closed -$21.1M
MLSS icon
4443
Milestone Scientific
MLSS
$43M
– –
-23,078
Closed -$35K
MNA icon
4444
IQ ARB Merger Arbitrage ETF
MNA
$253M
– –
-33,905
Closed -$1.08M
MNTS icon
4445
Momentus
MNTS
$90.6M
– –
-27
Closed -$1.08M
MOFG
4446
DELISTED
MidWestOne Financial Group
MOFG
– –
-12,200
Closed -$404K
MPB icon
4447
Mid Penn Bancorp
MPB
$958M
– –
-13,769
Closed -$369K
MT icon
4448
ArcelorMittal
MT
$55.6B
– –
-1,702,671
Closed -$54.5M
MVIS icon
4449
Microvision
MVIS
$86.6M
– –
-101,057
Closed -$7.08M
LUXE
4450
LuxExperience B.V.
LUXE
$1.06B
– –
-19,400
Closed -$237K
176 177
178
179 180

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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.