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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
SBSW icon
4526
Sibanye-Stillwater
SBSW
$7.51B
– –
-333,704
Closed -$5.42M
SBUX icon
4527
Starbucks
SBUX
$122B
– –
-2,091,567
Closed -$190M
SDY icon
4528
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-18,500
Closed -$2.37M
SGOL icon
4529
abrdn Physical Gold Shares ETF
SGOL
$7.46B
– –
-177,800
Closed -$3.3M
SHLS icon
4530
Shoals Technologies Group
SHLS
$1.47B
– –
-17,800
Closed -$303K
SHO icon
4531
Sunstone Hotel Investors
SHO
$1.98B
– –
-105,400
Closed -$1.24M
SHYF
4532
DELISTED
The Shyft Group
SHYF
– –
-10,948
Closed -$395K
SIEB icon
4533
Siebert Financial
SIEB
$68.8M
– –
-16,800
Closed -$36K
SIG icon
4534
Signet Jewelers
SIG
$3.68B
– –
-240,500
Closed -$17.5M
SIL icon
4535
Global X Silver Miners ETF NEW
SIL
$4.86B
– –
-8,100
Closed -$295K
SIVR icon
4536
abrdn Physical Silver Shares ETF
SIVR
$4.5B
– –
-83,800
Closed -$2M
SJNK icon
4537
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
– –
-226,300
Closed -$5.94M
SKIN icon
4538
SkinHealth Systems
SKIN
$91.1M
– –
-561,200
Closed -$9.47M
SKYT
4539
DELISTED
SkyWater Technology
SKYT
– –
-46,100
Closed -$499K
SLAB icon
4540
Silicon Laboratories
SLAB
$7.22B
– –
-232,998
Closed -$35M
SLV icon
4541
iShares Silver Trust
SLV
$31.5B
– –
-18,200
Closed -$416K
SLVO icon
4542
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$12.4M
– –
-7,527
Closed -$784K
SLYG icon
4543
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
– –
-4,600
Closed -$386K
SLYV icon
4544
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-19,100
Closed -$1.59M
SMRT icon
4545
SmartRent
SMRT
$270M
– –
-100,900
Closed -$511K
SNBR
4546
DELISTED
Sleep Number
SNBR
– –
-115,800
Closed -$5.87M
SNDR icon
4547
Schneider National
SNDR
$6.12B
– –
-24,600
Closed -$627K
SNDX icon
4548
Syndax Pharmaceuticals
SNDX
$1.81B
– –
-182,100
Closed -$3.17M
SONM icon
4549
DNA X Inc
SONM
$5.36M
– –
-134
Closed -$21K
SOXX icon
4550
iShares Semiconductor ETF
SOXX
$45.2B
– –
-10,800
Closed -$1.7M
180 181
182
183 184

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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.