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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
SPB icon
4551
Spectrum Brands
SPB
$2.02B
– –
-30,163
Closed -$2.68M
SPCB icon
4552
SuperCom
SPCB
$67.8M
– –
-133
Closed -$15K
SPGI icon
4553
S&P Global
SPGI
$120B
– –
-167,022
Closed -$68.5M
SPHB icon
4554
Invesco S&P 500 High Beta ETF
SPHB
$931M
– –
-4,200
Closed -$319K
SPYM
4555
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
– –
-7,500
Closed -$398K
SPLV icon
4556
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
– –
-26,900
Closed -$1.8M
SPTM icon
4557
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
– –
-11,700
Closed -$650K
SPXC icon
4558
SPX Corp
SPXC
$10.9B
– –
-109,200
Closed -$5.4M
SPYD icon
4559
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
– –
-130,100
Closed -$5.72M
SRET icon
4560
Global X SuperDividend REIT ETF
SRET
$228M
– –
-7,200
Closed -$199K
SRLN icon
4561
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
– –
-181,900
Closed -$8.18M
SSO icon
4562
ProShares Ultra S&P500
SSO
$8.35B
– –
-18,000
Closed -$590K
STNE icon
4563
StoneCo
STNE
$2.42B
– –
-3,034,500
Closed -$35.5M
SUI icon
4564
Sun Communities
SUI
$14.5B
– –
-99,200
Closed -$17.4M
TAN icon
4565
Invesco Solar ETF
TAN
$1.38B
– –
-12,700
Closed -$958K
TCRT icon
4566
Alaunos Therapeutics
TCRT
$4.81M
– –
-6,400
Closed -$626K
TCRX icon
4567
TScan Therapeutics
TCRX
$50.8M
– –
-13,300
Closed -$37K
TENB icon
4568
Tenable Holdings
TENB
$4.17B
– –
-473,200
Closed -$27.3M
TFII icon
4569
TFI International
TFII
$11.7B
– –
-59,763
Closed -$6.38M
TGNA
4570
DELISTED
TEGNA Inc
TGNA
– –
-1,075,800
Closed -$24.1M
THD icon
4571
iShares MSCI Thailand ETF
THD
$354M
– –
-7,700
Closed -$601K
THG icon
4572
Hanover Insurance
THG
$7.73B
– –
-30,100
Closed -$4.5M
TIGR
4573
UP Fintech Holding
TIGR
$849M
– –
-784,373
Closed -$3.84M
TMHC
4574
DELISTED
Taylor Morrison
TMHC
– –
-77,853
Closed -$2.12M
TMO icon
4575
Thermo Fisher Scientific
TMO
$224B
– –
-31,900
Closed -$18.8M
181 182
183
184 185

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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.