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
TNA icon
4576
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.47B
– –
-10,300
Closed -$649K
TOL icon
4577
Toll Brothers
TOL
$14.3B
– –
-362,000
Closed -$17M
TPH
4578
DELISTED
Tri Pointe Homes
TPH
– –
-883,736
Closed -$17.7M
TRDA icon
4579
Entrada Therapeutics
TRDA
$274M
– –
-11,800
Closed -$111K
TROX icon
4580
Tronox
TROX
$1.02B
– –
-485,400
Closed -$9.61M
TRP icon
4581
TC Energy
TRP
$66.3B
– –
-505,710
Closed -$28.5M
TXG icon
4582
10x Genomics
TXG
$7.62B
– –
-57,800
Closed -$4.4M
TXMD icon
4583
TherapeuticsMD
TXMD
$24M
– –
-62,952
Closed -$1.2M
TXN icon
4584
Texas Instruments
TXN
$257B
– –
-4,500
Closed -$826K
TYRA icon
4585
Tyra Biosciences
TYRA
$1.5B
– –
-29,300
Closed -$314K
UAVS icon
4586
AgEagle Aerial Systems
UAVS
$58.3M
– –
-664
Closed -$791K
UEC icon
4587
Uranium Energy
UEC
$5.67B
– –
-599,241
Closed -$2.75M
UIS icon
4588
Unisys
UIS
$205M
– –
-42,100
Closed -$910K
UK icon
4589
Ucommune International Ltd Class A Ordinary Shares
UK
$1.52M
– –
-9
Closed -$7K
UNM icon
4590
Unum
UNM
$14.2B
– –
-793,400
Closed -$25M
URBN icon
4591
Urban Outfitters
URBN
$6.8B
– –
-59,200
Closed -$1.49M
URTY icon
4592
ProShares UltraPro Russell2000
URTY
$354M
– –
-5,700
Closed -$429K
USAS
4593
Americas Gold and Silver
USAS
$1.73B
– –
-44,840
Closed -$121K
USAU icon
4594
US Gold Corp
USAU
$251M
– –
-30,900
Closed -$216K
USIG icon
4595
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-19,700
Closed -$1.08M
UVE icon
4596
Universal Insurance Holdings
UVE
$1.19B
– –
-138,900
Closed -$1.87M
UWM icon
4597
ProShares Ultra Russell2000
UWM
$244M
– –
-18,200
Closed -$845K
VALE icon
4598
Vale
VALE
$60.9B
– –
-1,209,759
Closed -$24.2M
VANI icon
4599
Vivani Medical
VANI
$120M
– –
-58,075
Closed -$249K
VB icon
4600
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-4,500
Closed -$956K
182 183
184
185 186

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.