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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
VBNK
4601
VersaBank
VBNK
$620M
– –
-29,500
Closed -$343K
VCSH icon
4602
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-6,471
Closed -$505K
VERU icon
4603
Veru
VERU
$47.6M
– –
-18,070
Closed -$873K
VICR icon
4604
Vicor
VICR
$9.72B
– –
-76,300
Closed -$5.38M
VIS icon
4605
Vanguard Industrials ETF
VIS
$8.49B
– –
-3,400
Closed -$661K
VMI icon
4606
Valmont Industries
VMI
$9.52B
– –
-8,600
Closed -$2.05M
VNET
4607
VNET Group
VNET
$2.14B
– –
-759,967
Closed -$4.43M
VNLA icon
4608
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
– –
-17,316
Closed -$850K
VRP icon
4609
Invesco Variable Rate Preferred ETF
VRP
$3.01B
– –
-46,500
Closed -$1.14M
VST icon
4610
Vistra
VST
$48.6B
– –
-1,781,440
Closed -$41.4M
VTVT icon
4611
vTv Therapeutics
VTVT
$130M
– –
-286
Closed -$8K
VV icon
4612
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-1,900
Closed -$396K
VWOB icon
4613
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.22B
– –
-37,800
Closed -$2.64M
VXX icon
4614
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$145M
– –
-569
Closed -$234K
WBD icon
4615
Warner Bros
WBD
$67.9B
– –
-26,200
Closed -$653K
WDC icon
4616
Western Digital
WDC
$151B
– –
-1,919,717
Closed -$72M
WEAV icon
4617
Weave Communications
WEAV
$402M
– –
-48,900
Closed -$291K
WERN icon
4618
Werner Enterprises
WERN
$2.18B
– –
-400,163
Closed -$16.4M
WEX icon
4619
WEX
WEX
$6.44B
– –
-8,000
Closed -$1.43M
WRBY icon
4620
Warby Parker
WRBY
$3.1B
– –
-26,700
Closed -$903K
WTFC icon
4621
Wintrust Financial
WTFC
$10.9B
– –
-61,200
Closed -$5.69M
WWW icon
4622
Wolverine World Wide
WWW
$1.49B
– –
-25,891
Closed -$584K
XAIR icon
4623
Beyond Air
XAIR
$5.18M
– –
-381
Closed -$1.02M
XENE icon
4624
Xenon Pharmaceuticals
XENE
$6.11B
– –
-150,777
Closed -$4.61M
XSOE icon
4625
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
– –
-37,200
Closed -$1.22M
183 184
185
186 187

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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.