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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
XSVM icon
4626
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$667M
– –
-17,600
Closed -$948K
XXII
4627
22nd Century Group
XXII
$1.52M
– –
0
– -$40K
XYLD icon
4628
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
– –
-18,400
Closed -$911K
YINN icon
4629
Direxion Daily FTSE China Bull 3X ETF
YINN
$697M
– –
-515
Closed -$48K
YMM icon
4630
Full Truck Alliance
YMM
$9.7B
– –
-237,700
Closed -$1.58M
ZNTL icon
4631
Zentalis Pharmaceuticals
ZNTL
$295M
– –
-109,337
Closed -$5.04M
ZYME icon
4632
Zymeworks
ZYME
$1.73B
– –
-547,900
Closed -$3.59M
XYLO
4633
DELISTED
Xylo Technologies
XYLO
– –
-1,165
Closed -$51K
CSCI
4634
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
– –
-1,676
Closed -$62K
BGM
4635
BGM Group Ltd
BGM
$117M
– –
-2,610
Closed -$22K
CIRC
4636
Circle8 Group
CIRC
$66.6M
– –
-1,043
Closed -$57K
PRSU
4637
Pursuit Attractions and Hospitality Inc
PRSU
$1.26B
– –
-6,000
Closed -$214K
TVRD
4638
Tvardi Therapeutics
TVRD
$22.1M
– –
-4,421
Closed -$1.93M
EVBN
4639
DELISTED
Evans Bancorp Inc
EVBN
– –
-10,283
Closed -$391K
FNA
4640
DELISTED
Paragon 28, Inc.
FNA
– –
-14,800
Closed -$248K
DM
4641
DELISTED
Desktop Metal, Inc.
DM
– –
-147,282
Closed -$6.98M
MTTR
4642
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
– –
-96,900
Closed -$787K
GATO
4643
DELISTED
Gatos Silver, Inc.
GATO
– –
-377,200
Closed -$1.63M
RGF
4644
DELISTED
The Real Good Food Company, Inc. Class A Common Stock
RGF
– –
-868
Closed -$82K
AKTS
4645
DELISTED
Akoustis Technologies Inc
AKTS
– –
-12,969
Closed -$84K
EVA
4646
DELISTED
Enviva Inc.
EVA
– –
-52,800
Closed -$4.18M
SPWR
4647
DELISTED
SunPower Corporation Common Stock
SPWR
– –
-713,133
Closed -$15.3M
CNTG
4648
DELISTED
Centogene N.V. Common Shares
CNTG
– –
-15,900
Closed -$67K
CERE
4649
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
– –
-9,900
Closed -$347K
SHPW
4650
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
– –
-2,650
Closed -$61K
184 185
186
187 188

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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.