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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
NEXI
4651
DELISTED
NexImmune, Inc. Common Stock
NEXI
– –
-2,946
Closed -$310K
WRK
4652
DELISTED
WestRock Company
WRK
– –
-137,462
Closed -$6.46M
ISUN
4653
DELISTED
iSun, Inc. Common Stock
ISUN
– –
-25,259
Closed -$104K
STAF
4654
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
– –
-2,696
Closed -$216K
FUV
4655
DELISTED
Arcimoto, Inc. Common Stock
FUV
– –
-1,073
Closed -$142K
AAU
4656
DELISTED
Almaden Minerals Ltd
AAU
– –
-203,700
Closed -$73K
CPE
4657
DELISTED
Callon Petroleum Company
CPE
– –
-149,786
Closed -$8.85M
FSR
4658
DELISTED
Fisker Inc.
FSR
– –
-457,600
Closed -$5.9M
MARK
4659
DELISTED
Remark Holdings, Inc.
MARK
– –
-11,960
Closed -$98K
FRTX
4660
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
– –
-31,546
Closed -$380K
GHL
4661
DELISTED
Greenhill & Co., Inc.
GHL
– –
-10,500
Closed -$162K
SCU
4662
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-171,895
Closed -$2.39M
TRHC
4663
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
– –
-82,435
Closed -$475K
KLR
4664
DELISTED
Kaleyra, Inc.
KLR
– –
-27,086
Closed -$567K
EBET
4665
DELISTED
EBET, INC. Common Stock
EBET
– –
-1,227
Closed -$248K
TRTN
4666
DELISTED
Triton International Limited
TRTN
– –
-51,606
Closed -$3.62M
QUOT
4667
DELISTED
Quotient Technology Inc
QUOT
– –
-71,800
Closed -$458K
FXLV
4668
DELISTED
F45 Training Holdings Inc.
FXLV
– –
-19,946
Closed -$213K
FORG
4669
DELISTED
ForgeRock, Inc.
FORG
– –
-9,300
Closed -$204K
LMST
4670
DELISTED
Limestone Bancorp, Inc. Common Stock
LMST
– –
-12,412
Closed -$259K
NVCN
4671
DELISTED
Neovasc Inc.
NVCN
– –
-1,416
Closed -$15K
VLTA
4672
DELISTED
Volta Inc.
VLTA
– –
-605,700
Closed -$1.85M
ISO
4673
DELISTED
IsoPlexis Corporation Common Stock
ISO
– –
-10,444
Closed -$36K
KRBP
4674
DELISTED
Kiromic BioPharma, Inc. Common Stock
KRBP
– –
-1,870
Closed -$48K
GET
4675
DELISTED
Getnet Adquirencia e Servicos para Meios de Pagamento S.A. American Depositary Shares
GET
– –
-16,700
Closed -$26K
185 186
187
188 189

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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.