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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
ATRS
4701
DELISTED
Antares Pharma, Inc.
ATRS
– –
-219,328
Closed -$899K
ZNGA
4702
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
– –
-1,001,800
Closed -$9.26M
AFI
4703
DELISTED
Armstrong Flooring, Inc.
AFI
– –
-834,812
Closed -$1.19M
CTK
4704
DELISTED
CooTek (Cayman) Inc. American Depositary Shares, each representing 650 Class A Ordinary Shares
CTK
– –
-146,925
Closed -$485K
ESBK
4705
DELISTED
Elmira Savings Bank Elmira NY
ESBK
– –
-9,085
Closed -$208K
EVFM
4706
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
– –
-1,226
Closed -$6K
GNOG
4707
DELISTED
Golden Nugget Online Gaming, Inc. Class A Common Stock
GNOG
– –
-620,400
Closed -$4.41M
HBP
4708
DELISTED
Huttig Building Products, Inc.
HBP
– –
-738,124
Closed -$7.87M
ECOL
4709
DELISTED
US Ecology, Inc.
ECOL
– –
-98,830
Closed -$4.73M
MGP
4710
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
– –
-191,600
Closed -$7.42M
VOLT
4711
DELISTED
Volt Information Sciences, Inc.
VOLT
– –
-843,872
Closed -$5.05M
KLDO
4712
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
– –
-86,887
Closed -$143K
ZSAN
4713
DELISTED
Zosano Pharma Corporation
ZSAN
– –
-7,115
Closed -$56K
STXB
4714
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
– –
-69,000
Closed -$1.81M
ISBC
4715
DELISTED
Investors Bancorp, Inc.
ISBC
– –
-205,238
Closed -$3.06M
FLOW
4716
DELISTED
SPX FLOW, Inc.
FLOW
– –
-2,900
Closed -$250K
PBCT
4717
DELISTED
People's United Financial Inc
PBCT
– –
-858,793
Closed -$17.2M
VNE
4718
DELISTED
Veoneer, Inc.
VNE
– –
-413,200
Closed -$15.3M
GFED
4719
DELISTED
Guaranty Federal Bancshares In
GFED
– –
-42,300
Closed -$1.33M
LAIX
4720
DELISTED
LAIX Inc. American Depositary Shares, each representing fourteen Class A Ordinary Shares
LAIX
– –
-24,168
Closed -$95K
NEW
4721
DELISTED
Puxin Limited American Depositary Shares, each representing twenty Ordinary Shares
NEW
– –
-37,140
Closed -$77K
HUSN
4722
DELISTED
Hudson Capital Inc. Ordinary Shares
HUSN
– –
-14,675
Closed -$28K
TRQ
4723
DELISTED
Turquoise Hill Resources Ltd
TRQ
– –
-403,278
Closed -$12.1M
SUMR
4724
DELISTED
Summer Infant, Inc.
SUMR
– –
-27,123
Closed -$316K
GNCA
4725
DELISTED
Genocea Biosciences, Inc.
GNCA
– –
-42,700
Closed -$53K
186 187 188
189
190

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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.