Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.04B |
| 2 |
Chevron
CVX
|
+$820M |
| 3 |
Shopify
SHOP
|
+$599M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$539M |
| 5 |
Meta Platforms (Facebook)
META
|
+$479M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$675M |
| 2 |
Tesla
TSLA
|
+$661M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$633M |
| 4 |
Verizon
VZ
|
+$533M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
501
Carriage Services
CSV
$546M
| $32.8M | 0.04% |
826,900
-3,600
| -0.4% | -$155K |
|
502
Cenovus Energy
CVE
$55.8B
| $32.7M | 0.04% |
1,720,300
-311,194
| -15% | -$6.19M |
|
503
AT&T
T
$166B
| $32.7M | 0.04% |
1,558,900
-3,130,557
| -67% | -$62.4M |
|
504
Henry Schein
HSIC
$10.1B
| $32.7M | 0.04% |
425,512
+198,600
| +88% | +$16.6M |
|
505
PTC
PTC
$16.1B
| $32.6M | 0.04% |
306,500
+268,700
| +711% | +$29M |
|
506
Reliance Steel & Aluminium
RS
$21.7B
| $32.5M | 0.04% |
191,512
+69,400
| +57% | +$13M |
|
|
CAJ
507
DELISTED
Canon, Inc.
CAJ
| $32.4M | 0.04% |
1,428,007
+94,800
| +7% | +$2.29M |
|
|
ABB
508
DELISTED
ABB Ltd
ABB
| $32.4M | 0.04% |
1,213,000
+1,093,300
| +913% | +$32.5M |
|
509
Federal Realty Investment Trust
FRT
$10.2B
| $32.1M | 0.04% |
335,600
+14,600
| +5% | +$1.64M |
|
510
CNX Resources
CNX
$5.29B
| $32M | 0.04% |
1,945,616
+432,000
| +29% | +$8.85M |
|
511
Genmab
GMAB
$19.6B
| $31.8M | 0.04% |
980,200
-108,300
| -10% | -$3.51M |
|
512
Brown-Forman Class B
BF.B
$12.8B
| $31.8M | 0.04% |
452,838
-58,000
| -11% | -$3.89M |
|
513
Fox Class A
FOXA
$26.2B
| $31.7M | 0.04% |
986,692
+360,500
| +58% | +$12.7M |
|
514
Welltower
WELL
$165B
| $31.7M | 0.04% |
+385,263
| New | +$34.3M |
|
515
SiteOne Landscape Supply
SITE
$4.23B
| $31.6M | 0.04% |
265,900
+45,200
| +20% | +$6.06M |
|
516
Ambarella
AMBA
$3.66B
| $31.4M | 0.04% |
480,100
-91,000
| -16% | -$7.33M |
|
517
News Corp Class A
NWSA
$15.4B
| $31.4M | 0.04% |
2,013,900
+680,400
| +51% | +$12.5M |
|
518
Viatris
VTRS
$18.6B
| $31.4M | 0.04% |
2,996,250
+1,438,584
| +92% | +$15.8M |
|
519
Weis Markets
WMK
$1.77B
| $31.3M | 0.04% |
419,636
+18,900
| +5% | +$1.46M |
|
520
W.P. Carey
WPC
$16.1B
| $31.3M | 0.04% |
385,121
+136,201
| +55% | +$11M |
|
521
Oneok
OKE
$58.1B
| $31.2M | 0.04% |
562,500
+405,900
| +259% | +$26.3M |
|
522
Teva Pharmaceuticals
TEVA
$42.6B
| $31.2M | 0.04% |
4,144,963
+1,555,800
| +60% | +$13.6M |
|
523
Constellation Energy
CEG
$99.1B
| $31.1M | 0.04% |
543,600
+460,600
| +555% | +$27.7M |
|
524
Quanex
NX
$994M
| $31.1M | 0.04% |
1,365,007
+54,600
| +4% | +$1.14M |
|
525
Organon & Co
OGN
$3.59B
| $30.9M | 0.04% |
916,845
+167,660
| +22% | +$5.87M |
|
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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.