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 | |
|---|---|---|---|---|---|---|
51
National Grid
NGG
$80.7B
| $302M | 0.36% |
5,039,760
-378,548
| -7% | -$25M |
|
52
Intuit
INTU
$92B
| $294M | 0.35% |
+762,548
| New | +$316M |
|
53
McDonald's
MCD
$194B
| $282M | 0.33% |
1,140,300
-1,391,100
| -55% | -$343M |
|
54
Snowflake
SNOW
$116B
| $281M | 0.33% |
2,023,999
+1,253,699
| +163% | +$199M |
|
55
GE Aerospace
GE
$382B
| $275M | 0.33% |
6,941,958
+5,048,017
| +267% | +$245M |
|
56
Fortinet
FTNT
$119B
| $272M | 0.32% |
4,813,745
+124,800
| +3% | +$7.41M |
|
57
Ulta Beauty
ULTA
$23.3B
| $270M | 0.32% |
701,400
+692,100
| +7,442% | +$275M |
|
58
Cboe Global Markets
CBOE
$29.5B
| $266M | 0.31% |
2,347,024
+72,300
| +3% | +$8.12M |
|
59
Palantir
PLTR
$420B
| $256M | 0.3% |
28,204,147
+15,689,300
| +125% | +$155M |
|
60
Icon
ICLR
$12.8B
| $249M | 0.3% |
1,149,958
-127,000
| -10% | -$28.5M |
|
61
Keurig Dr Pepper
KDP
$39.7B
| $243M | 0.29% |
6,875,461
+2,444,700
| +55% | +$88.7M |
|
62
Carrier Global
CARR
$52.4B
| $238M | 0.28% |
6,674,731
+1,367,800
| +26% | +$53.7M |
|
63
Lowe's Companies
LOW
$124B
| $237M | 0.28% |
1,354,700
-231,700
| -15% | -$44.7M |
|
64
Procter & Gamble
PG
$338B
| $233M | 0.28% |
1,623,418
+118,100
| +8% | +$17.8M |
|
65
Lockheed Martin
LMT
$138B
| $233M | 0.28% |
541,600
+172,100
| +47% | +$75.6M |
|
66
Marathon Petroleum
MPC
$94.5B
| $232M | 0.27% |
2,824,999
+2,819,399
| +50,346% | +$264M |
|
67
Li Auto
LI
$12.4B
| $231M | 0.27% |
6,028,900
+1,555,200
| +35% | +$41.5M |
|
68
Cisco
CSCO
$475B
| $229M | 0.27% |
5,359,105
+5,231,205
| +4,090% | +$250M |
|
69
Macy's
M
$6.45B
| $226M | 0.27% |
12,320,464
+8,523,700
| +224% | +$193M |
|
70
Linde
LIN
$226B
| $223M | 0.26% |
775,236
+216,736
| +39% | +$67.7M |
|
71
Jazz Pharmaceuticals
JAZZ
$16.1B
| $222M | 0.26% |
1,426,109
-91,200
| -6% | -$14M |
|
72
Danaher
DHR
$146B
| $222M | 0.26% |
986,251
+63,055
| +7% | +$14.5M |
|
73
General Motors
GM
$78.4B
| $219M | 0.26% |
6,897,000
+4,528,500
| +191% | +$170M |
|
74
Marriott International
MAR
$91.1B
| $217M | 0.26% |
1,594,216
+1,063,800
| +201% | +$176M |
|
75
Medtronic
MDT
$116B
| $213M | 0.25% |
+2,372,341
| New | +$240M |
|
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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.