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 |
Amazon
AMZN
|
+$814M |
| 2 |
NVIDIA
NVDA
|
+$448M |
| 3 |
Microsoft
MSFT
|
+$394M |
| 4 |
Apple
AAPL
|
+$368M |
| 5 |
Johnson & Johnson
JNJ
|
+$288M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Baidu
BIDU
|
+$616M |
| 2 |
Tesla
TSLA
|
+$406M |
| 3 |
Palo Alto Networks
PANW
|
+$400M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$394M |
| 5 |
AT&T
T
|
+$389M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 19.96% |
| 2 | Technology | 19.63% |
| 3 | Consumer Staples | 10.59% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Communication Services | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Genuine Parts
GPC
$18.7B
| $19.4M | 0.02% |
153,500
+65,900
| +75% | +$8.29M |
|
|
JMIA
777
Jumia Technologies
JMIA
$768M
| $19.4M | 0.02% |
638,200
-418,900
| -40% | -$12.7M |
|
778
WEC Energy
WEC
$35.9B
| $19.3M | 0.02% |
+217,177
| New | +$20.5M |
|
779
Spectrum Brands
SPB
$2.09B
| $19.3M | 0.02% |
227,084
-22,500
| -9% | -$1.98M |
|
|
SWAV
780
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $19.3M | 0.02% |
+101,700
| New | +$16.6M |
|
|
SPTN
781
DELISTED
SpartanNash
SPTN
| $19.2M | 0.02% |
996,115
-103,063
| -9% | -$2.06M |
|
782
Reinsurance Group of America
RGA
$16.4B
| $19.2M | 0.02% |
168,700
-27,100
| -14% | -$3.41M |
|
783
Verisk Analytics
VRSK
$24.2B
| $19.2M | 0.02% |
+110,000
| New | +$19.5M |
|
784
Phibro Animal Health
PAHC
$1.38B
| $19.2M | 0.02% |
665,200
-41,600
| -6% | -$1.13M |
|
785
KRONOS Worldwide
KRO
$996M
| $19.2M | 0.02% |
1,337,900
-76,200
| -5% | -$1.24M |
|
786
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $19.2M | 0.02% |
415,900
+94,700
| +29% | +$4.34M |
|
787
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $19.1M | 0.02% |
377,448
+138,348
| +58% | +$6.99M |
|
|
UHT
788
Universal Health Realty Income Trust
UHT
$573M
| $19M | 0.02% |
308,010
-36,800
| -11% | -$2.49M |
|
789
Ralph Lauren
RL
$23.1B
| $18.9M | 0.02% |
160,826
-444,200
| -73% | -$55.6M |
|
790
Entravision Communication
EVC
$820M
| $18.9M | 0.02% |
2,834,672
-225,095
| -7% | -$1.02M |
|
|
PRTY
791
DELISTED
Party City Holdco Inc.
PRTY
| $18.8M | 0.02% |
2,019,047
-457,500
| -18% | -$3.73M |
|
792
Constellation Brands
STZ
$23.3B
| $18.8M | 0.02% |
+80,400
| New | +$18.9M |
|
793
Global Ship Lease
GSL
$1.49B
| $18.7M | 0.02% |
956,077
+138,000
| +17% | +$2.25M |
|
794
Future Fuel
FF
$249M
| $18.7M | 0.02% |
1,946,600
-91,000
| -4% | -$1.1M |
|
795
Essex Property Trust
ESS
$18.5B
| $18.7M | 0.02% |
62,226
-16,200
| -21% | -$4.78M |
|
796
Blue Owl Capital
OBDC
$5.87B
| $18.7M | 0.02% |
1,307,800
-336,000
| -20% | -$4.83M |
|
797
Williams Companies
WMB
$89.3B
| $18.6M | 0.02% |
+698,985
| New | +$17.9M |
|
798
Central Garden & Pet Co
CENT
$2.78B
| $18.5M | 0.02% |
436,639
-69,970
| -14% | -$3.14M |
|
799
United Natural Foods
UNFI
$2.94B
| $18.4M | 0.02% |
498,681
-483,769
| -49% | -$17.6M |
|
|
HTB
800
HomeTrust Bancshares
HTB
$837M
| $18.4M | 0.02% |
659,115
-33,500
| -5% | -$919K |
|
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Jim Simons's Q2 2021 Portfolio in Review
As of Q2 2021, Jim Simons held 3,960 positions worth $80.1B, down 0.34% from $80.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons withdrew a net $5.63B in Q2 2021, closing 551 positions and reducing 1,699 holdings. Its most notable exit was AT&T, an estimated $389M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Staples.
Against the trend, Jim Simons opened a new position in Caterpillar worth $227M.
- Jim Simons's largest Q2 2021 buy was Caterpillar: 1,042,778 shares worth $227M.
- Jim Simons added most to Amazon in Q2 2021, an estimated $814M increase.
- Jim Simons's biggest Q2 2021 reduction was Baidu, cutting an estimated $616M.
- Jim Simons fully exited AT&T in Q2 2021, selling an estimated $389M.
- Jim Simons's ten largest holdings make up 12% of its $80.1B portfolio in Q2 2021.
- Jim Simons opened 701 new positions and closed 551 in Q2 2021.
- Jim Simons's portfolio value fell 0.34% quarter-over-quarter to $80.1B.
Based on Renaissance Technologies's 13F filing for Q2 2021, filed 13 Aug 2021.