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 | 20.33% |
| 2 | Technology | 19.76% |
| 3 | Consumer Discretionary | 10.63% |
| 4 | Consumer Staples | 10.6% |
| 5 | Communication Services | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VOXX
1051
DELISTED
VOXX International Corporation Class A
VOXX
| $12.1M | 0.02% |
860,722
+121,300
| +16% | +$1.97M |
|
1052
Melco Resorts & Entertainment
MLCO
$2.14B
| $12M | 0.02% |
726,700
+546,100
| +302% | +$9.9M |
|
|
TGI
1053
DELISTED
Triumph Group
TGI
| $12M | 0.02% |
580,300
-233,200
| -29% | -$4.3M |
|
1054
Bassett Furniture
BSET
$171M
| $12M | 0.02% |
494,361
-84,800
| -15% | -$2.48M |
|
1055
Oceaneering
OII
$5.08B
| $12M | 0.02% |
773,100
+148,745
| +24% | +$2.07M |
|
1056
Dime Commercial Bancshares
DCOM
$1.81B
| $12M | 0.02% |
357,874
-118,700
| -25% | -$3.99M |
|
1057
Planet Fitness
PLNT
$3.65B
| $12M | 0.02% |
+159,700
| New | +$12.7M |
|
1058
U-Haul Holding Co
UHAL
$14.5B
| $12M | 0.02% |
203,660
+130,000
| +176% | +$7.62M |
|
1059
Personalis
PSNL
$1.54B
| $12M | 0.02% |
473,800
-199,300
| -30% | -$4.56M |
|
1060
Academy Sports + Outdoors
ASO
$3.05B
| $12M | 0.02% |
+290,600
| New | +$10.2M |
|
1061
Otter Tail
OTTR
$3.87B
| $12M | 0.01% |
245,014
-68,700
| -22% | -$3.29M |
|
|
FBC
1062
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $11.9M | 0.01% |
281,712
-90,000
| -24% | -$4.07M |
|
1063
Barclays
BCS
$94.6B
| $11.9M | 0.01% |
+1,233,486
| New | +$12.6M |
|
1064
Mercer International
MERC
$32.3M
| $11.8M | 0.01% |
928,500
+246,400
| +36% | +$3.65M |
|
1065
Arrow Financial
AROW
$723M
| $11.8M | 0.01% |
359,130
-17,702
| -5% | -$581K |
|
1066
John B. Sanfilippo & Son
JBSS
$989M
| $11.8M | 0.01% |
133,200
+3,500
| +3% | +$318K |
|
1067
SS&C Technologies
SSNC
$18.8B
| $11.8M | 0.01% |
163,600
-103,600
| -39% | -$7.58M |
|
1068
Organogenesis Holdings
ORGO
$226M
| $11.8M | 0.01% |
709,200
+20,300
| +3% | +$378K |
|
|
DRD
1069
DRDGold
DRD
$2.06B
| $11.8M | 0.01% |
1,082,813
-24,200
| -2% | -$269K |
|
1070
Ingles Markets
IMKTA
$1.66B
| $11.8M | 0.01% |
201,858
+2,300
| +1% | +$143K |
|
1071
Southwest Gas
SWX
$6.67B
| $11.7M | 0.01% |
+177,500
| New | +$12.1M |
|
1072
InfuSystem Holdings
INFU
$249M
| $11.7M | 0.01% |
564,709
+26,500
| +5% | +$536K |
|
1073
Pricesmart
PSMT
$5.49B
| $11.7M | 0.01% |
128,965
-19,900
| -13% | -$1.77M |
|
|
VIA
1074
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $11.7M | 0.01% |
207,190
-7,280
| -3% | -$389K |
|
1075
Power Integrations
POWI
$3.57B
| $11.7M | 0.01% |
142,700
+115,200
| +419% | +$9.3M |
|
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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 20% a quarter earlier, followed by Technology and Consumer Discretionary.
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.