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 | |
|---|---|---|---|---|---|---|
1726
FS Bancorp
FSBW
$326M
| $3.97M | ﹤0.01% |
138,193
+2,460
| +2% | +$72.9K |
|
1727
BGC Group
BGC
$5.2B
| $3.96M | ﹤0.01% |
1,175,548
-814,200
| -41% | -$2.84M |
|
1728
American Financial Group
AFG
$12.1B
| $3.96M | ﹤0.01% |
28,500
+26,800
| +1,576% | +$3.77M |
|
1729
Ultrapar
UGP
$6.55B
| $3.96M | ﹤0.01% |
1,682,900
-117,900
| -7% | -$321K |
|
|
TGH
1730
DELISTED
Textainer Group Holdings limited
TGH
| $3.96M | ﹤0.01% |
144,300
+113,900
| +375% | +$3.68M |
|
1731
Rocky Brands
RCKY
$353M
| $3.95M | ﹤0.01% |
115,612
-15,700
| -12% | -$587K |
|
1732
InfuSystem Holdings
INFU
$249M
| $3.94M | ﹤0.01% |
409,509
-34,400
| -8% | -$301K |
|
1733
Adaptive Biotechnologies
ADPT
$3.89B
| $3.94M | ﹤0.01% |
486,500
+30,900
| +7% | +$272K |
|
|
NXGN
1734
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $3.93M | ﹤0.01% |
225,576
+177,076
| +365% | +$3.38M |
|
|
EARN
1735
Ellington Residential Mortgage REIT
EARN
$167M
| $3.93M | ﹤0.01% |
526,500
-8,300
| -2% | -$68.7K |
|
|
AMNB
1736
DELISTED
American National Bankshares Inc
AMNB
| $3.93M | ﹤0.01% |
113,591
-16,900
| -13% | -$599K |
|
1737
BRC Group Holdings
RILY
$303M
| $3.92M | ﹤0.01% |
92,911
+44,472
| +92% | +$2.33M |
|
|
CALY
1738
Callaway Golf Company
CALY
$2.95B
| $3.92M | ﹤0.01% |
192,200
+124,300
| +183% | +$2.67M |
|
1739
Keros Therapeutics
KROS
$211M
| $3.92M | ﹤0.01% |
141,700
+136,400
| +2,574% | +$5.98M |
|
|
CNCE
1740
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $3.91M | ﹤0.01% |
928,184
+501,879
| +118% | +$1.99M |
|
1741
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
| $3.9M | ﹤0.01% |
+120,700
| New | +$4.09M |
|
1742
Global Water Resources
GWRS
$256M
| $3.9M | ﹤0.01% |
295,047
+2,000
| +0.7% | +$28.8K |
|
1743
Metropolitan Bank Holding Corp
MCB
$1.17B
| $3.89M | ﹤0.01% |
+56,100
| New | +$4.65M |
|
1744
AdvanSix
ASIX
$446M
| $3.87M | ﹤0.01% |
115,600
+67,400
| +140% | +$3.01M |
|
1745
iShares Russell 2000 Growth ETF
IWO
$15.1B
| $3.86M | ﹤0.01% |
18,700
+17,000
| +1,000% | +$3.79M |
|
1746
NETSCOUT
NTCT
$2.89B
| $3.85M | ﹤0.01% |
113,800
-93,600
| -45% | -$3.14M |
|
1747
Comp X International
CIX
$390M
| $3.85M | ﹤0.01% |
166,049
-3,195
| -2% | -$71.5K |
|
1748
Kite Realty
KRG
$5.31B
| $3.85M | ﹤0.01% |
+222,503
| New | +$4.6M |
|
1749
Driven Brands
DRVN
$2.12B
| $3.85M | ﹤0.01% |
139,600
+68,100
| +95% | +$1.86M |
|
1750
Movado Group
MOV
$796M
| $3.84M | ﹤0.01% |
124,100
+77,500
| +166% | +$2.72M |
|
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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.