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 | |
|---|---|---|---|---|---|---|
2001
Virtus Investment Partners
VRTS
$1.12B
| $2.6M | ﹤0.01% |
15,229
+9,500
| +166% | +$1.79M |
|
2002
Peoples Bancorp
PEBO
$1.48B
| $2.6M | ﹤0.01% |
97,865
-39,826
| -29% | -$1.13M |
|
2003
Kimbell Royalty Partners
KRP
$1.53B
| $2.6M | ﹤0.01% |
165,973
-167,327
| -50% | -$2.91M |
|
2004
Chemung Financial Corp
CHMG
$403M
| $2.6M | ﹤0.01% |
55,322
-2,987
| -5% | -$136K |
|
2005
LeMaitre Vascular
LMAT
$1.87B
| $2.6M | ﹤0.01% |
57,000
-3,300
| -5% | -$148K |
|
2006
Manitowoc
MTW
$727M
| $2.58M | ﹤0.01% |
245,278
+98,229
| +67% | +$1.23M |
|
2007
WillScot Mobile Mini Holdings
WSC
$4B
| $2.58M | ﹤0.01% |
79,600
+55,600
| +232% | +$1.97M |
|
|
CVLY
2008
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $2.58M | ﹤0.01% |
114,505
-26,500
| -19% | -$605K |
|
2009
Wheels Up
UP
$190M
| $2.57M | ﹤0.01% |
6,599
+4,374
| +197% | +$2.34M |
|
|
HMNF
2010
DELISTED
HMN Financial Inc
HMNF
| $2.57M | ﹤0.01% |
111,525
-900
| -0.8% | -$21.3K |
|
|
BCYC
2011
Bicycle Therapeutics
BCYC
$284M
| $2.57M | ﹤0.01% |
153,200
+88,801
| +138% | +$1.87M |
|
2012
Kulicke & Soffa
KLIC
$4.98B
| $2.57M | ﹤0.01% |
59,928
-183,700
| -75% | -$9.1M |
|
2013
Paylocity
PCTY
$7.73B
| $2.56M | ﹤0.01% |
+14,700
| New | +$2.68M |
|
2014
Huazhu Hotels Group
HTHT
$12.7B
| $2.56M | ﹤0.01% |
+67,200
| New | +$2.1M |
|
2015
Alphatec Holdings
ATEC
$1.49B
| $2.56M | ﹤0.01% |
390,700
+237,400
| +155% | +$2.19M |
|
2016
Protagonist Therapeutics
PTGX
$9.8B
| $2.55M | ﹤0.01% |
322,867
+303,400
| +1,559% | +$3.67M |
|
2017
Alico
ALCO
$308M
| $2.55M | ﹤0.01% |
71,561
+35,756
| +100% | +$1.43M |
|
2018
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
| $2.54M | ﹤0.01% |
+106,200
| New | +$2.57M |
|
2019
Innospec
IOSP
$2.31B
| $2.54M | ﹤0.01% |
+26,500
| New | +$2.58M |
|
|
RPTX
2020
DELISTED
Repare Therapeutics
RPTX
| $2.53M | ﹤0.01% |
180,900
+92,800
| +105% | +$1.09M |
|
2021
BJ's Restaurants
BJRI
$1.48B
| $2.53M | ﹤0.01% |
116,629
-26,800
| -19% | -$690K |
|
|
BHR
2022
Braemar Hotels & Resorts
BHR
$139M
| $2.52M | ﹤0.01% |
587,100
+202,089
| +52% | +$1.14M |
|
2023
Clearwater Paper
CLW
$356M
| $2.52M | ﹤0.01% |
74,900
+23,600
| +46% | +$739K |
|
2024
Levi Strauss
LEVI
$8.64B
| $2.52M | ﹤0.01% |
154,200
+28,800
| +23% | +$520K |
|
2025
SoundThinking
SSTI
$107M
| $2.51M | ﹤0.01% |
93,389
+21,357
| +30% | +$598K |
|
Similar funds
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.