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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+10.31%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$80.1B
AUM Growth
-$274M
Cap. Flow
-$5.63B
Cap. Flow %
-7.02%
Top 10 Hldgs %
12.21%
Holding
3,960
New
701
Increased
982
Reduced
1,699
Closed
551

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$814M
2
NVDA icon
NVIDIA
NVDA
+$448M
3
MSFT icon
Microsoft
MSFT
+$394M
4
AAPL icon
Apple
AAPL
+$368M
5
JNJ icon
Johnson & Johnson
JNJ
+$288M

Top Sells

Rank Stock Value
1
BIDU icon
Baidu
BIDU
+$616M
2
TSLA icon
Tesla
TSLA
+$406M
3
PANW icon
Palo Alto Networks
PANW
+$400M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$394M
5
T icon
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
SPMD icon
2326
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
$1.79M ﹤0.01%
38,000
+8,800
+30% +$418K
MARK
2327
DELISTED
Remark Holdings, Inc.
MARK
$1.79M ﹤0.01%
96,401
-102,665
-52% -$1.92M
DAY
2328
DELISTED
Dayforce
DAY
$1.79M ﹤0.01%
18,700
-4,900
-21% -$442K
DSS icon
2329
DSS Inc
DSS
$5.18M
$1.79M ﹤0.01%
+53,837
New +$2.74M
RNAC icon
2330
Cartesian Therapeutics
RNAC
$264M
$1.79M ﹤0.01%
14,275
+4,792
+51% +$571K
SILK
2331
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$1.79M ﹤0.01%
37,400
-14,800
-28% -$754K
ALTA
2332
DELISTED
Altabancorp
ALTA
$1.78M ﹤0.01%
41,140
-81,600
-66% -$3.56M
PRPH
2333
DELISTED
ProPhase Labs
PRPH
$1.78M ﹤0.01%
28,732
-329
-1% -$18.5K
ESP icon
2334
Espey Mfg & Electronics Corp
ESP
$193M
$1.78M ﹤0.01%
120,096
-5,316
-4% -$81.5K
GBT
2335
DELISTED
Global Blood Therapeutics, Inc.
GBT
$1.77M ﹤0.01%
+50,680
New +$1.98M
AMWD
2336
DELISTED
American Woodmark
AMWD
$1.77M ﹤0.01%
+21,701
New +$2.03M
CPLG
2337
DELISTED
CorePoint Lodging Inc. Common Stock
CPLG
$1.77M ﹤0.01%
165,600
-47,700
-22% -$479K
KZR
2338
DELISTED
Kezar Life Sciences
KZR
$1.77M ﹤0.01%
32,582
-30
-0.1% -$1.7K
TSC
2339
DELISTED
TriState Capital Holdings, Inc.
TSC
$1.77M ﹤0.01%
86,600
+16,300
+23% +$372K
BSMX
2340
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1.76M ﹤0.01%
280,673
+172,400
+159% +$1.01M
CBIO
2341
Crescent Biopharma
CBIO
$618M
$1.76M ﹤0.01%
7,577
+1,312
+21% +$334K
CRVS icon
2342
Corvus Pharmaceuticals
CRVS
$1.27B
$1.76M ﹤0.01%
658,070
-5,400
-0.8% -$14.9K
TFI icon
2343
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$1.76M ﹤0.01%
+33,697
New +$1.75M
TFFP
2344
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$1.76M ﹤0.01%
7,308
+4,720
+182% +$1.29M
AATC
2345
DELISTED
Autoscope Technologies Corporation Common Stock
AATC
$1.75M ﹤0.01%
257,777
+19,928
+8% +$130K
APTX
2346
DELISTED
Aptinyx Inc. Common Stock
APTX
$1.75M ﹤0.01%
618,457
-129,741
-17% -$362K
AKR icon
2347
Acadia Realty Trust
AKR
$2.86B
$1.75M ﹤0.01%
79,601
-121,200
-60% -$2.57M
RADA
2348
DELISTED
Rada Electronic Industries Ltd
RADA
$1.75M ﹤0.01%
143,300
-202,100
-59% -$2.48M
LFWD icon
2349
ReWalk Robotics
LFWD
$22.2M
$1.74M ﹤0.01%
12,278
+11,624
+1,777% +$1.82M
AAN
2350
DELISTED
The Aaron's Company Inc
AAN
$1.74M ﹤0.01%
+54,500
New +$1.72M
92 93
94
95 96

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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.