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Jim Simons Renaissance Technologies
AUM
$72.6B
Turnover
31.08%
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
+887.92%
AUM
$80.1B
AUM Growth
-$274M
(-0.34%)
Cap. Flow
-$5.64B
Cap. Flow % of AUM
Cap. Flow %
-7.05%
Top 10 Holdings %
Top 10 Hldgs %
12.21%
Holding
3,960
New
700
Increased
980
Reduced
1,699
Closed
551
Avg Time Held
2.6
years
Top 10 Avg Time Held
1
year
Top 20 Avg Time Held
1.3
years
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 | 19.77% |
| 3 | Consumer Staples | 10.6% |
| 4 | Consumer Discretionary | 10.6% |
| 5 | Communication Services | 8.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$178B
| $2.03B | 2.53% |
48,362,142
-1,331,200
| -3% | -$51.6M |
2013 Q2
32 quarters
|
|
2
VeriSign
VRSN
$27.7B
| $1.1B | 1.38% |
4,841,290
-27,024
| -0.6% | -$5.88M |
2013 Q2
32 quarters
|
|
3
Zoom
ZM
$26.2B
| $1.03B | 1.29% |
2,662,863
+142,000
| +6% | +$47.3M |
2020 Q1
5 quarters
|
|
|
4
NVIDIA
NVDA
$4.51T
| $929M | 1.16% |
46,431,720
+27,940,000
| +151% | +$448M |
2020 Q4
2 quarters
|
|
|
5
Amazon
AMZN
$2.8T
| $897M | 1.12% |
5,213,100
+4,896,000
| +1,544% | +$814M |
2020 Q3
3 quarters
|
|
6
Target
TGT
$72B
| $870M | 1.09% |
3,600,559
+14,500
| +0.4% | +$3.17M |
2019 Q1
9 quarters
|
|
7
Atlassian
TEAM
$38.9B
| $846M | 1.06% |
3,293,360
-48,060
| -1% | -$11.3M |
2016 Q2
20 quarters
|
|
8
Moderna
MRNA
$101B
| $749M | 0.94% |
3,188,454
+1,552,925
| +95% | +$278M |
2020 Q4
2 quarters
|
|
9
Kroger
KR
$40B
| $679M | 0.85% |
17,731,571
+557,500
| +3% | +$21M |
2019 Q2
8 quarters
|
|
10
Monster Beverage
MNST
$89.6B
| $656M | 0.82% |
28,710,240
-3,116,800
| -10% | -$73.1M |
2014 Q1
29 quarters
|
|
11
Franco-Nevada
FNV
$49.2B
| $634M | 0.79% |
4,369,790
-467,600
| -10% | -$67.7M |
2014 Q1
29 quarters
|
|
|
ALXN
12
DELISTED
Alexion Pharmaceuticals
ALXN
| $578M | 0.72% |
3,147,521
-180,600
| -5% | -$31M |
2018 Q3
11 quarters
|
|
13
Domino's
DPZ
$11B
| $573M | 0.72% |
1,228,025
+291,600
| +31% | +$124M |
2013 Q2
32 quarters
|
|
14
Molina Healthcare
MOH
$10.9B
| $569M | 0.71% |
2,248,465
-217,950
| -9% | -$54.8M |
2013 Q2
32 quarters
|
|
|
15
Microsoft
MSFT
$3.94T
| $561M | 0.7% |
2,069,184
+1,549,000
| +298% | +$394M |
2020 Q3
3 quarters
|
|
|
16
Apple
AAPL
$4.98T
| $559M | 0.7% |
4,078,632
+2,841,100
| +230% | +$368M |
2020 Q3
3 quarters
|
|
17
United Therapeutics
UTHR
$23.9B
| $558M | 0.7% |
3,110,191
-97,400
| -3% | -$18.6M |
2013 Q2
32 quarters
|
|
18
Hershey
HSY
$35.8B
| $556M | 0.69% |
3,192,466
-168,795
| -5% | -$28.4M |
2013 Q2
32 quarters
|
|
|
ABMD
19
DELISTED
Abiomed Inc
ABMD
| $524M | 0.65% |
1,678,923
-101,200
| -6% | -$31M |
2015 Q1
25 quarters
|
|
20
Vodafone
VOD
$36.1B
| $511M | 0.64% |
29,809,976
-2,500,100
| -8% | -$46.8M |
2015 Q3
23 quarters
|
|
21
Bristol-Myers Squibb
BMY
$127B
| $488M | 0.61% |
7,305,925
+333,738
| +5% | +$21.8M |
2016 Q2
20 quarters
|
|
22
Alphabet (Google) Class A
GOOGL
$3.5T
| $483M | 0.6% |
3,956,960
-330,000
| -8% | -$38.5M |
2018 Q3
11 quarters
|
|
23
Herbalife
HLF
$1.6B
| $469M | 0.59% |
8,894,664
-140,100
| -2% | -$6.97M |
2015 Q3
23 quarters
|
|
24
Biogen
BIIB
$36.7B
| $461M | 0.57% |
1,330,003
-608,159
| -31% | -$184M |
2018 Q1
13 quarters
|
|
25
Vertex Pharmaceuticals
VRTX
$139B
| $459M | 0.57% |
2,277,284
-123,000
| -5% | -$25.7M |
2017 Q1
17 quarters
|
|
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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 $5.64B 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 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 700 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.