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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
-13.57%
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
$84.5B
AUM Growth
-$745M
(-0.87%)
Cap. Flow
+$13.7B
Cap. Flow % of AUM
Cap. Flow %
16.26%
Top 10 Holdings %
Top 10 Hldgs %
10.97%
Holding
4,738
New
694
Increased
1,955
Reduced
1,481
Closed
562
Avg Time Held
2.4
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.6
years
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 | 19.47% |
| 2 | Technology | 16.84% |
| 3 | Consumer Staples | 11.12% |
| 4 | Consumer Discretionary | 10.18% |
| 5 | Financials | 8.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$172B
| $1.95B | 2.31% |
35,059,342
-1,708,600
| -5% | -$94.8M |
2013 Q2
36 quarters
|
|
|
2
Microsoft
MSFT
$3.95T
| $981M | 1.16% |
+3,820,133
| New | +$1.04B |
2022 Q2
0 quarters
|
|
|
3
Meta Platforms (Facebook)
META
$1.62T
| $884M | 1.05% |
5,485,159
+2,484,159
| +83% | +$479M |
2021 Q3
3 quarters
|
|
4
Apple
AAPL
$5T
| $845M | 1% |
6,179,661
+1,675,469
| +37% | +$254M |
2020 Q3
7 quarters
|
|
|
5
Chevron
CVX
$456B
| $838M | 0.99% |
5,786,295
+4,960,475
| +601% | +$820M |
2020 Q2
8 quarters
|
|
6
Gilead Sciences
GILD
$196B
| $829M | 0.98% |
13,409,616
-2,082,500
| -13% | -$129M |
2014 Q4
30 quarters
|
|
7
Kroger
KR
$39.2B
| $793M | 0.94% |
16,746,010
+318,500
| +2% | +$17M |
2019 Q2
12 quarters
|
|
8
Hershey
HSY
$33.4B
| $790M | 0.94% |
3,671,367
+611,100
| +20% | +$133M |
2013 Q2
36 quarters
|
|
9
Zoom
ZM
$28.4B
| $694M | 0.82% |
6,429,004
-20,302
| -0.3% | -$2.14M |
2020 Q1
9 quarters
|
|
10
VeriSign
VRSN
$27.4B
| $662M | 0.78% |
3,956,890
-59,700
| -1% | -$11M |
2013 Q2
36 quarters
|
|
11
United Therapeutics
UTHR
$25.2B
| $658M | 0.78% |
2,793,591
+28,378
| +1% | +$5.77M |
2013 Q2
36 quarters
|
|
12
Merck
MRK
$347B
| $617M | 0.73% |
6,763,934
+1,664,600
| +33% | +$148M |
2019 Q2
12 quarters
|
|
13
ExxonMobil
XOM
$758B
| $613M | 0.73% |
7,156,786
+712,022
| +11% | +$64.2M |
2021 Q1
5 quarters
|
|
14
Franco-Nevada
FNV
$44.6B
| $567M | 0.67% |
4,310,103
+236,600
| +6% | +$35M |
2014 Q1
33 quarters
|
|
15
Monster Beverage
MNST
$90.9B
| $524M | 0.62% |
22,620,240
-5,492,000
| -20% | -$119M |
2014 Q1
33 quarters
|
|
|
16
Tesla
TSLA
$1.56T
| $504M | 0.6% |
2,245,425
-2,420,700
| -52% | -$661M |
2018 Q4
14 quarters
|
|
17
Airbnb
ABNB
$100B
| $499M | 0.59% |
5,604,567
+2,200,800
| +65% | +$286M |
2021 Q2
4 quarters
|
|
18
Vertex Pharmaceuticals
VRTX
$130B
| $496M | 0.59% |
1,761,168
+53,800
| +3% | +$14.4M |
2017 Q1
21 quarters
|
|
|
19
Berkshire Hathaway Class B
BRK.B
$1.17T
| $489M | 0.58% |
1,791,000
+1,718,500
| +2,370% | +$539M |
2020 Q4
6 quarters
|
|
20
Molina Healthcare
MOH
$10.6B
| $481M | 0.57% |
1,719,715
-93,900
| -5% | -$28.4M |
2013 Q2
36 quarters
|
|
21
Home Depot
HD
$317B
| $480M | 0.57% |
1,750,900
-131,719
| -7% | -$38.9M |
2022 Q1
1 quarter
|
|
22
Abbott
ABT
$180B
| $458M | 0.54% |
4,216,503
+1,075,637
| +34% | +$122M |
2021 Q3
3 quarters
|
|
23
Atlassian
TEAM
$55.8B
| $458M | 0.54% |
2,443,620
-200,300
| -8% | -$42.8M |
2016 Q2
24 quarters
|
|
24
PepsiCo
PEP
$185B
| $454M | 0.54% |
2,727,014
+768,371
| +39% | +$129M |
2021 Q1
5 quarters
|
|
25
JPMorgan Chase
JPM
$889B
| $443M | 0.52% |
3,931,843
+2,791,457
| +245% | +$346M |
2021 Q2
4 quarters
|
|
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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.