Jim Simons Buys 2, Sells 3 in 2nd Quarter

Jim Simons recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

In 1982, Jim Simons (Trades, Portfolio) founded Renaissance Technologies Corporation, a private investment firm based in New York. Simons is still at the helm as CEO of what is now one of the world's most successful hedge funds.

As of the latest 13F report, the guru’s equity portfolio contained 4175 stocks valued at a total of $84.40Bil. The top holdings were NVO(2.31%), MSFT(1.16%), and META(1.05%).

According to GuruFocus data, these were Jim Simons (Trades, Portfolio)’s top five trades of the quarter.

Microsoft Corp


The guru established a new position worth 3,820,133 shares in NAS:MSFT, giving the stock a 1.16% weight in the equity portfolio. Shares traded for an average price of $271.99 during the quarter.

On 08/13/2022, Microsoft Corp traded for a price of $291.91 per share and a market cap of $2,177.03Bil. The stock has returned 1.56% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Microsoft Corp has a price-earnings ratio of 30.28, a price-book ratio of 13.08, a price-earnings-to-growth (PEG) ratio of 1.47, a EV-to-Ebitda ratio of 21.29 and a price-sales ratio of 11.09.

The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 7.

Tesla Inc


Jim Simons (Trades, Portfolio) reduced their investment in NAS:TSLA by 806,900 shares. The trade had a 1.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $822.98.

On 08/13/2022, Tesla Inc traded for a price of $900.09 per share and a market cap of $940.14Bil. The stock has returned 24.62% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.

In terms of valuation, Tesla Inc has a price-earnings ratio of 107.88, a price-book ratio of 25.63, a EV-to-Ebitda ratio of 64.46 and a price-sales ratio of 15.21.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 9.

Chevron Corp


During the quarter, Jim Simons (Trades, Portfolio) bought 4,960,475 shares of NYSE:CVX for a total holding of 5,786,295. The trade had a 0.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $165.26.

On 08/13/2022, Chevron Corp traded for a price of $159.85 per share and a market cap of $312.90Bil. The stock has returned 61.12% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Chevron Corp has a price-earnings ratio of 10.66, a price-book ratio of 2.02, a price-earnings-to-growth (PEG) ratio of 2.27, a EV-to-Ebitda ratio of 5.69 and a price-sales ratio of 1.49.

The price-to-GF Value ratio is 0.92, earning the stock a GF Value rank of 7.

Amazon.com Inc


The guru sold out of their 4,141,100-share investment in NAS:AMZN. Previously, the stock had a 0.79% weight in the equity portfolio. Shares traded for an average price of $125.73 during the quarter.

On 08/13/2022, Amazon.com Inc traded for a price of $143.55 per share and a market cap of $1,462.42Bil. The stock has returned -13.09% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Amazon.com Inc has a price-earnings ratio of 128.62, a price-book ratio of 11.11, a price-earnings-to-growth (PEG) ratio of 3.07, a EV-to-Ebitda ratio of 30.13 and a price-sales ratio of 3.04.

The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 10.

Alphabet Inc


The guru sold out of their 4,552,960-share investment in NAS:GOOGL. Previously, the stock had a 0.74% weight in the equity portfolio. Shares traded for an average price of $118.07 during the quarter.

On 08/13/2022, Alphabet Inc traded for a price of $121.68 per share and a market cap of $1,593.38Bil. The stock has returned -11.31% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Alphabet Inc has a price-earnings ratio of 22.64, a price-book ratio of 6.22, a price-earnings-to-growth (PEG) ratio of 0.85, a EV-to-Ebitda ratio of 14.94 and a price-sales ratio of 5.94.

The price-to-GF Value ratio is 0.89, earning the stock a GF Value rank of 7.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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