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 |
Apple
AAPL
|
+$839M |
| 2 |
Amazon
AMZN
|
+$810M |
| 3 |
Tesla
TSLA
|
+$644M |
| 4 |
TSMC
TSM
|
+$546M |
| 5 |
Johnson & Johnson
JNJ
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$891M |
| 2 |
Home Depot
HD
|
+$441M |
| 3 |
JPMorgan Chase
JPM
|
+$335M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$317M |
| 5 |
ASML
ASML
|
+$315M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.84% |
| 2 | Technology | 15.57% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRY
2476
DELISTED
Berry Corp
BRY
| $1.11M | ﹤0.01% |
138,500
-55,800
| -29% | -$478K |
|
|
DAO
2477
Youdao
DAO
$2.17B
| $1.1M | ﹤0.01% |
205,450
+175,750
| +592% | +$762K |
|
2478
First Merchants
FRME
$2.74B
| $1.1M | ﹤0.01% |
+26,820
| New | +$1.13M |
|
2479
Paymentus
PAY
$5.27B
| $1.1M | ﹤0.01% |
137,400
+65,894
| +92% | +$646K |
|
|
TDCX
2480
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $1.1M | ﹤0.01% |
88,731
-40,569
| -31% | -$485K |
|
|
LENZ
2481
LENZ Therapeutics
LENZ
$149M
| $1.09M | ﹤0.01% |
47,125
-27,442
| -37% | -$636K |
|
2482
Compass
COMP
$9.99B
| $1.09M | ﹤0.01% |
469,400
-235,700
| -33% | -$618K |
|
2483
Chicago Rivet & Machine Co
CVR
$9.98M
| $1.09M | ﹤0.01% |
38,210
-3,800
| -9% | -$103K |
|
2484
Walker & Dunlop
WD
$1.46B
| $1.09M | ﹤0.01% |
13,900
-4,400
| -24% | -$370K |
|
|
FSTX
2485
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
| $1.09M | ﹤0.01% |
171,911
-49,600
| -22% | -$275K |
|
2486
ALX Oncology
ALXO
$271M
| $1.08M | ﹤0.01% |
95,800
-74,800
| -44% | -$840K |
|
2487
Rush Street Interactive
RSI
$2.96B
| $1.08M | ﹤0.01% |
300,800
+277,000
| +1,164% | +$1.03M |
|
2488
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
| $1.07M | ﹤0.01% |
10,200
+7,300
| +252% | +$766K |
|
2489
Invesco S&P 500 GARP ETF
SPGP
$2.33B
| $1.07M | ﹤0.01% |
13,000
+8,900
| +217% | +$733K |
|
2490
Fidelity Total Bond ETF
FBND
$27.3B
| $1.07M | ﹤0.01% |
+23,810
| New | +$1.07M |
|
2491
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
| $1.07M | ﹤0.01% |
+43,500
| New | +$1.06M |
|
2492
Capital Group Global Growth Equity ETF
CGGO
$12.1B
| $1.07M | ﹤0.01% |
+50,900
| New | +$1.04M |
|
2493
Stoneridge
SRI
$205M
| $1.07M | ﹤0.01% |
49,519
+3,000
| +6% | +$64.2K |
|
|
ARNC
2494
DELISTED
Arconic Corporation
ARNC
| $1.07M | ﹤0.01% |
+50,400
| New | +$1.05M |
|
2495
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
| $1.06M | ﹤0.01% |
+24,257
| New | +$1.06M |
|
2496
Vanguard Russell 1000 Value ETF
VONV
$22B
| $1.06M | ﹤0.01% |
16,000
-500
| -3% | -$32.8K |
|
|
TBI
2497
Trueblue
TBI
$311M
| $1.06M | ﹤0.01% |
54,300
-35,000
| -39% | -$709K |
|
2498
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
| $1.06M | ﹤0.01% |
25,700
+4,900
| +24% | +$195K |
|
|
FFAI
2499
Faraday Future Intelligent Electric
FFAI
$10M
| $1.06M | ﹤0.01% |
3
+1
| +50% | +$668K |
|
2500
Oportun Financial
OPRT
$355M
| $1.06M | ﹤0.01% |
192,500
-53,200
| -22% | -$278K |
|
Similar funds
Jim Simons's Q4 2022 Portfolio in Review
As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.
By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
- Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
- Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
- Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
- Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
- Jim Simons opened 626 new positions and closed 524 in Q4 2022.
- Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.
Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.