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 | |
|---|---|---|---|---|---|---|
2501
Zedge
ZDGE
$38.4M
| $1.06M | ﹤0.01% |
603,014
-69,178
| -10% | -$150K |
|
2502
Dimensional International High Profitability ETF
DIHP
$6.59B
| $1.05M | ﹤0.01% |
+47,800
| New | +$1.02M |
|
2503
Identive
INVE
$64.1M
| $1.05M | ﹤0.01% |
145,352
-13,300
| -8% | -$129K |
|
|
ALYA
2504
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
| $1.05M | ﹤0.01% |
701,132
-24,000
| -3% | -$41.4K |
|
2505
Ceco Environmental
CECO
$4.66B
| $1.05M | ﹤0.01% |
89,983
-129,100
| -59% | -$1.46M |
|
2506
Fuel Tech
FTEK
$45.3M
| $1.05M | ﹤0.01% |
822,587
+46,171
| +6% | +$59.2K |
|
|
CASA
2507
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $1.05M | ﹤0.01% |
383,400
-14,800
| -4% | -$43.4K |
|
2508
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
| $1.04M | ﹤0.01% |
12,500
+5,700
| +84% | +$480K |
|
2509
Alkami Technology
ALKT
$2.21B
| $1.04M | ﹤0.01% |
+71,500
| New | +$997K |
|
2510
Axos Financial
AX
$5.8B
| $1.04M | ﹤0.01% |
27,300
-49,300
| -64% | -$1.88M |
|
2511
State Street SPDR S&P International Small Cap ETF
GWX
$931M
| $1.04M | ﹤0.01% |
+35,400
| New | +$1M |
|
2512
Pixelworks
PXLW
$44.4M
| $1.04M | ﹤0.01% |
49,025
-3,417
| -7% | -$61.1K |
|
|
PSTX
2513
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $1.04M | ﹤0.01% |
196,300
-147,000
| -43% | -$672K |
|
|
HLGN
2514
DELISTED
Heliogen, Inc.
HLGN
| $1.04M | ﹤0.01% |
+42,480
| New | +$1.92M |
|
|
NEXN
2515
Nexxen International
NEXN
$583M
| $1.03M | ﹤0.01% |
160,400
-60,400
| -27% | -$442K |
|
2516
Assured Guaranty
AGO
$3.38B
| $1.03M | ﹤0.01% |
+16,575
| New | +$983K |
|
2517
Stereotaxis
STXS
$137M
| $1.03M | ﹤0.01% |
498,600
-58,900
| -11% | -$115K |
|
2518
Alaunos Therapeutics
TCRT
$4.71M
| $1.02M | ﹤0.01% |
+10,525
| New | +$1.53M |
|
2519
Oceaneering
OII
$5.2B
| $1.02M | ﹤0.01% |
58,500
-49,000
| -46% | -$651K |
|
2520
AdaptHealth
AHCO
$775M
| $1.02M | ﹤0.01% |
53,165
-105,800
| -67% | -$2.24M |
|
2521
World Kinect Corp
WKC
$1.85B
| $1.02M | ﹤0.01% |
37,400
-18,500
| -33% | -$497K |
|
|
ZIMV
2522
DELISTED
ZimVie
ZIMV
| $1.02M | ﹤0.01% |
108,900
+42,500
| +64% | +$371K |
|
2523
MainStreet Bancshares
MNSB
$177M
| $1.02M | ﹤0.01% |
36,968
+18,912
| +105% | +$510K |
|
|
LCI
2524
DELISTED
Lannett Company, Inc.
LCI
| $1.02M | ﹤0.01% |
487,620
-21,174
| -4% | -$45.6K |
|
2525
Maui Land & Pineapple Co
MLP
$304M
| $1.01M | ﹤0.01% |
107,749
-8,400
| -7% | -$75.3K |
|
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.