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 | |
|---|---|---|---|---|---|---|
|
ITI
2551
DELISTED
Iteris, Inc.
ITI
| $967K | ﹤0.01% |
310,985
-125,800
| -29% | -$368K |
|
2552
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
| $965K | ﹤0.01% |
+51,700
| New | +$935K |
|
2553
Stoke Therapeutics
STOK
$2.02B
| $965K | ﹤0.01% |
104,600
-22,200
| -18% | -$231K |
|
|
MTTR
2554
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $963K | ﹤0.01% |
+343,964
| New | +$1.1M |
|
2555
Liberty Latin America Class A
LILA
$1.69B
| $962K | ﹤0.01% |
188,061
+42,541
| +29% | +$217K |
|
2556
Spruce Power Holding Corp
SPRU
$33.8M
| $962K | ﹤0.01% |
130,788
-54,362
| -29% | -$386K |
|
2557
Tarsus Pharmaceuticals
TARS
$3.04B
| $962K | ﹤0.01% |
65,600
-3,900
| -6% | -$64.5K |
|
2558
STAAR Surgical
STAA
$1.3B
| $961K | ﹤0.01% |
19,800
-27,700
| -58% | -$1.74M |
|
|
NAGE
2559
Niagen Bioscience
NAGE
$239M
| $959K | ﹤0.01% |
570,900
-47,310
| -8% | -$75K |
|
2560
MGE Energy Inc
MGEE
$3.09B
| $957K | ﹤0.01% |
13,600
-19,344
| -59% | -$1.33M |
|
2561
First US Bancshares
FUSB
$90.6M
| $956K | ﹤0.01% |
110,121
-12,058
| -10% | -$99.4K |
|
|
TIG
2562
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
| $956K | ﹤0.01% |
159,300
+87,400
| +122% | +$304K |
|
|
NREF
2563
NexPoint Real Estate Finance
NREF
$319M
| $955K | ﹤0.01% |
60,100
-10,900
| -15% | -$188K |
|
2564
Urban One Class D
UONEK
$23.4M
| $949K | ﹤0.01% |
25,250
-1,500
| -6% | -$66.6K |
|
|
FRGI
2565
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $949K | ﹤0.01% |
129,100
-11,800
| -8% | -$78.9K |
|
2566
Lindblad Expeditions
LIND
$2.2B
| $948K | ﹤0.01% |
123,113
+108,113
| +721% | +$913K |
|
2567
Carter Bankshares
CARE
$757M
| $945K | ﹤0.01% |
56,948
+4,948
| +10% | +$86.7K |
|
2568
Larimar Therapeutics
LRMR
$453M
| $945K | ﹤0.01% |
228,774
-67,593
| -23% | -$231K |
|
2569
International Money Express
IMXI
$441M
| $943K | ﹤0.01% |
38,700
-51,100
| -57% | -$1.17M |
|
|
MREO
2570
Mereo BioPharma
MREO
$50.9M
| $943K | ﹤0.01% |
1,257,369
+23,755
| +2% | +$19.5K |
|
2571
Zymeworks
ZYME
$1.78B
| $943K | ﹤0.01% |
120,000
+62,223
| +108% | +$437K |
|
|
CTEV
2572
Claritev Corp
CTEV
$646M
| $942K | ﹤0.01% |
20,470
+3,227
| +19% | +$258K |
|
2573
Robinhood
HOOD
$85.9B
| $941K | ﹤0.01% |
115,600
-18,900
| -14% | -$185K |
|
2574
LENSAR
LNSR
$101M
| $939K | ﹤0.01% |
317,395
-14,100
| -4% | -$58.4K |
|
|
AFMD
2575
DELISTED
Affimed
AFMD
| $937K | ﹤0.01% |
75,592
+61,644
| +442% | +$1.08M |
|
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.