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 | |
|---|---|---|---|---|---|---|
2626
Reynolds Consumer Products
REYN
$5.53B
| $851K | ﹤0.01% |
28,400
-10,900
| -28% | -$327K |
|
2627
State Street
STT
$52.7B
| $850K | ﹤0.01% |
10,961
-190,539
| -95% | -$14M |
|
2628
ONE Gas
OGS
$5.09B
| $848K | ﹤0.01% |
+11,200
| New | +$864K |
|
|
LOMA
2629
Loma Negra
LOMA
$1.1B
| $846K | ﹤0.01% |
123,500
+112,500
| +1,023% | +$727K |
|
2630
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19.1B
| $846K | ﹤0.01% |
19,900
+3,800
| +24% | +$161K |
|
|
AZRE
2631
DELISTED
Azure Power Global Limited
AZRE
| $844K | ﹤0.01% |
195,796
-20,300
| -9% | -$106K |
|
|
LUMO
2632
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $842K | ﹤0.01% |
233,114
-17,399
| -7% | -$114K |
|
|
AINC
2633
DELISTED
Ashford Inc.
AINC
| $842K | ﹤0.01% |
60,653
-12,000
| -17% | -$179K |
|
2634
Curis
CRIS
$3.76M
| $841K | ﹤0.01% |
3,822
-1,350
| -26% | -$396K |
|
|
SY
2635
So-Young International
SY
$225M
| $841K | ﹤0.01% |
652,128
-218,033
| -25% | -$165K |
|
2636
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.69B
| $839K | ﹤0.01% |
9,400
-4,400
| -32% | -$372K |
|
2637
iShares Core S&P Small-Cap ETF
IJR
$114B
| $833K | ﹤0.01% |
+8,800
| New | +$844K |
|
2638
Legacy Housing
LEGH
$698M
| $833K | ﹤0.01% |
43,954
-20,088
| -31% | -$353K |
|
2639
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.48B
| $832K | ﹤0.01% |
+7,700
| New | +$847K |
|
2640
Interface
TILE
$2.19B
| $832K | ﹤0.01% |
84,300
-34,184
| -29% | -$359K |
|
2641
iShares US Consumer Staples ETF
IYK
$1.44B
| $831K | ﹤0.01% |
12,300
+6,300
| +105% | +$415K |
|
2642
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.29B
| $830K | ﹤0.01% |
9,500
-6,200
| -39% | -$555K |
|
2643
Boston Omaha
BOC
$421M
| $829K | ﹤0.01% |
31,300
-9,900
| -24% | -$260K |
|
2644
WisdomTree International SmallCap Dividend Fund
DLS
$1.09B
| $829K | ﹤0.01% |
+14,300
| New | +$794K |
|
2645
AC Immune
ACIU
$253M
| $826K | ﹤0.01% |
404,679
-30,200
| -7% | -$77.8K |
|
2646
Ocular Therapeutix
OCUL
$2.2B
| $826K | ﹤0.01% |
293,993
+279,200
| +1,887% | +$924K |
|
2647
Outset Medical
OM
$84.8M
| $826K | ﹤0.01% |
2,133
-1,194
| -36% | -$337K |
|
|
RAD
2648
DELISTED
Rite Aid Corporation
RAD
| $826K | ﹤0.01% |
247,300
-56,400
| -19% | -$268K |
|
|
MMX
2649
DELISTED
Maverix Metals Inc. Common Shares
MMX
| $825K | ﹤0.01% |
176,200
-96,382
| -35% | -$372K |
|
2650
Prelude Therapeutics
PRLD
$443M
| $824K | ﹤0.01% |
136,500
-6,900
| -5% | -$44.2K |
|
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.