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 | 20.81% |
| 2 | Technology | 15.51% |
| 3 | Consumer Discretionary | 11.84% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Cosan
CSAN
$2.54B
| $66.1M | 0.09% |
5,061,380
-399,702
| -7% | -$5.14M |
|
252
Duke Energy
DUK
$96.1B
| $65.9M | 0.09% |
639,862
-150,950
| -19% | -$14.5M |
|
253
Liberty Global Class A
LBTYA
$3.48B
| $65.6M | 0.09% |
3,464,452
+64,700
| +2% | +$1.18M |
|
254
BioMarin Pharmaceuticals
BMRN
$13.5B
| $65.2M | 0.09% |
630,271
-114,200
| -15% | -$10.7M |
|
255
Usana Health Sciences
USNA
$254M
| $65.2M | 0.09% |
1,224,997
-82,800
| -6% | -$4.49M |
|
256
CDW
CDW
$16.9B
| $65.1M | 0.09% |
364,598
-96,800
| -21% | -$17M |
|
257
e.l.f. Beauty
ELF
$5.61B
| $64.7M | 0.09% |
1,170,600
+67,900
| +6% | +$3.33M |
|
258
Range Resources
RRC
$9.5B
| $64.5M | 0.09% |
2,577,583
+682,600
| +36% | +$18.7M |
|
259
Colliers International
CIGI
$5.3B
| $64.3M | 0.09% |
698,300
-65,700
| -9% | -$6.1M |
|
260
SBA Communications
SBAC
$19.3B
| $64M | 0.09% |
228,349
+133,300
| +140% | +$37.1M |
|
261
Simon Property Group
SPG
$71B
| $64M | 0.09% |
544,393
+48,993
| +10% | +$5.45M |
|
262
Lumen
LUMN
$6.58B
| $63.7M | 0.09% |
+12,194,403
| New | +$74.9M |
|
|
PARA
263
DELISTED
Paramount Global Class B
PARA
| $63.6M | 0.09% |
+3,769,197
| New | +$69.3M |
|
|
WNS
264
DELISTED
WNS Holdings
WNS
| $63.5M | 0.09% |
793,900
+14,000
| +2% | +$1.15M |
|
265
Costco
COST
$419B
| $63.4M | 0.09% |
138,983
-584,608
| -81% | -$286M |
|
266
Telus
TU
$15.2B
| $63.3M | 0.09% |
3,280,066
-140,400
| -4% | -$2.9M |
|
267
Royal Caribbean
RCL
$82.1B
| $63.3M | 0.09% |
1,280,200
+1,230,400
| +2,471% | +$64.5M |
|
|
EXE
268
Expand Energy Corp
EXE
$22.7B
| $62.6M | 0.09% |
663,420
-408,400
| -38% | -$40.5M |
|
269
Progressive
PGR
$123B
| $62.4M | 0.09% |
481,300
+87,700
| +22% | +$11.1M |
|
|
CTRA
270
DELISTED
Coterra Energy
CTRA
| $61.4M | 0.08% |
+2,500,109
| New | +$69M |
|
271
Pacira BioSciences
PCRX
$972M
| $61.3M | 0.08% |
1,587,097
-166,400
| -9% | -$8.1M |
|
|
MZTI
272
The Marzetti Company
MZTI
$3.15B
| $61.2M | 0.08% |
310,379
+2,916
| +0.9% | +$554K |
|
273
Church & Dwight Co
CHD
$24.4B
| $61.2M | 0.08% |
759,076
-28,200
| -4% | -$2.16M |
|
274
American Electric Power
AEP
$67.3B
| $61.1M | 0.08% |
643,300
-1,406,400
| -69% | -$128M |
|
275
PLDT
PHI
$4.23B
| $61.1M | 0.08% |
2,678,561
-139,800
| -5% | -$3.7M |
|
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.