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 | |
|---|---|---|---|---|---|---|
2776
Sonida Senior Living
SNDA
$1.88B
| $660K | ﹤0.01% |
52,791
-5,700
| -10% | -$85.6K |
|
2777
Third Coast Bancshares
TCBX
$768M
| $660K | ﹤0.01% |
35,800
+1,700
| +5% | +$31.5K |
|
|
CLSD
2778
DELISTED
Clearside Biomedical
CLSD
| $658K | ﹤0.01% |
39,159
-4,740
| -11% | -$85.4K |
|
2779
Schwab US REIT ETF
SCHH
$11.4B
| $656K | ﹤0.01% |
34,000
-152,000
| -82% | -$2.93M |
|
2780
Comstock Holding Companies
CHCI
$175M
| $655K | ﹤0.01% |
154,064
-10,200
| -6% | -$42.4K |
|
2781
Sana Biotechnology
SANA
$1.06B
| $655K | ﹤0.01% |
165,700
-652,300
| -80% | -$3.19M |
|
2782
GeneDx Holdings
WGS
$2.33B
| $655K | ﹤0.01% |
75,248
+67,360
| +854% | +$1.48M |
|
2783
Assembly Biosciences
ASMB
$653M
| $654K | ﹤0.01% |
41,949
+18,432
| +78% | +$315K |
|
2784
Unisys
UIS
$209M
| $654K | ﹤0.01% |
+128,022
| New | +$803K |
|
|
LOAN
2785
Manhattan Bridge Capital
LOAN
$47.1M
| $653K | ﹤0.01% |
122,513
-15,915
| -11% | -$88.3K |
|
|
AAIC
2786
DELISTED
Arlington Asset Investment Corp.
AAIC
| $653K | ﹤0.01% |
222,849
-16,200
| -7% | -$47.9K |
|
2787
Olema Pharmaceuticals
OLMA
$930M
| $652K | ﹤0.01% |
266,200
-114,300
| -30% | -$333K |
|
2788
iShares Global Energy ETF
IXC
$2.77B
| $651K | ﹤0.01% |
+16,700
| New | +$654K |
|
2789
Nortech Systems
NSYS
$33.8M
| $651K | ﹤0.01% |
53,159
-2,700
| -5% | -$33.3K |
|
2790
Sprott Uranium Miners ETF
URNM
$2B
| $651K | ﹤0.01% |
+20,500
| New | +$668K |
|
|
LITS
2791
Lite Strategy Inc
LITS
$30.2M
| $649K | ﹤0.01% |
133,218
-2,590
| -2% | -$16.9K |
|
2792
Ultralife
ULBI
$125M
| $649K | ﹤0.01% |
168,090
-11,800
| -7% | -$54.4K |
|
|
MRNS
2793
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $648K | ﹤0.01% |
162,700
-30,625
| -16% | -$151K |
|
2794
Kopin
KOPN
$1.02B
| $645K | ﹤0.01% |
519,768
-235,907
| -31% | -$292K |
|
2795
Karyopharm Therapeutics
KPTI
$45.8M
| $644K | ﹤0.01% |
12,620
-7,933
| -39% | -$550K |
|
|
VAPO
2796
DELISTED
Vapotherm, Inc. Common Stock
VAPO
| $642K | ﹤0.01% |
29,724
-1,200
| -4% | -$13.7K |
|
|
OPOF
2797
DELISTED
Old Point Financial
OPOF
| $641K | ﹤0.01% |
23,735
-4,148
| -15% | -$105K |
|
|
RAPT
2798
DELISTED
RAPT Therapeutics
RAPT
| $640K | ﹤0.01% |
4,038
+325
| +9% | +$52K |
|
2799
iShares Core MSCI Pacific ETF
IPAC
$2.78B
| $639K | ﹤0.01% |
+11,900
| New | +$615K |
|
2800
Vanguard Information Technology ETF
VGT
$150B
| $639K | ﹤0.01% |
16,000
-91,200
| -85% | -$3.72M |
|
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.