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 | |
|---|---|---|---|---|---|---|
2826
AquaBounty Technologies
AQB
$7.67M
| $617K | ﹤0.01% |
40,405
+335
| +0.8% | +$4.56K |
|
2827
Kite Realty
KRG
$5.3B
| $617K | ﹤0.01% |
29,300
-34,400
| -54% | -$701K |
|
2828
Oak Valley Bancorp
OVLY
$287M
| $617K | ﹤0.01% |
27,225
-3,931
| -13% | -$77.2K |
|
2829
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.54B
| $615K | ﹤0.01% |
+98,400
| New | +$1.25M |
|
|
TECX
2830
Tectonic Therapeutic
TECX
$682M
| $615K | ﹤0.01% |
71,856
-29,989
| -29% | -$264K |
|
|
LUNA
2831
DELISTED
Luna Innovations Incorporated
LUNA
| $615K | ﹤0.01% |
70,001
-66,800
| -49% | -$423K |
|
2832
1stdibs.com
DIBS
$165M
| $614K | ﹤0.01% |
120,900
+2,400
| +2% | +$14.5K |
|
2833
Trevi Therapeutics
TRVI
$2.63B
| $614K | ﹤0.01% |
318,000
-101,187
| -24% | -$199K |
|
2834
CVRx
CVRX
$82.1M
| $611K | ﹤0.01% |
33,300
-30,500
| -48% | -$376K |
|
|
MPX
2835
DELISTED
Marine Products Corp
MPX
| $611K | ﹤0.01% |
51,902
-900
| -2% | -$9.47K |
|
|
GAN
2836
DELISTED
GAN Ltd
GAN
| $608K | ﹤0.01% |
405,410
-125,400
| -24% | -$211K |
|
|
CBD
2837
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $608K | ﹤0.01% |
196,100
-5,600
| -3% | -$20.4K |
|
2838
Dream Finders Homes
DFH
$1.42B
| $607K | ﹤0.01% |
+70,145
| New | +$703K |
|
2839
Neurogene
NGNE
$723M
| $607K | ﹤0.01% |
59,672
-12,431
| -17% | -$128K |
|
2840
Vanguard Morningstar Small-Cap ETF
VB
$83.6B
| $606K | ﹤0.01% |
+3,300
| New | +$612K |
|
2841
Vanguard World Funds Extended Duration ETF
EDV
$3.45B
| $605K | ﹤0.01% |
+7,300
| New | +$615K |
|
2842
Champions Oncology
CSBR
$70.4M
| $604K | ﹤0.01% |
133,891
-9,058
| -6% | -$59.2K |
|
2843
Northwest Natural Holdings
NWN
$2.14B
| $604K | ﹤0.01% |
+12,700
| New | +$595K |
|
2844
Cognex
CGNX
$11B
| $603K | ﹤0.01% |
12,800
-22,200
| -63% | -$1.04M |
|
2845
First Trust Preferred Securities and Income ETF
FPE
$6.34B
| $603K | ﹤0.01% |
+35,900
| New | +$602K |
|
2846
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $601K | ﹤0.01% |
+7,100
| New | +$587K |
|
2847
Viant Technology
DSP
$275M
| $600K | ﹤0.01% |
149,300
-9,300
| -6% | -$37.5K |
|
|
EAR
2848
DELISTED
Eargo, Inc. Common Stock
EAR
| $600K | ﹤0.01% |
52,176
-486
| -0.9% | -$6.25K |
|
2849
iShares US Financial Services ETF
IYG
$2.23B
| $599K | ﹤0.01% |
11,400
+4,500
| +65% | +$236K |
|
2850
Avantis US Equity ETF
AVUS
$14.5B
| $598K | ﹤0.01% |
8,800
+3,800
| +76% | +$260K |
|
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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.