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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
-4.35%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.46%
2 Technology 18.58%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.72%
5 Financials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MEC icon
3001
Mayville Engineering Co
MEC
$613M
$439K ﹤0.01%
67,397
-25,739
-28% -$185K
PRQR icon
3002
ProQR Therapeutics
PRQR
$267M
$439K ﹤0.01%
590,568
-338,432
-36% -$272K
TEAD
3003
Teads Holding Co
TEAD
$65.9M
$438K ﹤0.01%
120,100
-23,000
-16% -$112K
COFS icon
3004
Choiceone Financial
COFS
$513M
$437K ﹤0.01%
20,100
-8,400
-29% -$178K
RWO icon
3005
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$437K ﹤0.01%
11,300
– –
SID icon
3006
Companhia Siderúrgica Nacional
SID
$1.16B
$437K ﹤0.01%
183,600
-493,300
-73% -$1.36M
TXT icon
3007
Textron
TXT
$15.3B
$437K ﹤0.01%
7,500
-4,300
-36% -$273K
MTEM
3008
DELISTED
Molecular Templates, Inc.
MTEM
$437K ﹤0.01%
38,845
-5,502
-12% -$69.2K
MOG.B icon
3009
Moog Inc Class B
MOG.B
$436K ﹤0.01%
6,100
– –
SMG icon
3010
ScottsMiracle-Gro
SMG
$3.54B
$436K ﹤0.01%
+10,200
New +$732K
FDBC icon
3011
Fidelity D&D Bancorp
FDBC
$317M
$435K ﹤0.01%
10,790
-1,692
-14% -$68.4K
DCGO icon
3012
DocGo
DCGO
$66.1M
$434K ﹤0.01%
+43,700
New +$395K
TLH icon
3013
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$431K ﹤0.01%
3,960
+560
+16% +$66.3K
SLYV icon
3014
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.13B
$430K ﹤0.01%
+6,400
New +$481K
CYAN
3015
DELISTED
Cyanotech Corp
CYAN
$430K ﹤0.01%
199,079
-33,748
-14% -$88.6K
DOGZ icon
3016
Dogness International Corp
DOGZ
$17.1M
$429K ﹤0.01%
18,340
+1,452
+9% +$44.4K
GOSS icon
3017
Gossamer Bio
GOSS
$75.7M
$429K ﹤0.01%
35,800
-33,100
-48% -$411K
SPRO icon
3018
Spero Therapeutics
SPRO
$70.6M
$429K ﹤0.01%
214,700
-724,317
-77% -$720K
SPPI
3019
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
$429K ﹤0.01%
997,400
-193,649
-16% -$190K
XSVM icon
3020
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$676M
$428K ﹤0.01%
+10,400
New +$485K
KZR
3021
DELISTED
Kezar Life Sciences
KZR
$427K ﹤0.01%
4,965
-6,495
-57% -$631K
VINC
3022
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
$426K ﹤0.01%
15,435
-191
-1% -$5.5K
IGV icon
3023
iShares Expanded Tech-Software Sector ETF
IGV
$15B
$425K ﹤0.01%
+8,500
New +$483K
TASK icon
3024
TaskUs
TASK
$673M
$425K ﹤0.01%
+26,400
New +$466K
FRG
3025
DELISTED
Franchise Group, Inc.
FRG
$424K ﹤0.01%
17,469
-90,431
-84% -$2.97M
119 120
121
122 123

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.