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 | |
|---|---|---|---|---|---|---|
3001
Fluence Energy
FLNC
$2.43B
| $453K | ﹤0.01% |
26,400
-96,600
| -79% | -$1.52M |
|
3002
Denison Mines
DNN
$2.92B
| $452K | ﹤0.01% |
+393,513
| New | +$466K |
|
|
CONN
3003
DELISTED
Conn's Inc.
CONN
| $452K | ﹤0.01% |
+65,654
| New | +$518K |
|
3004
Astronics
ATRO
$4.61B
| $450K | ﹤0.01% |
52,440
+240
| +0.5% | +$1.77K |
|
3005
Ingredion
INGR
$6.63B
| $450K | ﹤0.01% |
4,600
-7,000
| -60% | -$646K |
|
3006
Mission Produce
AVO
$1.15B
| $449K | ﹤0.01% |
38,600
+7,500
| +24% | +$115K |
|
3007
Electromed
ELMD
$341M
| $449K | ﹤0.01% |
42,804
-5,100
| -11% | -$51.9K |
|
|
MKFG
3008
DELISTED
Markforged Holding Corporation
MKFG
| $449K | ﹤0.01% |
38,744
+7,261
| +23% | +$111K |
|
3009
Amcor
AMCR
$21.3B
| $448K | ﹤0.01% |
7,520
+4,680
| +165% | +$273K |
|
3010
Capital Bancorp
CBNK
$613M
| $447K | ﹤0.01% |
19,002
-13,998
| -42% | -$338K |
|
3011
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
| $447K | ﹤0.01% |
20,700
-69,900
| -77% | -$1.45M |
|
3012
Atossa Therapeutics
ATOS
$25.9M
| $446K | ﹤0.01% |
56,318
-16,729
| -23% | -$192K |
|
|
ZYNE
3013
DELISTED
Zynerba Pharmaceuticals, Inc
ZYNE
| $445K | ﹤0.01% |
840,500
-269,535
| -24% | -$171K |
|
3014
Perma-Fix Environmental Services
PESI
$368M
| $443K | ﹤0.01% |
125,496
+9,133
| +8% | +$35.1K |
|
3015
Vanguard Materials ETF
VAW
$3.07B
| $443K | ﹤0.01% |
2,600
+900
| +53% | +$151K |
|
3016
Veru
VERU
$46.5M
| $443K | ﹤0.01% |
8,394
-32,320
| -79% | -$2.66M |
|
3017
Scully Royalty
SRL
$89.4M
| $442K | ﹤0.01% |
57,314
-5,800
| -9% | -$45.1K |
|
3018
Celcuity
CELC
$4.49B
| $441K | ﹤0.01% |
31,456
-25,100
| -44% | -$257K |
|
3019
FormFactor
FORM
$10.3B
| $440K | ﹤0.01% |
19,788
-44,080
| -69% | -$1.03M |
|
|
TCS
3020
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $439K | ﹤0.01% |
6,787
-16,626
| -71% | -$1.2M |
|
3021
Fidelity D&D Bancorp
FDBC
$324M
| $438K | ﹤0.01% |
9,300
-1,490
| -14% | -$68.1K |
|
3022
Grupo Cibest SA
CIB
$22.8B
| $437K | ﹤0.01% |
+15,300
| New | +$395K |
|
3023
UNIFI
UFI
$120M
| $437K | ﹤0.01% |
50,734
-12,400
| -20% | -$107K |
|
3024
iShares Agency Bond ETF
AGZ
$565M
| $436K | ﹤0.01% |
+4,100
| New | +$436K |
|
|
ACHL
3025
DELISTED
Achilles Therapeutics
ACHL
| $436K | ﹤0.01% |
484,733
+403,700
| +498% | +$680K |
|
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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.