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 | |
|---|---|---|---|---|---|---|
3176
Banco Macro
BMA
$4.96B
| $335K | ﹤0.01% |
20,400
-35,072
| -63% | -$503K |
|
3177
Citizens Community Bancorp
CZWI
$204M
| $332K | ﹤0.01% |
27,566
+8,751
| +47% | +$112K |
|
3178
First Trust Financials AlphaDEX Fund
FXO
$1.15B
| $332K | ﹤0.01% |
+8,100
| New | +$333K |
|
|
OSG
3179
Octave Specialty Group
OSG
$217M
| $330K | ﹤0.01% |
18,944
-41,956
| -69% | -$623K |
|
3180
Elbit Systems
ESLT
$36.8B
| $328K | ﹤0.01% |
+2,000
| New | +$375K |
|
3181
ThredUp
TDUP
$406M
| $328K | ﹤0.01% |
250,212
+161,712
| +183% | +$222K |
|
3182
CuriosityStream
CURI
$221M
| $326K | ﹤0.01% |
286,400
-166,534
| -37% | -$216K |
|
3183
Rafael Holdings
RFL
$100M
| $326K | ﹤0.01% |
176,577
-114,472
| -39% | -$209K |
|
3184
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $326K | ﹤0.01% |
6,900
-4,400
| -39% | -$209K |
|
3185
Vanguard Consumer Staples ETF
VDC
$8.03B
| $326K | ﹤0.01% |
+1,700
| New | +$320K |
|
|
FARO
3186
DELISTED
Faro Technologies
FARO
| $325K | ﹤0.01% |
11,042
-28,200
| -72% | -$838K |
|
|
QIWI
3187
DELISTED
QIWI PLC
QIWI
| $324K | ﹤0.01% |
571,151
| – | – |
|
3188
Citius Pharmaceuticals
CTXR
$21.3M
| $323K | ﹤0.01% |
16,367
+736
| +5% | +$20.1K |
|
|
JBGS
3189
JBG SMITH
JBGS
$687M
| $323K | ﹤0.01% |
17,000
-80,700
| -83% | -$1.56M |
|
|
PW
3190
Power REIT
PW
$2.94M
| $323K | ﹤0.01% |
8,180
-820
| -9% | -$59.7K |
|
|
SDPI
3191
DELISTED
Superior Drilling Products Inc.
SDPI
| $323K | ﹤0.01% |
350,994
-4,547
| -1% | -$3.57K |
|
3192
GoDaddy
GDDY
$12.2B
| $322K | ﹤0.01% |
4,300
-2,400
| -36% | -$180K |
|
|
SAL
3193
DELISTED
Salisbury Bancorp, Inc.
SAL
| $320K | ﹤0.01% |
10,187
-9,012
| -47% | -$253K |
|
3194
iShares MSCI Germany ETF
EWG
$1.68B
| $319K | ﹤0.01% |
12,900
-6,500
| -34% | -$151K |
|
3195
TTM Technologies
TTMI
$14.6B
| $318K | ﹤0.01% |
21,069
-287,100
| -93% | -$4.26M |
|
3196
iShares MSCI Spain ETF
EWP
$2.22B
| $314K | ﹤0.01% |
+13,000
| New | +$295K |
|
3197
First Guaranty Bancshares
FGBI
$137M
| $314K | ﹤0.01% |
13,406
-700
| -5% | -$16.2K |
|
3198
Vanguard High Dividend Yield ETF
VYM
$83.9B
| $314K | ﹤0.01% |
2,900
-28,400
| -91% | -$3.02M |
|
|
CGRN
3199
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $314K | ﹤0.01% |
216,841
-9,500
| -4% | -$16.4K |
|
3200
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
| $312K | ﹤0.01% |
+6,500
| New | +$311K |
|
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.