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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
DBEF icon
3201
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.42B
$308K ﹤0.01%
+9,200
New +$328K
SPGP icon
3202
Invesco S&P 500 GARP ETF
SPGP
$2.33B
$307K ﹤0.01%
+4,100
New +$341K
YRD
3203
Yiren Digital
YRD
$104M
$307K ﹤0.01%
286,965
-32,700
-10% -$41.1K
PNT
3204
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
$307K ﹤0.01%
+39,700
New +$337K
IYH icon
3205
iShares US Healthcare ETF
IYH
$3.75B
$304K ﹤0.01%
+6,000
New +$324K
AHG
3206
Akso Health Group
AHG
$1.07B
$303K ﹤0.01%
334,298
-121,150
-27% -$129K
ARDX icon
3207
Ardelyx
ARDX
$1.03B
$303K ﹤0.01%
254,249
+45,256
+22% +$43.1K
LDUR icon
3208
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$303K ﹤0.01%
+3,200
New +$306K
MSBI icon
3209
Midland States Bancorp
MSBI
$695M
$302K ﹤0.01%
12,800
-23,008
-64% -$594K
ARAV
3210
DELISTED
Aravive, Inc. Common Stock
ARAV
$302K ﹤0.01%
369,829
-5,116
-1% -$4.4K
BBUC
3211
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.12B
$301K ﹤0.01%
13,600
-1,300
-9% -$32K
UDMY
3212
DELISTED
Udemy
UDMY
$300K ﹤0.01%
24,800
+14,100
+132% +$188K
STER
3213
DELISTED
Sterling Check Corp. Common Stock
STER
$300K ﹤0.01%
+17,000
New +$338K
FNDC icon
3214
Schwab Fundamental International Small Company Index ETF
FNDC
$3.18B
$299K ﹤0.01%
10,980
-3,120
-22% -$95K
SND icon
3215
Smart Sand
SND
$218M
$299K ﹤0.01%
191,767
+88,267
+85% +$168K
LYEL icon
3216
Lyell Immunopharma
LYEL
$339M
$298K ﹤0.01%
2,035
-475
-19% -$64.3K
YI
3217
111 Inc
YI
$33.4M
$298K ﹤0.01%
11,135
+230
+2% +$6.2K
APTO
3218
DELISTED
Aptose Biosciences, Inc.
APTO
$296K ﹤0.01%
1,104
+133
+14% +$45.8K
ARMP icon
3219
Armata Pharmaceuticals
ARMP
$163M
$295K ﹤0.01%
69,796
-10,200
-13% -$41.1K
IRON icon
3220
Disc Medicine
IRON
$3.01B
$295K ﹤0.01%
5,995
-3,358
-36% -$158K
FRPH icon
3221
FRP Holdings
FRPH
$425M
$294K ﹤0.01%
10,800
-2,000
-16% -$58.3K
RSPT icon
3222
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.99B
$294K ﹤0.01%
13,000
+1,000
+8% +$25.6K
LTCH
3223
DELISTED
Latch, Inc. Common Stock
LTCH
$294K ﹤0.01%
308,100
-378,100
-55% -$434K
TPG icon
3224
TPG
TPG
$8.57B
$292K ﹤0.01%
10,500
-201,400
-95% -$5.82M
CBIO
3225
Crescent Biopharma
CBIO
$613M
$290K ﹤0.01%
5,263
-401
-7% -$28.8K
127 128
129
130 131

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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.