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 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
ExxonMobil
XOM
|
+$321M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 20.34% |
| 2 | Technology | 16.84% |
| 3 | Consumer Discretionary | 12.66% |
| 4 | Industrials | 10.11% |
| 5 | Consumer Staples | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VBIV
3201
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $242K | ﹤0.01% |
26,647
+3,766
| +16% | +$53.4K |
|
3202
PEDEVCO
PED
$150M
| $241K | ﹤0.01% |
11,385
-2,760
| -20% | -$55K |
|
3203
Tango Therapeutics
TNGX
$4.31B
| $241K | ﹤0.01% |
60,900
+35,600
| +141% | +$207K |
|
3204
Verastem
VSTM
$604M
| $241K | ﹤0.01% |
48,283
-1,799
| -4% | -$11.4K |
|
3205
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
| $240K | ﹤0.01% |
+9,000
| New | +$250K |
|
3206
RxSight
RXST
$294M
| $239K | ﹤0.01% |
+14,300
| New | +$202K |
|
3207
Woori Financial
WF
$17.1B
| $239K | ﹤0.01% |
9,100
-3,931
| -30% | -$113K |
|
3208
Cocrystal Pharma
COCP
$15.4M
| $238K | ﹤0.01% |
119,828
+5,800
| +5% | +$12.9K |
|
3209
DarioHealth
DRIO
$72.9M
| $238K | ﹤0.01% |
2,892
+2,002
| +225% | +$197K |
|
3210
United Fire Group
UFCS
$1.37B
| $238K | ﹤0.01% |
+8,983
| New | +$256K |
|
|
SFT
3211
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
| $238K | ﹤0.01% |
212,372
+41,158
| +24% | +$83.7K |
|
3212
4D Molecular Therapeutics
FDMT
$621M
| $237K | ﹤0.01% |
13,800
-114,300
| -89% | -$2.22M |
|
|
BRSP
3213
BrightSpire Capital
BRSP
$628M
| $236K | ﹤0.01% |
40,000
-79,600
| -67% | -$546K |
|
|
AMBR
3214
Amber International Holding Ltd
AMBR
$124M
| $236K | ﹤0.01% |
64,903
+15,700
| +32% | +$60.2K |
|
|
ICAD
3215
DELISTED
iCAD Inc
ICAD
| $234K | ﹤0.01% |
189,089
+38,956
| +26% | +$80.9K |
|
3216
InvenTrust Properties
IVT
$2.59B
| $234K | ﹤0.01% |
+10,000
| New | +$236K |
|
3217
Avalon Holdings
AWX
$10.9M
| $231K | ﹤0.01% |
87,010
-1,300
| -1% | -$3.63K |
|
3218
Global Indemnity Group
GBLI
$409M
| $231K | ﹤0.01% |
8,214
-4,200
| -34% | -$118K |
|
3219
HireQuest
HQI
$231M
| $231K | ﹤0.01% |
10,700
-19,143
| -64% | -$406K |
|
|
EAR
3220
DELISTED
Eargo, Inc. Common Stock
EAR
| $230K | ﹤0.01% |
49,180
-2,996
| -6% | -$24.9K |
|
3221
MarketWise
MKTW
$55.5M
| $228K | ﹤0.01% |
6,165
+300
| +5% | +$12.1K |
|
3222
Schwab US Dividend Equity ETF
SCHD
$108B
| $227K | ﹤0.01% |
9,300
-54,000
| -85% | -$1.35M |
|
3223
MIND Technology
MIND
$42.4M
| $226K | ﹤0.01% |
48,829
+1,129
| +2% | +$6.24K |
|
3224
Stock Yards Bancorp
SYBT
$2.64B
| $226K | ﹤0.01% |
4,090
-700
| -15% | -$40.9K |
|
3225
Vanguard Russell 1000 Growth ETF
VONG
$46.2B
| $226K | ﹤0.01% |
+3,600
| New | +$213K |
|
Similar funds
Jim Simons's Q1 2023 Portfolio in Review
As of Q1 2023, Jim Simons held 4,600 positions worth $75.4B, up 3.1% from $73.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q1 2023 filing shows 524 new, 1,665 increased, 1,689 reduced and 668 closed positions. Its largest new stake was Honeywell: 1,937,917 shares worth $349M. The largest sale was Apple, an estimated $1.05B.
By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Discretionary.
- Jim Simons's largest Q1 2023 buy was Honeywell: 1,937,917 shares worth $349M.
- Jim Simons added most to First Republic Bank in Q1 2023, an estimated $734M increase.
- Jim Simons's biggest Q1 2023 reduction was Apple, cutting an estimated $1.05B.
- Jim Simons fully exited Advanced Micro Devices in Q1 2023, selling an estimated $447M.
- Jim Simons's ten largest holdings make up 11% of its $75.4B portfolio in Q1 2023.
- Jim Simons opened 524 new positions and closed 668 in Q1 2023.
- Jim Simons's portfolio value rose 3.1% quarter-over-quarter to $75.4B.
Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.