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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
GRTS
3376
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
$204K ﹤0.01%
79,500
-425,373
-84% -$1.35M
SRGA
3377
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
$204K ﹤0.01%
58,670
-35,875
-38% -$137K
KW
3378
DELISTED
Kennedy-Wilson Holdings
KW
$203K ﹤0.01%
+13,100
New +$245K
SIDU icon
3379
Sidus Space
SIDU
$259M
$203K ﹤0.01%
+961
New +$289K
BBGI icon
3380
Beasley Broadcasting Group
BBGI
$39.3M
$202K ﹤0.01%
9,341
-2,400
-20% -$59.7K
VERI icon
3381
Veritone
VERI
$139M
$202K ﹤0.01%
35,900
-130,426
-78% -$917K
VTYX
3382
DELISTED
Ventyx Biosciences
VTYX
$202K ﹤0.01%
+5,800
New +$128K
SGHT icon
3383
Sight Sciences
SGHT
$458M
$201K ﹤0.01%
31,586
+3,286
+12% +$27.8K
BGRY
3384
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$201K ﹤0.01%
118,300
-192,673
-62% -$384K
IHDG icon
3385
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.26B
$200K ﹤0.01%
+5,575
New +$216K
LYRA
3386
DELISTED
LYRA THERAPEUTICS INC
LYRA
$200K ﹤0.01%
800
-20
-2% -$5.92K
ADV icon
3387
Advantage Solutions
ADV
$399M
$199K ﹤0.01%
3,740
-28
-0.7% -$2.58K
SHIP icon
3388
Seanergy Maritime Holdings
SHIP
$360M
$199K ﹤0.01%
42,060
-90,477
-68% -$581K
USCB icon
3389
USCB Financial Holdings
USCB
$415M
$199K ﹤0.01%
15,200
+100
+0.7% +$1.29K
APTX
3390
DELISTED
Aptinyx Inc. Common Stock
APTX
$199K ﹤0.01%
541,026
-27,888
-5% -$14K
CLRO icon
3391
ClearOne Inc
CLRO
$15.2M
$198K ﹤0.01%
24,491
-3,805
-13% -$36.8K
ZSTK
3392
ZeroStack Corp
ZSTK
$19.3M
$198K ﹤0.01%
360
-439
-55% -$276K
SPRB
3393
Spruce Biosciences
SPRB
$135M
$196K ﹤0.01%
1,908
-111
-5% -$15.5K
NEPT
3394
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$196K ﹤0.01%
3,217
+360
+13% +$24.5K
BEDU
3395
DELISTED
Bright Scholar Education Holdings
BEDU
$194K ﹤0.01%
65,799
-9,776
-13% -$31.6K
RBCN
3396
DELISTED
Rubicon Technology, Inc.
RBCN
$194K ﹤0.01%
90,671
-4,008
-4% -$43.3K
BBLN
3397
DELISTED
Babylon Holdings Limited
BBLN
$193K ﹤0.01%
16,312
-7,382
-31% -$151K
SRTA
3398
Strata Critical Medical Inc
SRTA
$533M
$192K ﹤0.01%
47,600
+26,000
+120% +$134K
ELTX icon
3399
Elicio Therapeutics
ELTX
$82.7M
$192K ﹤0.01%
20,898
-452
-2% -$4.72K
HOOK
3400
DELISTED
HOOKIPA Pharma
HOOK
$191K ﹤0.01%
14,220
+4,750
+50% +$72.9K
134 135
136
137 138

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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.