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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
+7.5%
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
$75.4B
AUM Growth
+$2.26B
Cap. Flow
-$978M
Cap. Flow %
-1.3%
Top 10 Hldgs %
10.8%
Holding
4,600
New
524
Increased
1,665
Reduced
1,689
Closed
668

Top Buys

Rank Stock Value
1
FRC
First Republic Bank
FRC
+$734M
2
BA icon
Boeing
BA
+$493M
3
PFE icon
Pfizer
PFE
+$478M
4
UNH icon
UnitedHealth
UNH
+$440M
5
HON icon
Honeywell
HON
+$364M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.05B
2
AMD icon
Advanced Micro Devices
AMD
+$447M
3
TSM icon
TSMC
TSM
+$441M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
5
XOM icon
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
SYRS
3426
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$122K ﹤0.01%
45,835
-1,400
-3% -$5.43K
CMCT
3427
Creative Media & Community Trust
CMCT
$15M
$121K ﹤0.01%
+1
New +$122K
FINW icon
3428
FinWise Bancorp
FINW
$190M
$121K ﹤0.01%
13,700
+1,100
+9% +$10K
CVU icon
3429
CPI Aerostructures
CVU
$75M
$120K ﹤0.01%
31,700
+12,600
+66% +$47.1K
FGNX
3430
FG Nexus Inc
FGNX
$43.5M
$120K ﹤0.01%
367
– –
SOPH icon
3431
SOPHiA GENETICS
SOPH
$649M
$120K ﹤0.01%
24,100
+2,600
+12% +$8.42K
ALLG
3432
DELISTED
Allego N.V.
ALLG
$120K ﹤0.01%
+49,845
New +$182K
ENG
3433
DELISTED
ENGlobal Corp
ENG
$120K ﹤0.01%
31,350
+26,062
+493% +$156K
LTRN icon
3434
Lantern Pharma
LTRN
$33.6M
$119K ﹤0.01%
24,600
+3,500
+17% +$18.4K
POWW icon
3435
Outdoor Holding Co
POWW
$255M
$119K ﹤0.01%
+60,400
New +$125K
BBGI icon
3436
Beasley Broadcasting Group
BBGI
$44.7M
$118K ﹤0.01%
7,216
-107
-1% -$2.27K
ZSTK
3437
ZeroStack Corp
ZSTK
$19.3M
$118K ﹤0.01%
514
-66
-11% -$16.6K
ASLN
3438
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$118K ﹤0.01%
5,125
-1,438
-22% -$38.9K
CZOO
3439
DELISTED
Cazoo Group Ltd
CZOO
$118K ﹤0.01%
475
+151
+47% +$49.2K
AEY
3440
DELISTED
ADDvantage Technologies Group
AEY
$117K ﹤0.01%
10,550
-2,040
-16% -$28.7K
AIRS icon
3441
AirSculpt Technologies
AIRS
$244M
$116K ﹤0.01%
+23,000
New +$127K
IOBT
3442
DELISTED
IO Biotech
IOBT
$116K ﹤0.01%
61,700
+37,500
+155% +$93.5K
UK icon
3443
Ucommune International Ltd Class A Ordinary Shares
UK
$1.54M
$116K ﹤0.01%
+989
New +$146K
YQ
3444
17 Education & Technology Group
YQ
$23.2M
$116K ﹤0.01%
23,024
+1,433
+7% +$9.73K
AMRN
3445
Amarin Corp
AMRN
$299M
$115K ﹤0.01%
+3,835
New +$134K
MDV
3446
Modiv Industrial
MDV
$115K ﹤0.01%
+11,696
New +$128K
BRDS
3447
DELISTED
Bird Global, Inc.
BRDS
$115K ﹤0.01%
16,432
+12,048
+275% +$62.6K
STSA
3448
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
$115K ﹤0.01%
164,500
-89,600
-35% -$82.4K
CTRM icon
3449
Castor Maritime
CTRM
$21.8M
$114K ﹤0.01%
14,410
-19,625
-58% -$216K
PZG icon
3450
Paramount Gold Nevada
PZG
$127M
$114K ﹤0.01%
327,000
+201,405
+160% +$69.3K
136 137
138
139 140

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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.