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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
SEV
3451
DELISTED
Sono Group N.V. Common Shares
SEV
$114K ﹤0.01%
+310,081
New +$240K
SPWH icon
3452
Sportsman's Warehouse
SPWH
$46.8M
$113K ﹤0.01%
+13,356
New +$122K
SBDS
3453
DELISTED
Solo Brands Inc
SBDS
$113K ﹤0.01%
395
+102
+35% +$19.6K
APVO icon
3454
Aptevo Therapeutics
APVO
$5.16M
– –
0
– –
DOMH icon
3455
Dominari Holdings
DOMH
$70.3M
$112K ﹤0.01%
34,926
+1,400
+4% +$5.27K
LVLU icon
3456
Lulu's Fashion Lounge
LVLU
$44.3M
$112K ﹤0.01%
3,140
-2,807
-47% -$119K
TTNP
3457
DELISTED
Titan Pharmaceuticals
TTNP
$112K ﹤0.01%
6,771
+50
+0.7% +$895
AYTU icon
3458
AYTU BioPharma
AYTU
$24.7M
$111K ﹤0.01%
49,623
-57,416
-54% -$168K
NOVN
3459
DELISTED
Novan, Inc. Common Stock
NOVN
$111K ﹤0.01%
85,374
-71,300
-46% -$99K
GRNA
3460
DELISTED
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
$111K ﹤0.01%
+256,300
New +$197K
CZWI icon
3461
Citizens Community Bancorp
CZWI
$204M
$110K ﹤0.01%
10,400
-17,166
-62% -$207K
STKH
3462
Steakholder Foods
STKH
$1.7M
$110K ﹤0.01%
129
+9
+8% +$9.72K
WDH
3463
Waterdrop
WDH
$359M
$110K ﹤0.01%
36,700
-19,600
-35% -$59.3K
WHLM
3464
DELISTED
Wilhelmina International, Inc
WHLM
$110K ﹤0.01%
25,300
-8,100
-24% -$34.5K
ATHX
3465
DELISTED
Athersys, Inc. Common Stock
ATHX
$110K ﹤0.01%
89,036
-10,900
-11% -$15.5K
PAVS icon
3466
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
CCM
3467
Concord Medical Services
CCM
$20M
$108K ﹤0.01%
8,640
-1,670
-16% -$22.7K
SKIL icon
3468
Skillsoft
SKIL
$78.4M
$108K ﹤0.01%
2,710
+1,205
+80% +$43.1K
SNCE
3469
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
$108K ﹤0.01%
19,104
+8,837
+86% +$67.1K
GHLD
3470
DELISTED
Guild Holdings
GHLD
$107K ﹤0.01%
+10,300
New +$115K
HLLY icon
3471
Holley
HLLY
$362M
$107K ﹤0.01%
39,200
-17,000
-30% -$43.4K
QIPT
3472
DELISTED
Quipt Home Medical
QIPT
$107K ﹤0.01%
+15,200
New +$93.6K
TEO icon
3473
Telecom Argentina
TEO
$5.75B
$107K ﹤0.01%
+21,400
New +$117K
QNTM
3474
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$20.8M
$107K ﹤0.01%
1,062
+151
+17% +$13K
ARMP icon
3475
Armata Pharmaceuticals
ARMP
$177M
$106K ﹤0.01%
63,196
-10,500
-14% -$24.4K
137 138
139
140 141

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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.