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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
OGG
3476
Osisko Gold Group Inc.
OGG
$835M
$106K ﹤0.01%
+21,600
New +$102K
SGRP
3477
DELISTED
SPAR Group
SGRP
$106K ﹤0.01%
81,800
-7,700
-9% -$9.98K
TRAW icon
3478
Traws Pharma
TRAW
$9.14M
$106K ﹤0.01%
5,792
-914
-14% -$19.8K
ISUN
3479
DELISTED
iSun, Inc. Common Stock
ISUN
$106K ﹤0.01%
+102,486
New +$153K
PLUR icon
3480
Pluri
PLUR
$17.9M
$105K ﹤0.01%
12,888
+313
+2% +$2.59K
SUNE
3481
SUNation Energy
SUNE
$10.4M
– –
0
– –
FRLN
3482
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$105K ﹤0.01%
15,373
+2,280
+17% +$17.7K
ABEO icon
3483
Abeona Therapeutics
ABEO
$361M
$104K ﹤0.01%
36,837
-25,800
-41% -$67.4K
TRML
3484
DELISTED
Tourmaline Bio
TRML
$104K ﹤0.01%
5,540
+3,460
+166% +$57.1K
CLEU
3485
DELISTED
China Liberal Education Holdings
CLEU
$103K ﹤0.01%
9
-2
-18% -$29.8K
CPSH icon
3486
CPS Technologies
CPSH
$83M
$103K ﹤0.01%
36,032
+532
+1% +$1.53K
MOGU
3487
MOGU Inc
MOGU
$16.3M
$103K ﹤0.01%
31,557
+1,500
+5% +$3.98K
TANH icon
3488
Tantech Holdings
TANH
$5.27M
$103K ﹤0.01%
1,338
+82
+7% +$8.65K
SALM
3489
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$103K ﹤0.01%
94,500
-32,801
-26% -$39.8K
APWC icon
3490
Asia Pacific Wire & Cable
APWC
$61.8M
$102K ﹤0.01%
72,000
– –
WKEY
3491
WISeKey
WKEY
$81M
$102K ﹤0.01%
19,660
+40
+0.2% +$233
QXO
3492
QXO Inc
QXO
$16.1B
$102K ﹤0.01%
4,175
+75
+2% +$1.94K
DXYN
3493
DELISTED
Dixie Group Inc
DXYN
$102K ﹤0.01%
134,180
-6,320
-4% -$5.5K
SEAC
3494
DELISTED
Seachange International Inc
SEAC
$101K ﹤0.01%
13,873
+2,323
+20% +$21K
DMAC icon
3495
DiaMedica Therapeutics
DMAC
$364M
$99K ﹤0.01%
64,508
+30,889
+92% +$49K
ELEV
3496
DELISTED
Elevation Oncology
ELEV
$98K ﹤0.01%
51,500
-148,400
-74% -$191K
DBTX
3497
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
$98K ﹤0.01%
32,500
-3,894
-11% -$13.5K
CNVS icon
3498
Cineverse
CNVS
$68.2M
$97K ﹤0.01%
11,580
-761
-6% -$7.71K
BGMS
3499
Bio Green Med Solution Inc
BGMS
$5.11M
$97K ﹤0.01%
47
– –
EZGO
3500
EZGO Technologies
EZGO
$2.84M
– –
0
– –
138 139
140
141 142

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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.