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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
IMTE icon
3501
Integrated Media Technology
IMTE
$1.84M
$97K ﹤0.01%
21,256
-10
-0% -$65
MTEM
3502
DELISTED
Molecular Templates, Inc.
MTEM
$97K ﹤0.01%
16,988
-6,037
-26% -$40.8K
LYRA
3503
DELISTED
LYRA THERAPEUTICS INC
LYRA
$96K ﹤0.01%
957
+213
+29% +$26.4K
SIFY
3504
Sify Technologies
SIFY
$1.15B
$96K ﹤0.01%
12,761
-1,239
-9% -$11.7K
UPH
3505
DELISTED
UpHealth, Inc.
UPH
$96K ﹤0.01%
64,156
+3,800
+6% +$8.39K
MDNA
3506
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$95K ﹤0.01%
150,300
-26,242
-15% -$16.3K
AURA icon
3507
Aura Biosciences
AURA
$791M
$94K ﹤0.01%
10,100
-3,000
-23% -$31.2K
BLRX
3508
BioLineRX
BLRX
$11.8M
$94K ﹤0.01%
2,652
-3,796
-59% -$99.8K
CODA icon
3509
Coda Octopus Group
CODA
$115M
$94K ﹤0.01%
12,806
-1,122
-8% -$8.05K
CURO
3510
DELISTED
CURO Group Holdings Corp.
CURO
$94K ﹤0.01%
+54,100
New +$176K
NVVE
3511
DELISTED
Nuvve Holding Corp
NVVE
– –
0
– –
ANIX icon
3512
Anixa Biosciences
ANIX
$109M
$92K ﹤0.01%
21,302
-26,598
-56% -$116K
CURV icon
3513
Torrid Holdings
CURV
$230M
$92K ﹤0.01%
21,000
-1,600
-7% -$5.07K
IZEA icon
3514
IZEA Worldwide
IZEA
$53.8M
$92K ﹤0.01%
35,300
+4,500
+15% +$11.6K
CMCM
3515
Cheetah Mobile
CMCM
$94.7M
$91K ﹤0.01%
34,954
+209
+0.6% +$531
INCR
3516
Intercure
INCR
$54.9M
$91K ﹤0.01%
+44,687
New +$134K
MBRX icon
3517
Moleculin Biotech
MBRX
$4.06M
$91K ﹤0.01%
252
+33
+15% +$14.5K
GRCL
3518
DELISTED
Gracell Biotechnologies Inc. American Depositary Shares
GRCL
$91K ﹤0.01%
48,900
-100
-0.2% -$209
STLN
3519
Starling Oncology, Inc. Common Stock
STLN
$638M
$90K ﹤0.01%
+132,500
New +$169K
BVC
3520
BitVentures Limited Ordinary Shares
BVC
$2.53B
$90K ﹤0.01%
13,600
-100
-0.7% -$599
SGTX
3521
DELISTED
Sigilon Therapeutics, Inc. Common Stock
SGTX
$90K ﹤0.01%
7,441
-6,798
-48% -$70.6K
BDSX icon
3522
Biodesix
BDSX
$251M
$89K ﹤0.01%
2,400
-440
-15% -$18.1K
CNTB
3523
Connect Biopharma Holdings
CNTB
$160M
$89K ﹤0.01%
89,100
+5,200
+6% +$5.67K
GCT icon
3524
GigaCloud Technology
GCT
$1.9B
$89K ﹤0.01%
+14,200
New +$78.2K
HOWL icon
3525
Werewolf Therapeutics
HOWL
$18.8M
$89K ﹤0.01%
34,100
-44,123
-56% -$132K
139 140
141
142 143

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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.