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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
RYM
3576
RYTHM Inc
RYM
$48.4M
$74K ﹤0.01%
+1,442
New +$171K
EVGN icon
3577
Evogene
EVGN
$10.3M
$74K ﹤0.01%
11,819
+2,849
+32% +$21.2K
MSC
3578
Studio City International Holdings
MSC
$333M
$74K ﹤0.01%
+11,100
New +$77.3K
TNON icon
3579
Tenon Medical
TNON
$2.96M
$73K ﹤0.01%
+15
New +$83K
CIRC
3580
Circle8 Group
CIRC
$61.2M
$73K ﹤0.01%
+4,585
New +$104K
FXLV
3581
DELISTED
F45 Training Holdings Inc.
FXLV
$73K ﹤0.01%
+62,974
New +$150K
AIM
3582
AIM ImmunoTech
AIM
$7.17M
$73K ﹤0.01%
1,689
+319
+23% +$16.5K
DLPN icon
3583
Dolphin Entertainment
DLPN
$15.9M
$71K ﹤0.01%
19,500
+300
+2% +$1.25K
MAIA icon
3584
MAIA Biotechnology
MAIA
$81.5M
$71K ﹤0.01%
+20,650
New +$84.9K
DCTH icon
3585
Delcath Systems
DCTH
$602M
$70K ﹤0.01%
+12,100
New +$53.8K
WWR icon
3586
Westwater Resources
WWR
$75.2M
$70K ﹤0.01%
62,921
-76,533
-55% -$79.7K
LSF icon
3587
Laird Superfood
LSF
$48.2M
$69K ﹤0.01%
85,600
+5,900
+7% +$6.21K
ELYS
3588
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$69K ﹤0.01%
134,300
+16,400
+14% +$10.5K
CEMI
3589
DELISTED
Chembio diagnostics, Inc.
CEMI
$69K ﹤0.01%
157,100
+20,700
+15% +$8.11K
NAK
3590
Northern Dynasty Minerals
NAK
$930M
$68K ﹤0.01%
285,349
+4,449
+2% +$1.02K
LEJU
3591
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$68K ﹤0.01%
62,699
-19,300
-24% -$25K
NPCE icon
3592
Neuropace
NPCE
$498M
$67K ﹤0.01%
14,500
+1,100
+8% +$4.21K
AGPU
3593
Axe Compute Inc
AGPU
$96M
$67K ﹤0.01%
688
-321
-32% -$39.5K
TISI icon
3594
Team
TISI
$101M
$67K ﹤0.01%
12,269
+400
+3% +$3.04K
JXG
3595
JX Luxventure
JXG
$85.6M
$67K ﹤0.01%
219
-1
-0.5% -$442
ATTO
3596
DELISTED
Atento S.A.
ATTO
$67K ﹤0.01%
32,112
+500
+2% +$1.89K
CPHI icon
3597
China Pharma Holdings
CPHI
$44.2M
$66K ﹤0.01%
3,407
+2,726
+400% +$111K
JG
3598
Aurora Mobile
JG
$31.3M
$66K ﹤0.01%
5,625
+10
+0.2% +$139
BIOC
3599
DELISTED
Biocept, Inc.
BIOC
$66K ﹤0.01%
6,458
+1,048
+19% +$15.2K
ASTI icon
3600
Ascent Solar Technologies
ASTI
$32.7M
$65K ﹤0.01%
+9
New +$153K
142 143
144
145 146

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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.