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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
+8.19%
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
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
ASML
ASML
+$315M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPH
3626
DELISTED
UpHealth, Inc.
UPH
$98K ﹤0.01%
60,356
+451
+0.8% +$1.75K
AHG
3627
Akso Health Group
AHG
$1.26B
$97K ﹤0.01%
257,498
-76,800
-23% -$39.2K
SIFY
3628
Sify Technologies
SIFY
$1.14B
$97K ﹤0.01%
14,000
+10,833
+342% +$95.5K
QXO
3629
QXO Inc
QXO
$16.1B
$97K ﹤0.01%
4,100
+109
+3% +$3.22K
TBIO
3630
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
$97K ﹤0.01%
4,506
-3,561
-44% -$96.8K
ACHV icon
3631
Achieve Life Sciences
ACHV
$687M
$96K ﹤0.01%
39,200
+500
+1% +$1.28K
CNVS icon
3632
Cineverse
CNVS
$68.9M
$96K ﹤0.01%
12,341
-614
-5% -$5.85K
CODA icon
3633
Coda Octopus Group
CODA
$116M
$96K ﹤0.01%
+13,928
New +$88.1K
WPRT
3634
Westport Fuel Systems
WPRT
$34.6M
$96K ﹤0.01%
12,377
-68,474
-85% -$587K
DMTK
3635
DELISTED
DermTech, Inc. Common Stock
DMTK
$96K ﹤0.01%
+54,000
New +$144K
CPSH icon
3636
CPS Technologies
CPSH
$83M
$95K ﹤0.01%
35,500
-18,333
-34% -$55.6K
PAVS icon
3637
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
PLUR icon
3638
Pluri
PLUR
$17.5M
$95K ﹤0.01%
12,575
-475
-4% -$3.09K
ASLN
3639
DELISTED
ASLAN Pharmaceuticals Limited American Depositary Shares
ASLN
$95K ﹤0.01%
6,563
-2,582
-28% -$49.8K
CATX icon
3640
Perspective Therapeutics
CATX
$372M
$94K ﹤0.01%
37,913
+700
+2% +$2.31K
XFOR icon
3641
X4 Pharmaceuticals
XFOR
$425M
$94K ﹤0.01%
3,160
-4,913
-61% -$233K
EFTR
3642
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$94K ﹤0.01%
8,796
+980
+13% +$12.4K
THRX
3643
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$94K ﹤0.01%
+18,800
New +$110K
AGPU
3644
Axe Compute Inc
AGPU
$96M
$93K ﹤0.01%
1,009
+214
+27% +$21.2K
ORGS
3645
DELISTED
Orgenesis Inc. Common Stock
ORGS
$93K ﹤0.01%
4,750
-350
-7% -$5.96K
FRLN
3646
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$93K ﹤0.01%
13,093
-1,174
-8% -$11.2K
CORR
3647
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$93K ﹤0.01%
44,577
+21,677
+95% +$47.2K
LIQT icon
3648
LiqTech
LIQT
$20M
$92K ﹤0.01%
30,235
-24,965
-45% -$80.1K
NMTR
3649
DELISTED
9 Meters Biopharma
NMTR
$92K ﹤0.01%
73,168
-9,942
-12% -$22.7K
ARMP icon
3650
Armata Pharmaceuticals
ARMP
$158M
$91K ﹤0.01%
73,696
+3,900
+6% +$10.2K
144 145
146
147 148

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Jim Simons's Q4 2022 Portfolio in Review

As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
  • Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
  • Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
  • Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
  • Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
  • Jim Simons opened 626 new positions and closed 524 in Q4 2022.
  • Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.