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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
RPID icon
3651
Rapid Micro Biosystems
RPID
$85.3M
$53K ﹤0.01%
+40,700
New +$52.9K
SYRE icon
3652
Spyre Therapeutics
SYRE
$8.98B
$53K ﹤0.01%
7,244
+1,200
+20% +$13.2K
AKA icon
3653
a.k.a. Brands
AKA
$116M
$52K ﹤0.01%
8,017
+834
+12% +$12.6K
AKTX
3654
Akari Therapeutics
AKTX
$12.3M
$52K ﹤0.01%
354
+285
+413% +$89.8K
ETON icon
3655
Eton Pharmaceutcials
ETON
$1.12B
$52K ﹤0.01%
+13,400
New +$48.9K
WPRT
3656
Westport Fuel Systems
WPRT
$32.7M
$52K ﹤0.01%
5,414
-6,963
-56% -$71.3K
YGMZ
3657
DELISTED
MingZhu Logistics Holdings
YGMZ
$52K ﹤0.01%
353
-108
-23% -$18K
QUOT
3658
DELISTED
Quotient Technology Inc
QUOT
$52K ﹤0.01%
16,000
-251,500
-94% -$893K
MDRR
3659
Medalist Diversified Inc
MDRR
$18.7M
$51K ﹤0.01%
3,806
-2,713
-42% -$38.9K
MYO icon
3660
Myomo
MYO
$57.8M
$51K ﹤0.01%
68,600
+20,600
+43% +$12K
SCYX icon
3661
SCYNEXIS
SCYX
$50.9M
$51K ﹤0.01%
2,138
+763
+55% +$10.1K
TLRY icon
3662
Tilray
TLRY
$640M
$51K ﹤0.01%
+2,008
New +$57.3K
EFTR
3663
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$51K ﹤0.01%
5,756
-3,040
-35% -$36.9K
RAAS
3664
DELISTED
Cloopen Group Holding Limited American Depositary Shares (each representing six (6) Class A Ordinary Shares)
RAAS
$51K ﹤0.01%
29,632
-35,028
-54% -$77.7K
CELU icon
3665
Celularity
CELU
$20.1M
$50K ﹤0.01%
8,020
+5,640
+237% +$45.4K
KRKR
3666
36Kr Holdings
KRKR
$6.18M
$50K ﹤0.01%
2,265
-985
-30% -$22.5K
MATH icon
3667
Metalpha Technology Holding
MATH
$38.5M
$50K ﹤0.01%
48,313
+10,713
+28% +$8.74K
OST icon
3668
Ostin Technology Group
OST
$50K ﹤0.01%
218
-2
-0.9% -$500
ONCR
3669
DELISTED
Oncorus, Inc.
ONCR
$50K ﹤0.01%
144,000
-142,936
-50% -$53.3K
BON
3670
Bon Natural Life
BON
$9.35M
$49K ﹤0.01%
138
+94
+214% +$35.8K
NCEL
3671
NewcelX Ltd
NCEL
$19.4M
$49K ﹤0.01%
80
+29
+57% +$16.9K
TRVN
3672
DELISTED
Trevena, Inc.
TRVN
$49K ﹤0.01%
2,821
+963
+52% +$31.4K
SATL icon
3673
Satellogic
SATL
$906M
$48K ﹤0.01%
+22,700
New +$70K
BNTC icon
3674
Benitec Biopharma
BNTC
$431M
$47K ﹤0.01%
13,228
-8,862
-40% -$36.1K
GNPX icon
3675
Genprex
GNPX
$2.46M
$47K ﹤0.01%
1
– –
145 146
147
148 149

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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.