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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
TLPH icon
3776
Talphera
TLPH
$62.8M
$27K ﹤0.01%
+40,482
New +$63.9K
OMIC
3777
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$27K ﹤0.01%
750
+100
+15% +$6.13K
AZ icon
3778
A2Z Smart Technologies
AZ
$361M
$26K ﹤0.01%
+8,196
New +$32.4K
BRNS
3779
Barinthus Biotherapeutics
BRNS
$24.5M
$26K ﹤0.01%
+11,400
New +$31.7K
BTOG icon
3780
Bit Origin
BTOG
$3.48M
$26K ﹤0.01%
52
– –
FLNT
3781
Fluent
FLNT
$132M
$26K ﹤0.01%
5,350
-1,000
-16% -$7.8K
NXGL icon
3782
NexGel
NXGL
$4.51M
$26K ﹤0.01%
20,431
+700
+4% +$1.01K
ORMP icon
3783
Oramed Pharmaceuticals
ORMP
$182M
$26K ﹤0.01%
+11,900
New +$37.8K
PRPO icon
3784
Precipio
PRPO
$41.5M
$26K ﹤0.01%
1,957
+767
+64% +$11.7K
AEHL icon
3785
Antelope Enterprise Holdings
AEHL
$5.37M
$25K ﹤0.01%
+1
New +$35.6K
BQ
3786
Boqii Holding Ltd
BQ
$9.15M
$25K ﹤0.01%
651
– –
CHNR icon
3787
China Natural Resources
CHNR
$5.23M
$25K ﹤0.01%
998
+25
+3% +$626
HTCR icon
3788
HeartCore Enterprises
HTCR
$3.55M
$25K ﹤0.01%
1,275
+308
+32% +$6.44K
IVVD icon
3789
Invivyd
IVVD
$202M
$25K ﹤0.01%
20,500
+4,700
+30% +$8.58K
NEPH icon
3790
Nephros
NEPH
$50.9M
$25K ﹤0.01%
23,200
-8,864
-28% -$10.2K
SVRN
3791
OceanPal Inc
SVRN
$12.5M
$25K ﹤0.01%
7
-11
-61% -$77.7K
VZLA
3792
Vizsla Silver
VZLA
$1.31B
$25K ﹤0.01%
+16,700
New +$21.6K
JEWL
3793
DELISTED
Adamas One Corp
JEWL
$25K ﹤0.01%
+30,100
New +$53.9K
ROI
3794
DELISTED
RiskOn International, Inc. Common Stock
ROI
$25K ﹤0.01%
+6,980
New +$51.9K
PHGE icon
3795
BiomX
PHGE
$1.67M
$24K ﹤0.01%
412
+205
+99% +$13K
TCRX icon
3796
TScan Therapeutics
TCRX
$52.3M
$24K ﹤0.01%
11,600
+1,600
+16% +$3.8K
TOVX icon
3797
Theriva Biologics
TOVX
$10.6M
$24K ﹤0.01%
1,388
+88
+7% +$1.82K
XWEL icon
3798
XWELL
XWEL
$8.53M
$24K ﹤0.01%
3,385
+80
+2% +$666
VWE
3799
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$24K ﹤0.01%
+22,800
New +$47.1K
LFLY
3800
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
$24K ﹤0.01%
3,020
+670
+29% +$7.47K
150 151
152
153 154

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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.