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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
XHG
3801
XChange TEC
XHG
$211M
$49K ﹤0.01%
1
– –
SHPW
3802
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$49K ﹤0.01%
11,375
-14,688
-56% -$69.7K
CXDO icon
3803
Crexendo
CXDO
$217M
$48K ﹤0.01%
+25,437
New +$56.5K
RGLS
3804
DELISTED
Regulus Therapeutics
RGLS
$48K ﹤0.01%
34,800
+2,400
+7% +$3.77K
BNKK
3805
Bonk Inc
BNKK
$8.16M
$48K ﹤0.01%
+1,800
New +$60.9K
VANI icon
3806
Vivani Medical
VANI
$116M
$48K ﹤0.01%
+56,600
New +$92.2K
PTE
3807
DELISTED
PolarityTE, Inc. Common Stock
PTE
$48K ﹤0.01%
73,922
+6,700
+10% +$4.88K
IMNM icon
3808
Immunome
IMNM
$3B
$47K ﹤0.01%
21,100
-400
-2% -$1.61K
XTKG
3809
DELISTED
X3 Holdings Co., Ltd. Class A Ordinary Shares
XTKG
$47K ﹤0.01%
+1
New +$126K
QNTM
3810
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$20.8M
$47K ﹤0.01%
911
-7
-0.8% -$387
ENFY
3811
DELISTED
Enlightify Inc
ENFY
$46K ﹤0.01%
11,451
-600
-5% -$3.2K
UFAB
3812
DELISTED
Unique Fabricating, Inc.
UFAB
$46K ﹤0.01%
82,577
-3,900
-5% -$2.21K
THRN
3813
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$46K ﹤0.01%
12,800
+500
+4% +$2.22K
CFRX
3814
DELISTED
ContraFect Corporation
CFRX
$46K ﹤0.01%
5,974
+4,390
+277% +$50.8K
GNS icon
3815
Genius Group
GNS
$30.3M
$45K ﹤0.01%
+13,720
New +$124K
YCBD icon
3816
cbdMD
YCBD
$5.93M
$45K ﹤0.01%
554
+35
+7% +$3.52K
FATH
3817
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$45K ﹤0.01%
1,705
-1,315
-44% -$57.4K
PWCM
3818
PowerCompute, Inc. Common Stock
PWCM
$1.42M
$44K ﹤0.01%
527
-627
-54% -$74.7K
SOPH icon
3819
SOPHiA GENETICS
SOPH
$649M
$44K ﹤0.01%
21,500
+2,500
+13% +$5.61K
BSIN
3820
Big Sky Industrial
BSIN
$71.4M
$44K ﹤0.01%
+19,200
New +$51.8K
NVOS
3821
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
$44K ﹤0.01%
+21,925
New +$75.4K
VCSA
3822
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$44K ﹤0.01%
1,730
-30,732
-95% -$1.43M
NBRV
3823
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$44K ﹤0.01%
23,061
+2,500
+12% +$5.52K
SBDS
3824
DELISTED
Solo Brands Inc
SBDS
$44K ﹤0.01%
+293
New +$47.9K
MRKR icon
3825
Marker Therapeutics
MRKR
$18.5M
$43K ﹤0.01%
16,320
+1,170
+8% +$4.04K
151 152
153
154 155

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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.