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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
PZG icon
3826
Paramount Gold Nevada
PZG
$127M
$43K ﹤0.01%
125,595
+60,095
+92% +$20.7K
SDC
3827
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$43K ﹤0.01%
122,512
+87,912
+254% +$58K
AIM
3828
AIM ImmunoTech
AIM
$7.17M
$43K ﹤0.01%
1,370
+120
+10% +$5.58K
FLNT
3829
Fluent
FLNT
$132M
$42K ﹤0.01%
6,350
-28,483
-82% -$209K
INUV icon
3830
Inuvo
INUV
$14.2M
$42K ﹤0.01%
18,820
+2,110
+13% +$7.03K
RTB
3831
RTB Digital
RTB
$236M
$42K ﹤0.01%
259
+148
+133% +$41.6K
BEST
3832
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$42K ﹤0.01%
18,950
+350
+2% +$875
DMS
3833
DELISTED
Digital Media Solutions, Inc.
DMS
$42K ﹤0.01%
2,107
+200
+10% +$5.02K
DSS icon
3834
DSS Inc
DSS
$5.18M
$41K ﹤0.01%
13,412
-6,562
-33% -$27K
GTBP icon
3835
GT Biopharma
GTBP
$10.7M
$41K ﹤0.01%
+1,540
New +$76.9K
NA
3836
Nano Labs
NA
$42.5M
$41K ﹤0.01%
+3,590
New +$43.6K
OWLT icon
3837
Owlet
OWLT
$182M
$41K ﹤0.01%
5,186
+36
+0.7% +$448
SBET icon
3838
Sharplink Inc
SBET
$1.37B
$41K ﹤0.01%
1,101
-350
-24% -$24.6K
SQFT icon
3839
Presidio Property Trust
SQFT
$2.09M
$41K ﹤0.01%
4,295
-210
-5% -$2.37K
VRME icon
3840
VerifyMe
VRME
$9.06M
$41K ﹤0.01%
35,500
-8,900
-20% -$10.9K
XBIO icon
3841
Xenetic Biosciences
XBIO
$7.54M
$41K ﹤0.01%
14,340
+2,830
+25% +$12.5K
ONCS
3842
DELISTED
OncoSec Medical Incorporated
ONCS
$41K ﹤0.01%
24,179
+21,115
+689% +$118K
AIFC
3843
AI Financial Corp
AIFC
$58.9M
$40K ﹤0.01%
29,300
-5,900
-17% -$11.6K
NXU
3844
DELISTED
Nxu, Inc. Class A Common Stock
NXU
$40K ﹤0.01%
+4
New +$134K
NEPT
3845
DELISTED
Neptune Wellness Solutions Inc. Ordinary Shares
NEPT
$40K ﹤0.01%
3,185
-32
-1% -$1.21K
RKDA icon
3846
Arcadia Biosciences
RKDA
$1.24M
$39K ﹤0.01%
3,613
+272
+8% +$3.87K
SGHC icon
3847
SGHC Ltd
SGHC
$6.65B
$39K ﹤0.01%
+13,000
New +$46K
SKIL icon
3848
Skillsoft
SKIL
$78.4M
$39K ﹤0.01%
1,505
+900
+149% +$30K
OMIC
3849
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$39K ﹤0.01%
650
-557
-46% -$37.3K
AHPI
3850
DELISTED
Allied Healthcare Products
AHPI
$39K ﹤0.01%
42,600
-1,700
-4% -$2K
152 153
154
155 156

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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.