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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
SPI
3826
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
$20K ﹤0.01%
16,700
-102,266
-86% -$142K
ABTS icon
3827
Abits Group
ABTS
$3.94M
$19K ﹤0.01%
1,247
-1,391
-53% -$21.6K
ALAR
3828
Alarum Technologies
ALAR
$13.4M
$19K ﹤0.01%
+10,761
New +$24.5K
POLA icon
3829
Polar Power
POLA
$6.93M
$19K ﹤0.01%
2,083
-274
-12% -$2.98K
TIRX
3830
DELISTED
Tian Ruixiang Holdings
TIRX
$19K ﹤0.01%
680
– –
UPC icon
3831
Universe Pharmaceuticals Inc
UPC
$3.8M
$19K ﹤0.01%
9
+3
+50% +$8.62K
XNET
3832
Xunlei
XNET
$328M
$19K ﹤0.01%
10,285
-1,658
-14% -$3.26K
ZCMD icon
3833
Zhongchao
ZCMD
$6.34M
$19K ﹤0.01%
2
– –
NXXT
3834
NextNRG Inc
NXXT
$54.2M
$19K ﹤0.01%
3,240
-1,155
-26% -$9.23K
ATXI
3835
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$19K ﹤0.01%
+213
New +$19.7K
MRDB
3836
DELISTED
MariaDB plc
MRDB
$19K ﹤0.01%
+14,000
New +$40K
FRSX
3837
Foresight Autonomous Holdings
FRSX
$3.93M
$18K ﹤0.01%
341
+113
+50% +$7.95K
GBR icon
3838
New Concept Energy
GBR
$3.73M
$18K ﹤0.01%
+17,400
New +$20.6K
LVTX
3839
DELISTED
LAVA Therapeutics
LVTX
$18K ﹤0.01%
10,600
-8,200
-44% -$23K
PRFX icon
3840
PRF Technologies Ltd
PRFX
$3.65M
$18K ﹤0.01%
22
+2
+10% +$1.34K
DWTX
3841
Dogwood Therapeutics
DWTX
$66.6M
$18K ﹤0.01%
1,936
-7,480
-79% -$59.5K
BLNE
3842
Beeline Holdings
BLNE
$36.4M
$18K ﹤0.01%
254
-97
-28% -$5.45K
SFE
3843
DELISTED
Safeguard Scientifics, Inc.
SFE
$18K ﹤0.01%
+10,600
New +$29.2K
NRXP icon
3844
NRX Pharmaceuticals
NRXP
$143M
$17K ﹤0.01%
2,530
+770
+44% +$7.8K
PLG
3845
Platinum Group Metals
PLG
$189M
$17K ﹤0.01%
+11,700
New +$17.7K
PRCH icon
3846
Porch Group
PRCH
$1.92B
$17K ﹤0.01%
+11,600
New +$27.5K
IMPL
3847
DELISTED
Impel Pharmaceuticals Inc. Common Stock
IMPL
$17K ﹤0.01%
12,300
-3,100
-20% -$7.4K
EDSA icon
3848
Edesa Biotech
EDSA
$52.3M
$16K ﹤0.01%
+2,500
New +$26.1K
PCSA icon
3849
Processa Pharmaceuticals
PCSA
$8.38M
$16K ﹤0.01%
62
+34
+121% +$13.7K
TAOP icon
3850
Taoping
TAOP
$8.83M
$16K ﹤0.01%
+83
New +$18K
152 153
154
155 156

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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.