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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
RNTX
3851
Rein Therapeutics
RNTX
$66.9M
$16K ﹤0.01%
12,664
+2,100
+20% +$4.5K
AIH
3852
DELISTED
Aesthetic Medical International Holdings
AIH
$16K ﹤0.01%
13,300
– –
UFAB
3853
DELISTED
Unique Fabricating, Inc.
UFAB
$16K ﹤0.01%
89,477
+6,900
+8% +$3.39K
BHAT
3854
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$15K ﹤0.01%
4
+2
+100% +$5.65K
BJDX icon
3855
Bluejay Diagnostics
BJDX
$1.09M
$15K ﹤0.01%
1
-1
-50% -$17.7K
CISO
3856
CISO Global
CISO
$12.1M
$15K ﹤0.01%
+2,893
New +$47.1K
LGL.WS
3857
DELISTED
LGL Group Inc Warrants
LGL.WS
$15K ﹤0.01%
91,059
-11,200
-11% -$2.17K
XMAX
3858
XMAX Inc
XMAX
$564M
$15K ﹤0.01%
4,889
+40
+0.8% +$144
PRSO icon
3859
Peraso
PRSO
$10.2M
$15K ﹤0.01%
688
-1,097
-61% -$34.2K
NEXI
3860
DELISTED
NexImmune, Inc. Common Stock
NEXI
$15K ﹤0.01%
1,576
-10,012
-86% -$105K
GETR
3861
DELISTED
Getaround, Inc.
GETR
$15K ﹤0.01%
+53,817
New +$29K
GROV icon
3862
Grove Collaborative
GROV
$44M
$14K ﹤0.01%
6,490
-230,410
-97% -$533K
LGHL
3863
Lion Group Holding
LGHL
$720K
– –
0
– –
LGMK
3864
DELISTED
LogicMark
LGMK
$14K ﹤0.01%
187
+73
+64% +$8.84K
MRKR icon
3865
Marker Therapeutics
MRKR
$18.7M
$14K ﹤0.01%
19,350
+3,030
+19% +$7.2K
WNW icon
3866
Meiwu Technology Co
WNW
$68.7M
$14K ﹤0.01%
1
– –
HPCO
3867
DELISTED
Hempacco Co., Inc. Common Stock
HPCO
$14K ﹤0.01%
2,410
+619
+35% +$6.03K
HGEN
3868
DELISTED
HUMANIGEN, INC.
HGEN
$14K ﹤0.01%
97,700
-1,394,071
-93% -$223K
NNBR icon
3869
NN Inc
NNBR
$300M
$13K ﹤0.01%
11,782
-4,400
-27% -$7.81K
AIHS icon
3870
Senmiao Technology Ltd
AIHS
$23.9M
$12K ﹤0.01%
+1,320
New +$12.1K
DRUG
3871
Bright Minds Biosciences
DRUG
$766M
$12K ﹤0.01%
+5,541
New +$18.4K
ENTX icon
3872
Entera Bio
ENTX
$143M
$12K ﹤0.01%
10,400
-129,200
-93% -$129K
KTTA icon
3873
Pasithea Therapeutics
KTTA
$16.2M
$12K ﹤0.01%
+1,550
New +$17.5K
NXL icon
3874
Nexalin Technology
NXL
$7.51M
$12K ﹤0.01%
+15,487
New +$15.4K
XOS icon
3875
Xos
XOS
$36.4M
$12K ﹤0.01%
777
-1,913
-71% -$45K
153 154
155
156 157

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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.