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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
TMPO
3876
DELISTED
Tempo Automation Holdings, Inc. Common Stock
TMPO
$12K ﹤0.01%
+14,586
New +$18K
WLMS
3877
DELISTED
Williams Industrial Services Group Inc.
WLMS
$12K ﹤0.01%
+11,200
New +$11.4K
NVIV
3878
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$12K ﹤0.01%
11,025
+900
+9% +$1.71K
AVX
3879
Avax One Technology Ltd
AVX
$24.3M
– –
0
– –
CNTX icon
3880
Context Therapeutics
CNTX
$46M
$11K ﹤0.01%
19,200
-86,100
-82% -$65.2K
ITP icon
3881
IT Tech Packaging
ITP
$2.88M
$11K ﹤0.01%
29,018
– –
LOCL icon
3882
Local Bounti
LOCL
$26M
$11K ﹤0.01%
+1,085
New +$11.6K
TAOX
3883
Tao Synergies Inc
TAOX
$26.2M
$11K ﹤0.01%
540
– –
AXLA
3884
DELISTED
Axcella Health Inc. Common Stock
AXLA
$11K ﹤0.01%
892
-876
-50% -$11.7K
BSFC
3885
DELISTED
Blue Star Foods Corp. Common Stock
BSFC
$11K ﹤0.01%
+88
New +$23.8K
AUUD
3886
Auddia
AUUD
$5.47M
$10K ﹤0.01%
4
-5
-56% -$17.4K
SXTC icon
3887
China SXT Pharmaceuticals
SXTC
$1.79M
– –
0
– –
XHG
3888
XChange TEC
XHG
$206M
$10K ﹤0.01%
1
– –
FATH
3889
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$10K ﹤0.01%
915
-790
-46% -$18.4K
EJH icon
3890
E-Home Household Service Holdings
EJH
$4.64M
– –
0
– –
HOOK
3891
DELISTED
HOOKIPA Pharma
HOOK
$9K ﹤0.01%
1,180
-2,510
-68% -$22.5K
JCSE icon
3892
JE Cleantech Holdings
JCSE
$8.3M
$9K ﹤0.01%
+5,467
New +$11.5K
JWEL icon
3893
Jowell Global
JWEL
$7.22M
$9K ﹤0.01%
+3,268
New +$21.6K
XFOR icon
3894
X4 Pharmaceuticals
XFOR
$434M
$9K ﹤0.01%
336
-2,824
-89% -$82.8K
AWH
3895
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$9K ﹤0.01%
1,587
-113
-7% -$767
LMDX
3896
DELISTED
LumiraDx Limited Common Shares
LMDX
$9K ﹤0.01%
20,400
+500
+3% +$479
PEAR
3897
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
$9K ﹤0.01%
34,600
+2,300
+7% +$2.08K
JZXN icon
3898
Jiuzi Holdings
JZXN
$728K
$8K ﹤0.01%
6
-23
-79% -$36.3K
WORX
3899
DELISTED
SCWORX CORP NEW
WORX
$8K ﹤0.01%
+105
New +$9.63K
VYNT
3900
DELISTED
Vyant Bio, Inc. Common Stock
VYNT
$8K ﹤0.01%
13,820
-500
-3% -$398
154 155
156
157 158

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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.