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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
INDP icon
3901
Indaptus Therapeutics
INDP
$141M
$28K ﹤0.01%
682
-22
-3% -$1.11K
LEXX icon
3902
Lexaria Bioscience
LEXX
$13.4M
$28K ﹤0.01%
767
-26
-3% -$933
SCKT icon
3903
Socket Mobile
SCKT
$11.2M
$28K ﹤0.01%
14,400
-3,300
-19% -$6.65K
BIOL
3904
DELISTED
Biolase, Inc.
BIOL
$28K ﹤0.01%
431
+243
+129% +$35K
MCOM
3905
DELISTED
micromobility.com Inc. Class A Common stock
MCOM
$28K ﹤0.01%
+28
New +$48.6K
AUUD
3906
Auddia
AUUD
$5.47M
$27K ﹤0.01%
9
-7
-44% -$26.6K
VEEE icon
3907
Twin Vee PowerCats
VEEE
$6.83M
$27K ﹤0.01%
+39
New +$29.2K
VIVO
3908
VivoPower PLC
VIVO
$141M
$27K ﹤0.01%
11,040
+3,234
+41% +$14.4K
NYMX
3909
DELISTED
Nymox Pharmaceutical Corp
NYMX
$27K ﹤0.01%
+82,800
New +$30K
SECO
3910
DELISTED
Secoo Holding Limited ADR
SECO
$27K ﹤0.01%
14,590
– –
AIFA
3911
All In FutureTech Alliance Inc
AIFA
$18.6M
$26K ﹤0.01%
4,183
+350
+9% +$2.42K
AKTX
3912
Akari Therapeutics
AKTX
$12.3M
$26K ﹤0.01%
69
+19
+38% +$7.86K
BQ
3913
Boqii Holding Ltd
BQ
$9.15M
$26K ﹤0.01%
651
-3
-0.5% -$124
IKT icon
3914
Inhibikase Therapeutics
IKT
$378M
$26K ﹤0.01%
8,667
-12,114
-58% -$48K
JFU
3915
9F Inc
JFU
$29.2M
$26K ﹤0.01%
7,286
+6,350
+678% +$26.6K
NCEL
3916
NewcelX Ltd
NCEL
$19.4M
$26K ﹤0.01%
51
-14
-22% -$4.15K
KBNT
3917
DELISTED
Kubient, Inc. Common Stock
KBNT
$26K ﹤0.01%
40,496
-1,700
-4% -$1.66K
APPH
3918
DELISTED
AppHarvest, Inc. Common Stock
APPH
$26K ﹤0.01%
+46,100
New +$60.1K
BJDX icon
3919
Bluejay Diagnostics
BJDX
$1.1M
$25K ﹤0.01%
2
– –
DUO
3920
Fangdd Network Group
DUO
$25M
$25K ﹤0.01%
136
+27
+25% +$6.88K
GNLN icon
3921
Greenlane Holdings
GNLN
$1.22M
– –
0
– –
LGMK
3922
DELISTED
LogicMark
LGMK
$25K ﹤0.01%
114
-35
-23% -$12.4K
MYO icon
3923
Myomo
MYO
$57.8M
$25K ﹤0.01%
48,000
+7,200
+18% +$7.17K
NXGL icon
3924
NexGel
NXGL
$4.51M
$25K ﹤0.01%
19,731
-1,100
-5% -$1.51K
ONCO icon
3925
Onconetix
ONCO
$3.26M
– –
-1
Closed -$214K
155 156
157
158 159

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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.