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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
ACMR icon
3926
ACM Research
ACMR
$5.8B
– –
-111,600
Closed -$860K
ACN icon
3927
Accenture
ACN
$109B
– –
-322,728
Closed -$86.1M
ADXN
3928
Addex Therapeutics
ADXN
– –
-1,095
Closed -$14K
AEMD icon
3929
Aethlon Medical
AEMD
$1.56M
– –
-25
Closed -$28K
AGZ icon
3930
iShares Agency Bond ETF
AGZ
$566M
– –
-4,100
Closed -$436K
AHCO icon
3931
AdaptHealth
AHCO
$763M
– –
-53,165
Closed -$1.02M
AI icon
3932
C3.ai
AI
$1.51B
– –
-1,286,600
Closed -$14.4M
AIA icon
3933
iShares Asia 50 ETF
AIA
$5.09B
– –
-9,518
Closed -$540K
AKAN icon
3934
Akanda
AKAN
$2.81M
– –
-6
Closed -$53K
AL
3935
DELISTED
Air Lease Corp
AL
– –
-65,300
Closed -$2.51M
ALC icon
3936
Alcon
ALC
$35.3B
– –
-202,600
Closed -$13.9M
ALG icon
3937
Alamo Group
ALG
$2.01B
– –
-11,400
Closed -$1.61M
ALGN icon
3938
Align Technology
ALGN
$12.3B
– –
-179,581
Closed -$37.9M
ALLR
3939
Allarity Therapeutics
ALLR
$22.1M
– –
0
– -$11K
ALTL icon
3940
Pacer Lunt Large Cap Alternator ETF
ALTL
$92M
– –
-19,300
Closed -$781K
ALZN icon
3941
Alzamend Neuro
ALZN
$6.95M
– –
-37
Closed -$28K
AMAL icon
3942
Amalgamated Financial
AMAL
$1.52B
– –
-8,900
Closed -$205K
AMCR icon
3943
Amcor
AMCR
$21.5B
– –
-7,520
Closed -$448K
AMD icon
3944
Advanced Micro Devices
AMD
$800B
– –
-6,905,890
Closed -$447M
AMLX icon
3945
Amylyx Pharmaceuticals
AMLX
$2.54B
– –
-178,300
Closed -$6.59M
AMRX icon
3946
Amneal Pharmaceuticals
AMRX
$6.22B
– –
-76,400
Closed -$152K
AMST icon
3947
Amesite
AMST
$6.94M
– –
-5,517
Closed -$12K
AMTB icon
3948
Amerant Bancorp
AMTB
$1.14B
– –
-18,235
Closed -$489K
ANET icon
3949
Arista Networks
ANET
$262B
– –
-2,258,800
Closed -$68.5M
ANGL icon
3950
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
– –
-30,400
Closed -$821K
156 157
158
159 160

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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.