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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
ANSS
3951
DELISTED
Ansys
ANSS
– –
-139,029
Closed -$33.6M
AOA icon
3952
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
– –
-6,530
Closed -$390K
AON icon
3953
Aon
AON
$74.6B
– –
-51,800
Closed -$15.5M
AOS icon
3954
A.O. Smith
AOS
$8.45B
– –
-15,400
Closed -$881K
APLS
3955
DELISTED
Apellis Pharmaceuticals
APLS
– –
-187,413
Closed -$9.69M
APOG icon
3956
Apogee Enterprises
APOG
$887M
– –
-14,883
Closed -$662K
APPS icon
3957
Digital Turbine
APPS
$1.53B
– –
-325,000
Closed -$4.95M
APRE icon
3958
Aprea Therapeutics
APRE
$8.42M
– –
-8,960
Closed -$59K
AQN icon
3959
Algonquin Power & Utilities
AQN
$4.46B
– –
-271,192
Closed -$1.77M
ARQQ icon
3960
Arqit Quantum
ARQQ
$413M
– –
-1,212
Closed -$109K
ASHR icon
3961
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.59B
– –
-64,200
Closed -$1.8M
AVEM icon
3962
Avantis Emerging Markets Equity ETF
AVEM
$27.1B
– –
-23,308
Closed -$1.18M
AVNT icon
3963
Avient
AVNT
$4.21B
– –
-106,258
Closed -$3.59M
AVT icon
3964
Avnet
AVT
$7.96B
– –
-168,800
Closed -$7.02M
AVTR icon
3965
Avantor
AVTR
$9.31B
– –
-2,083,600
Closed -$43.9M
AWI icon
3966
Armstrong World Industries
AWI
$7.73B
– –
-20,900
Closed -$1.43M
AVUV icon
3967
Avantis US Small Cap Value ETF
AVUV
$31B
– –
-26,600
Closed -$1.98M
AX icon
3968
Axos Financial
AX
$5.78B
– –
-27,300
Closed -$1.04M
AXGN icon
3969
Axogen
AXGN
$2.57B
– –
-15,600
Closed -$156K
AZEK
3970
DELISTED
The AZEK Co
AZEK
– –
-30,900
Closed -$628K
BANF icon
3971
BancFirst
BANF
$3.89B
– –
-13,691
Closed -$1.21M
BAOS icon
3972
Baosheng Media Group
BAOS
$906K
– –
-2,893
Closed -$15K
BBAI icon
3973
BigBear.ai
BBAI
$1.57B
– –
-30,000
Closed -$20K
BBU
3974
DELISTED
Brookfield Business Partners
BBU
– –
-16,431
Closed -$278K
BCLI
3975
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
– –
-787
Closed -$19K
157 158
159
160 161

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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.