Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Frontline
FRO
$8.69B
| $46M | 0.06% |
2,780,284
+1,029,442
| +59% | +$16.2M |
|
377
Buckle
BKE
$2.32B
| $45.9M | 0.06% |
1,285,333
+538,731
| +72% | +$22.1M |
|
378
Kinder Morgan
KMI
$70.6B
| $45.7M | 0.06% |
+2,612,631
| New | +$46.5M |
|
379
Calix
CALX
$2.49B
| $45.6M | 0.06% |
850,653
+175,218
| +26% | +$9.55M |
|
380
Church & Dwight Co
CHD
$24.1B
| $45.5M | 0.06% |
515,076
-244,000
| -32% | -$20.4M |
|
|
AYX
381
DELISTED
Alteryx Inc
AYX
| $45.4M | 0.06% |
772,298
+456,800
| +145% | +$26.6M |
|
|
BNY
382
Bank of New York Mellon
BNY
$110B
| $45.4M | 0.06% |
999,965
-1,325,112
| -57% | -$64.3M |
|
383
Cencora
COR
$61.3B
| $45.4M | 0.06% |
283,500
-27,500
| -9% | -$4.36M |
|
384
Marqeta
MQ
$1.61B
| $44.9M | 0.06% |
2,455,675
+919,850
| +60% | +$20.5M |
|
385
Maravai LifeSciences
MRVI
$866M
| $44.7M | 0.06% |
3,192,500
-134,448
| -4% | -$1.93M |
|
386
Caesars Entertainment
CZR
$6.04B
| $44.3M | 0.06% |
906,897
-150,700
| -14% | -$7.39M |
|
387
Innoviva
INVA
$1.51B
| $44.1M | 0.06% |
3,920,147
-309,460
| -7% | -$3.75M |
|
388
SM Energy
SM
$7.73B
| $44.1M | 0.06% |
1,565,100
+27,500
| +2% | +$839K |
|
389
Leidos
LDOS
$17.4B
| $43.9M | 0.06% |
477,350
+362,100
| +314% | +$35M |
|
|
CSGS
390
DELISTED
CSG Systems International
CSGS
| $43.9M | 0.06% |
817,116
-23,778
| -3% | -$1.35M |
|
391
UFP Technologies
UFPT
$2.45B
| $43.6M | 0.06% |
336,073
-43,800
| -12% | -$5.09M |
|
392
Liberty Global Class C
LBTYK
$3.42B
| $43.4M | 0.06% |
2,128,920
-333,815
| -14% | -$7.03M |
|
393
Royal Caribbean
RCL
$82.3B
| $43.2M | 0.06% |
660,900
-619,300
| -48% | -$40.9M |
|
394
CVR Energy
CVI
$3.45B
| $42.8M | 0.06% |
1,304,184
+303,500
| +30% | +$9.73M |
|
|
SWAV
395
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $42.5M | 0.06% |
196,200
-206,400
| -51% | -$40.2M |
|
396
Madrigal Pharmaceuticals
MDGL
$12.4B
| $42.5M | 0.06% |
175,382
+170,800
| +3,728% | +$46.5M |
|
397
ZIM Integrated Shipping Services
ZIM
$3.03B
| $42.5M | 0.06% |
1,801,742
-949,200
| -35% | -$19.9M |
|
|
MODV
398
DELISTED
ModivCare
MODV
| $42.3M | 0.06% |
503,299
+22,398
| +5% | +$2.15M |
|
|
SLCA
399
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $42.2M | 0.06% |
3,531,708
-61,800
| -2% | -$735K |
|
400
Peloton Interactive
PTON
$2.4B
| $42.1M | 0.06% |
+3,711,900
| New | +$44.6M |
|
Similar funds
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.