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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
BCS icon
3976
Barclays
BCS
$94.7B
– –
-1,206,286
Closed -$9.41M
BEAM icon
3977
Beam Therapeutics
BEAM
$2.75B
– –
-131,900
Closed -$5.16M
BEN icon
3978
Franklin Resources
BEN
$17.1B
– –
-565,500
Closed -$14.9M
BFAM icon
3979
Bright Horizons
BFAM
$3.81B
– –
-19,600
Closed -$1.24M
BFC icon
3980
Bank First Corp
BFC
$1.75B
– –
-3,900
Closed -$362K
KEEL
3981
Keel Infrastructure Corp
KEEL
$2.08B
– –
-40,400
Closed -$17K
BITI icon
3982
ProShares Short Bitcoin Strategy ETF
BITI
$121M
– –
-2,080
Closed -$414K
BIVI icon
3983
BioVie
BIVI
$12M
– –
-2,973
Closed -$2.31M
BLV icon
3984
Vanguard Long-Term Bond ETF
BLV
$5.73B
– –
-7,900
Closed -$572K
BMO icon
3985
Bank of Montreal
BMO
$129B
– –
-433,795
Closed -$39.3M
BNL icon
3986
Broadstone Net Lease
BNL
$4.35B
– –
-168,300
Closed -$2.73M
BNS icon
3987
Scotiabank
BNS
$110B
– –
-497,000
Closed -$24.3M
BOTJ icon
3988
Bank Of The James
BOTJ
$127M
– –
-10,376
Closed -$124K
BPMC
3989
DELISTED
Blueprint Medicines
BPMC
– –
-85,400
Closed -$3.74M
BPOP icon
3990
Popular Inc
BPOP
$11.4B
– –
-57,525
Closed -$3.81M
BRZE icon
3991
Braze
BRZE
$3.13B
– –
-168,700
Closed -$4.6M
BSV icon
3992
Vanguard Short-Term Bond ETF
BSV
$45.7B
– –
-18,610
Closed -$1.4M
SLAI
3993
DELISTED
SOLAI Ltd ADS
SLAI
– –
-10,416
Closed -$115K
BTCT icon
3994
BTC Digital
BTCT
$7.66M
– –
-1,085
Closed -$4K
BW icon
3995
Babcock & Wilcox
BW
$1.45B
– –
-88,533
Closed -$511K
BX icon
3996
Blackstone
BX
$110B
– –
-1,644,600
Closed -$122M
BXSL icon
3997
Blackstone Secured Lending
BXSL
$5.8B
– –
-975,700
Closed -$21.8M
CALC icon
3998
CalciMedica
CALC
$20.9M
– –
-11,143
Closed -$78K
CATY icon
3999
Cathay General Bancorp
CATY
$4.31B
– –
-130,671
Closed -$5.33M
CBAT icon
4000
CBAK Energy Technology Ltd
CBAT
$64.2M
– –
-17,410
Closed -$17K
158 159
160
161 162

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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.