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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
CBNK icon
4001
Capital Bancorp
CBNK
$616M
– –
-19,002
Closed -$447K
CBU icon
4002
Community Bank
CBU
$3.45B
– –
-14,403
Closed -$907K
CCI icon
4003
Crown Castle
CCI
$32B
– –
-267,003
Closed -$36.2M
CDC icon
4004
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$750M
– –
-5,800
Closed -$360K
CDE icon
4005
Coeur Mining
CDE
$18.7B
– –
-846,695
Closed -$2.85M
CDW icon
4006
CDW
CDW
$17.3B
– –
-364,598
Closed -$65.1M
CDZI icon
4007
Cadiz
CDZI
$299M
– –
-39,900
Closed -$100K
CE icon
4008
Celanese
CE
$4.79B
– –
-441,800
Closed -$45.2M
CETX icon
4009
Cemtrex
CETX
$5.06M
– –
0
– -$16K
CFBK icon
4010
CF Bankshares
CFBK
$236M
– –
-11,704
Closed -$248K
CGNX icon
4011
Cognex
CGNX
$10.3B
– –
-12,800
Closed -$603K
CHCO icon
4012
City Holding Co
CHCO
$2.08B
– –
-3,888
Closed -$362K
CIFR icon
4013
Cipher Digital
CIFR
$6.99B
– –
-645,200
Closed -$361K
CLAR icon
4014
Clarus
CLAR
$144M
– –
-21,790
Closed -$171K
CLB icon
4015
Core Laboratories
CLB
$568M
– –
-17,000
Closed -$345K
CLPT icon
4016
ClearPoint Neuro
CLPT
$464M
– –
-49,337
Closed -$418K
CLWT icon
4017
Euro Tech Holdings
CLWT
$12M
– –
-16,400
Closed -$23K
CMC icon
4018
Commercial Metals
CMC
$8B
– –
-174,700
Closed -$8.44M
CMCL icon
4019
Caledonia Mining Corp
CMCL
$439M
– –
-16,310
Closed -$202K
CNET icon
4020
ZW Data Action Technologies
CNET
$4.92M
– –
-560
Closed -$5K
CNM icon
4021
Core & Main
CNM
$8.58B
– –
-97,400
Closed -$1.88M
CNP icon
4022
CenterPoint Energy
CNP
$26.7B
– –
-159,800
Closed -$4.79M
COLB icon
4023
Columbia Banking Systems
COLB
$9.18B
– –
-42,886
Closed -$1.29M
COO icon
4024
Cooper Companies
COO
$14.9B
– –
-51,192
Closed -$4.23M
COOK icon
4025
Traeger
COOK
$170M
– –
-412
Closed -$58K
159 160
161
162 163

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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.