We are live on ! Find out more
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
CORP icon
4026
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-4,600
Closed -$428K
CPK icon
4027
Chesapeake Utilities
CPK
$3.27B
– –
-6,050
Closed -$715K
CPRT icon
4028
Copart
CPRT
$26.8B
– –
-311,800
Closed -$9.49M
CRBP icon
4029
Corbus Pharmaceuticals
CRBP
$193M
– –
-3,423
Closed -$11K
CRNX icon
4030
Crinetics Pharmaceuticals
CRNX
$8.96B
– –
-63,100
Closed -$1.16M
CSCO icon
4031
Cisco
CSCO
$443B
– –
-1,463,505
Closed -$69.7M
CTO
4032
CTO Realty Growth
CTO
$826M
– –
-14,201
Closed -$260K
CUBE icon
4033
CubeSmart
CUBE
$9.4B
– –
-182,300
Closed -$7.34M
CUZ icon
4034
Cousins Properties
CUZ
$4.91B
– –
-9,500
Closed -$240K
CVM icon
4035
CEL-SCI Corp
CVM
$25.5M
– –
-801
Closed -$56K
CVNA icon
4036
Carvana
CVNA
$80.9B
– –
-14,875,000
Closed -$14.1M
CYTK icon
4037
Cytokinetics
CYTK
$10.4B
– –
-73,667
Closed -$3.38M
DAR icon
4038
Darling Ingredients
DAR
$10.2B
– –
-114,675
Closed -$7.18M
DAVE icon
4039
Dave Inc
DAVE
$4.13B
– –
-7,263
Closed -$67K
DBRG icon
4040
DigitalBridge
DBRG
$2.95B
– –
-13,825
Closed -$151K
DCI icon
4041
Donaldson
DCI
$11.1B
– –
-5,200
Closed -$306K
DEI icon
4042
Douglas Emmett
DEI
$1.98B
– –
-834,400
Closed -$13.1M
DEO icon
4043
Diageo
DEO
$52.8B
– –
-143,800
Closed -$25.6M
DFAC icon
4044
Dimensional US Core Equity 2 ETF
DFAC
$49.8B
– –
-17,000
Closed -$413K
DFAS icon
4045
Dimensional US Small Cap ETF
DFAS
$15.9B
– –
-8,200
Closed -$419K
DFAT icon
4046
Dimensional US Targeted Value ETF
DFAT
$14.8B
– –
-15,200
Closed -$668K
DFAX icon
4047
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
– –
-20,700
Closed -$447K
DFIV icon
4048
Dimensional International Value ETF
DFIV
$21.7B
– –
-9,300
Closed -$283K
DFNM icon
4049
Dimensional National Municipal Bond ETF
DFNM
$2.27B
– –
-40,800
Closed -$1.95M
DFUV icon
4050
Dimensional US Marketwide Value ETF
DFUV
$16B
– –
-20,800
Closed -$696K
160 161
162
163 164

Similar funds

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.