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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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
-4.35%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.4%
2 Technology 18.51%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.67%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGAU
4051
Centerra Gold
CGAU
$4.15B
– –
-177,600
Closed -$1.21M
CGW icon
4052
Invesco S&P Global Water Index ETF
CGW
$1.06B
– –
-6,500
Closed -$287K
CHCO icon
4053
City Holding Co
CHCO
$2.08B
– –
-8,000
Closed -$639K
CHX
4054
DELISTED
ChampionX
CHX
– –
-318,451
Closed -$6.32M
CIB icon
4055
Grupo Cibest SA
CIB
$22.7B
– –
-42,900
Closed -$1.32M
CIM
4056
Chimera Investment
CIM
$993M
– –
-116,787
Closed -$3.09M
CINF icon
4057
Cincinnati Financial
CINF
$26.5B
– –
-12,200
Closed -$1.45M
CING icon
4058
Cingulate
CING
$67.2M
– –
-186
Closed -$65K
CLNE icon
4059
Clean Energy Fuels
CLNE
$395M
– –
-301,800
Closed -$1.35M
CMCL icon
4060
Caledonia Mining Corp
CMCL
$439M
– –
-34,500
Closed -$378K
CMF icon
4061
iShares California Muni Bond ETF
CMF
$4.63B
– –
-195,700
Closed -$11M
CNF
4062
CNFinance Holdings
CNF
$41M
– –
-3,869
Closed -$99K
CNM icon
4063
Core & Main
CNM
$8.64B
– –
-19,500
Closed -$435K
CNO icon
4064
CNO Financial Group
CNO
$5.07B
– –
-210,800
Closed -$3.81M
COP icon
4065
ConocoPhillips
COP
$150B
– –
-931,308
Closed -$83.6M
CPK icon
4066
Chesapeake Utilities
CPK
$3.26B
– –
-4,000
Closed -$518K
CPNG icon
4067
Coupang
CPNG
$29.3B
– –
-770,300
Closed -$9.82M
CRBU icon
4068
Caribou Biosciences
CRBU
$160M
– –
-239,000
Closed -$1.3M
CRESY
4069
Cresud
CRESY
$752M
– –
-57,038
Closed -$276K
CRL icon
4070
Charles River Laboratories
CRL
$13.4B
– –
-78,509
Closed -$16.8M
CRNX icon
4071
Crinetics Pharmaceuticals
CRNX
$8.96B
– –
-86,400
Closed -$1.61M
CTRA
4072
DELISTED
Coterra Energy
CTRA
– –
-429,309
Closed -$11.1M
CVNA icon
4073
Carvana
CVNA
$81B
– –
-6,245,000
Closed -$28.2M
CWB icon
4074
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.75B
– –
-10,200
Closed -$659K
CWEB icon
4075
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$226M
– –
-5,700
Closed -$414K
161 162
163
164 165

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.