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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
DH icon
4051
Definitive Healthcare
DH
$69.4M
– –
-277,900
Closed -$3.05M
DHC
4052
Diversified Healthcare Trust
DHC
$2.03B
– –
-1,223,683
Closed -$791K
DHI icon
4053
D.R. Horton
DHI
$41.6B
– –
-4,438
Closed -$396K
DIG icon
4054
ProShares Ultra Energy
DIG
$83.1M
– –
-6,400
Closed -$272K
DIN icon
4055
Dine Brands
DIN
$451M
– –
-5,300
Closed -$342K
DK icon
4056
Delek US
DK
$4.06B
– –
-214,344
Closed -$5.79M
DLR icon
4057
Digital Realty Trust
DLR
$72.9B
– –
-226,183
Closed -$22.7M
DMLP icon
4058
Dorchester Minerals
DMLP
$1.35B
– –
-13,700
Closed -$410K
DNUT icon
4059
Krispy Kreme
DNUT
$578M
– –
-29,900
Closed -$309K
DON icon
4060
WisdomTree US MidCap Dividend Fund
DON
$4.1B
– –
-12,000
Closed -$494K
DRI icon
4061
Darden Restaurants
DRI
$25.6B
– –
-40,300
Closed -$5.58M
DRLL icon
4062
Strive US Energy ETF
DRLL
$302M
– –
-24,391
Closed -$718K
DTM icon
4063
DT Midstream
DTM
$13.8B
– –
-58,100
Closed -$3.21M
DUHP icon
4064
Dimensional US High Profitability ETF
DUHP
$12.8B
– –
-8,388
Closed -$201K
DVY icon
4065
iShares Select Dividend ETF
DVY
$23.9B
– –
-10,400
Closed -$1.25M
DXJ icon
4066
WisdomTree Japan Hedged Equity Fund
DXJ
$7.55B
– –
-21,900
Closed -$1.41M
EBS icon
4067
Emergent Biosolutions
EBS
$240M
– –
-304,000
Closed -$3.59M
AXIA.PR
4068
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
– –
-15,114
Closed -$98K
EFOI icon
4069
Energy Focus
EFOI
$19.2M
– –
-3,171
Closed -$7K
EHC icon
4070
Encompass Health
EHC
$12.2B
– –
-4,100
Closed -$245K
ELS icon
4071
Equity Lifestyle Properties
ELS
$12.6B
– –
-7,300
Closed -$472K
EPIX
4072
DELISTED
ESSA Pharma
EPIX
– –
-34,624
Closed -$87K
EPRT icon
4073
Essential Properties Realty Trust
EPRT
$6.72B
– –
-32,800
Closed -$770K
EQX icon
4074
Equinox Gold
EQX
$13B
– –
-78,600
Closed -$258K
ESE icon
4075
ESCO Technologies
ESE
$7.76B
– –
-28,456
Closed -$2.49M
161 162
163
164 165

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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.