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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
+8.19%
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
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
ASML
ASML
+$315M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACLS icon
4076
Axcelis
ACLS
$4.42B
– –
-43,372
Closed -$2.63M
ACVA icon
4077
ACV Auctions
ACVA
$1.35B
– –
-150,000
Closed -$1.08M
ADCT icon
4078
ADC Therapeutics
ADCT
$134M
– –
-71,100
Closed -$343K
ZNB
4079
Zeta Network Group
ZNB
$2.27M
– –
0
– -$53K
ADT icon
4080
ADT
ADT
$5.46B
– –
-148,900
Closed -$1.11M
AEHL icon
4081
Antelope Enterprise Holdings
AEHL
$5.37M
– –
0
– -$7K
AFRM icon
4082
Affirm
AFRM
$26.2B
– –
-1,047,000
Closed -$19.6M
AG icon
4083
First Majestic Silver
AG
$9.26B
– –
-2,143,938
Closed -$16.3M
AGCO icon
4084
AGCO
AGCO
$6.96B
– –
-71,300
Closed -$6.86M
AGIO icon
4085
Agios Pharmaceuticals
AGIO
$2B
– –
-31,000
Closed -$877K
AIG icon
4086
American International
AIG
$39.8B
– –
-648,460
Closed -$30.8M
AIRI icon
4087
Air Industries Group
AIRI
$12.2M
– –
-2,220
Closed -$15K
AIRS icon
4088
AirSculpt Technologies
AIRS
$244M
– –
-111,000
Closed -$714K
AIV
4089
Aimco
AIV
$379M
– –
-926,440
Closed -$6.76M
ALAR
4090
Alarum Technologies
ALAR
$13.4M
– –
-8,632
Closed -$38K
AMAT icon
4091
Applied Materials
AMAT
$424B
– –
-2,748,165
Closed -$225M
AMBA icon
4092
Ambarella
AMBA
$3.6B
– –
-318,478
Closed -$17.9M
AMKR icon
4093
Amkor Technology
AMKR
$14.3B
– –
-36,000
Closed -$614K
ANTX icon
4094
AN2 Therapeutics
ANTX
$226M
– –
-22,000
Closed -$382K
ANY icon
4095
Sphere 3D
ANY
$18M
– –
-667
Closed -$21K
APD icon
4096
Air Products & Chemicals
APD
$68B
– –
-18,900
Closed -$4.4M
ARBK
4097
Argo Blockchain
ARBK
$42.3M
– –
-115
Closed -$96K
ARKG icon
4098
ARK Genomic Revolution ETF
ARKG
$1.78B
– –
-17,800
Closed -$585K
ARQT icon
4099
Arcutis Biotherapeutics
ARQT
$3.25B
– –
-65,000
Closed -$1.24M
ASTC icon
4100
Astrotech Corp
ASTC
$17.9M
– –
-5,286
Closed -$70K
162 163
164
165 166

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Jim Simons's Q4 2022 Portfolio in Review

As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
  • Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
  • Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
  • Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
  • Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
  • Jim Simons opened 626 new positions and closed 524 in Q4 2022.
  • Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.