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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
BR icon
4126
Broadridge
BR
$19.6B
– –
-140,500
Closed -$20.3M
BRKR icon
4127
Bruker
BRKR
$8.83B
– –
-273,510
Closed -$14.5M
BTAI icon
4128
BioXcel Therapeutics
BTAI
$34.9M
– –
-2,219
Closed -$420K
BULZ icon
4129
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
$338M
– –
-388,100
Closed -$1.01M
BURL icon
4130
Burlington
BURL
$22.4B
– –
-217,900
Closed -$24.4M
BYSI icon
4131
BeyondSpring
BYSI
$41M
– –
-170,996
Closed -$169K
CAKE icon
4132
Cheesecake Factory
CAKE
$5.57B
– –
-34,045
Closed -$997K
CASH icon
4133
Pathward Financial
CASH
$1.79B
– –
-21,900
Closed -$722K
CDLX icon
4134
Cardlytics
CDLX
$25.1M
– –
-22,774
Closed -$2.14M
CELH icon
4135
Celsius Holdings
CELH
$7.28B
– –
-438,900
Closed -$13.3M
CGGR icon
4136
Capital Group Growth ETF
CGGR
$25.3B
– –
-56,600
Closed -$1.1M
CHDN icon
4137
Churchill Downs
CHDN
$6.2B
– –
-157,250
Closed -$14.5M
CHRS icon
4138
Coherus Oncology
CHRS
$176M
– –
-52,800
Closed -$507K
CHTR icon
4139
Charter Communications
CHTR
$18.7B
– –
-48,900
Closed -$14.8M
CHWY icon
4140
Chewy
CHWY
$9.2B
– –
-11,400
Closed -$350K
CKPT
4141
DELISTED
Checkpoint Therapeutics
CKPT
– –
-35,750
Closed -$372K
CLDX icon
4142
Celldex Therapeutics
CLDX
$3.35B
– –
-25,888
Closed -$728K
CMCSA icon
4143
Comcast
CMCSA
$92.9B
– –
-6,211,676
Closed -$182M
CNSP icon
4144
CNS Pharmaceuticals
CNSP
$7.53M
– –
0
– -$10K
COGT icon
4145
Cogent Biosciences
COGT
$6.47B
– –
-15,168
Closed -$226K
COHR icon
4146
Coherent
COHR
$64B
– –
-8,000
Closed -$279K
COLM icon
4147
Columbia Sportswear
COLM
$2.96B
– –
-26,300
Closed -$1.77M
COPX icon
4148
Global X Copper Miners ETF NEW
COPX
$7.97B
– –
-23,100
Closed -$653K
CPAC
4149
Cementos Pacasmayo
CPAC
$1.03B
– –
-10,133
Closed -$47K
CQQQ icon
4150
Invesco China Technology ETF
CQQQ
$3.19B
– –
-9,500
Closed -$345K
164 165
166
167 168

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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.