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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
CRDO icon
4151
Credo Technology Group
CRDO
$49.6B
– –
-117,638
Closed -$1.29M
CRGY icon
4152
Crescent Energy
CRGY
$3.93B
– –
-11,600
Closed -$156K
CSGP icon
4153
CoStar Group
CSGP
$13.4B
– –
-43,200
Closed -$3.01M
CVAC
4154
DELISTED
CureVac
CVAC
– –
-99,348
Closed -$783K
CWK icon
4155
Cushman & Wakefield Ltd
CWK
$3.37B
– –
-655,600
Closed -$7.51M
DBEF icon
4156
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.46B
– –
-9,200
Closed -$308K
DBI icon
4157
Designer Brands
DBI
$312M
– –
-401,230
Closed -$6.14M
DD icon
4158
DuPont de Nemours
DD
$19.5B
– –
-74,061
Closed -$4.68M
DES icon
4159
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
– –
-16,100
Closed -$414K
DFEM icon
4160
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.38B
– –
-11,200
Closed -$229K
DFIN icon
4161
Donnelley Financial Solutions
DFIN
$1.22B
– –
-10,200
Closed -$377K
DIS icon
4162
Walt Disney
DIS
$181B
– –
-608,638
Closed -$57.4M
DLN icon
4163
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
– –
-5,700
Closed -$315K
DNB
4164
DELISTED
Dun & Bradstreet
DNB
– –
-188,200
Closed -$2.33M
DOW icon
4165
Dow Inc
DOW
$21.9B
– –
-114,900
Closed -$5.05M
DRTS icon
4166
Alpha Tau Medical
DRTS
$1.31B
– –
-19,016
Closed -$111K
DRV icon
4167
Direxion Daily Real Estate Bear 3X ETF
DRV
$25.5M
– –
-8,900
Closed -$600K
DRVN icon
4168
Driven Brands
DRVN
$2.12B
– –
-31,100
Closed -$870K
DXPE icon
4169
DXP Enterprises
DXPE
$3B
– –
-31,700
Closed -$751K
DY icon
4170
Dycom Industries
DY
$12.3B
– –
-44,400
Closed -$4.24M
E icon
4171
ENI
E
$79.1B
– –
-49,800
Closed -$1.05M
EAT icon
4172
Brinker International
EAT
$10.2B
– –
-364,800
Closed -$9.11M
EEMA icon
4173
iShares MSCI Emerging Markets Asia ETF
EEMA
$871M
– –
-4,000
Closed -$230K
EFV icon
4174
iShares MSCI EAFE Value ETF
EFV
$30.1B
– –
-26,000
Closed -$1M
EFX icon
4175
Equifax
EFX
$21.8B
– –
-11,895
Closed -$2.04M
165 166
167
168 169

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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.