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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
INFY icon
4176
Infosys
INFY
$49.7B
– –
-83,700
Closed -$1.51M
INGR icon
4177
Ingredion
INGR
$6.54B
– –
-4,600
Closed -$450K
INSM icon
4178
Insmed
INSM
$28.9B
– –
-27,300
Closed -$545K
INTR icon
4179
Inter&Co
INTR
$2.23B
– –
-66,981
Closed -$140K
INTU icon
4180
Intuit
INTU
$91.6B
– –
-41,148
Closed -$16M
IPAC icon
4181
iShares Core MSCI Pacific ETF
IPAC
$2.78B
– –
-11,900
Closed -$639K
IREN icon
4182
Iris Energy
IREN
$15.6B
– –
-150,400
Closed -$188K
IRM icon
4183
Iron Mountain
IRM
$37B
– –
-80,600
Closed -$4.02M
ITW icon
4184
Illinois Tool Works
ITW
$83.3B
– –
-157,900
Closed -$34.8M
IUSB icon
4185
iShares Core Universal USD Bond ETF
IUSB
$43.2B
– –
-96,600
Closed -$4.34M
IUSV icon
4186
iShares Core S&P US Value ETF
IUSV
$27.8B
– –
-24,600
Closed -$1.74M
IVE icon
4187
iShares S&P 500 Value ETF
IVE
$50B
– –
-24,500
Closed -$3.55M
IVOL icon
4188
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$270M
– –
-20,700
Closed -$468K
IWC icon
4189
iShares Micro-Cap ETF
IWC
$1.5B
– –
-2,700
Closed -$291K
IWD icon
4190
iShares Russell 1000 Value ETF
IWD
$84B
– –
-27,200
Closed -$4.13M
IWP icon
4191
iShares Russell Mid-Cap Growth ETF
IWP
$21B
– –
-12,500
Closed -$1.04M
IWR icon
4192
iShares Russell Mid-Cap ETF
IWR
$57.9B
– –
-4,400
Closed -$297K
IWS icon
4193
iShares Russell Mid-Cap Value ETF
IWS
$16B
– –
-10,200
Closed -$1.07M
IX icon
4194
ORIX
IX
$44.1B
– –
-24,500
Closed -$395K
IXC icon
4195
iShares Global Energy ETF
IXC
$2.74B
– –
-16,700
Closed -$651K
IXG icon
4196
iShares Global Financials ETF
IXG
$698M
– –
-4,900
Closed -$344K
IXJ icon
4197
iShares Global Healthcare ETF
IXJ
$4.23B
– –
-8,800
Closed -$747K
IXN icon
4198
iShares Global Tech ETF
IXN
$9.35B
– –
-13,900
Closed -$623K
IYC icon
4199
iShares US Consumer Discretionary ETF
IYC
$1.21B
– –
-5,200
Closed -$296K
IYF icon
4200
iShares US Financials ETF
IYF
$4.41B
– –
-9,600
Closed -$725K
166 167
168
169 170

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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.