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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
-4.35%
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
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.4%
2 Technology 18.51%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.67%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGOV icon
4201
iShares International Treasury Bond ETF
IGOV
$1.54B
– –
-4,900
Closed -$200K
IHI icon
4202
iShares US Medical Devices ETF
IHI
$3.48B
– –
-16,800
Closed -$847K
IIIV icon
4203
i3 Verticals
IIIV
$325M
– –
-10,500
Closed -$263K
IJH icon
4204
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-33,500
Closed -$1.52M
IJK icon
4205
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
– –
-11,600
Closed -$739K
IJT icon
4206
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
– –
-7,973
Closed -$840K
ILF icon
4207
iShares Latin America 40 ETF
ILF
$3.69B
– –
-208,978
Closed -$4.71M
ILMN icon
4208
Illumina
ILMN
$29.1B
– –
-61,924
Closed -$11.1M
IMCG icon
4209
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.18B
– –
-7,500
Closed -$390K
IMRX icon
4210
Immuneering
IMRX
$336M
– –
-25,537
Closed -$138K
IMTX icon
4211
Immatics
IMTX
$1.31B
– –
-36,400
Closed -$317K
INFY icon
4212
Infosys
INFY
$50.3B
– –
-808,100
Closed -$15M
INM icon
4213
InMed Pharmaceuticals
INM
$7.64M
– –
-99
Closed -$23K
INMB icon
4214
INmune Bio
INMB
$57.7M
– –
-32,100
Closed -$284K
INVH icon
4215
Invitation Homes
INVH
$18B
– –
-43,000
Closed -$1.53M
IPG
4216
DELISTED
Interpublic Group of Companies
IPG
– –
-196,900
Closed -$5.42M
IPO icon
4217
Renaissance IPO ETF
IPO
$166M
– –
-26,660
Closed -$803K
IPW icon
4218
iPower
IPW
$712K
– –
-7
Closed -$17K
IQLT icon
4219
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
– –
-66,900
Closed -$2.07M
IQV icon
4220
IQVIA
IQV
$39.8B
– –
-18,600
Closed -$4.04M
IR icon
4221
Ingersoll Rand
IR
$32.7B
– –
-204,100
Closed -$8.59M
IRTC icon
4222
iRhythm Holdings
IRTC
$4.06B
– –
-16,400
Closed -$1.77M
ITB icon
4223
iShares US Home Construction ETF
ITB
$2.37B
– –
-39,800
Closed -$2.09M
ITM icon
4224
VanEck Intermediate Muni ETF
ITM
$2.14B
– –
-316,635
Closed -$14.5M
ITW icon
4225
Illinois Tool Works
ITW
$82.9B
– –
-314,600
Closed -$57.3M
167 168
169
170 171

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

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

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.