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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
-4.35%
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
$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
IUSB icon
4226
iShares Core Universal USD Bond ETF
IUSB
$43.2B
– –
-110,751
Closed -$5.18M
IUSG icon
4227
iShares Core S&P US Growth ETF
IUSG
$33.8B
– –
-4,700
Closed -$393K
IVLU icon
4228
iShares MSCI Intl Value Factor ETF
IVLU
$4.54B
– –
-9,541
Closed -$212K
IWF icon
4229
iShares Russell 1000 Growth ETF
IWF
$128B
– –
-11,600
Closed -$634K
IWM icon
4230
iShares Russell 2000 ETF
IWM
$82.1B
– –
-38,100
Closed -$6.45M
IWO icon
4231
iShares Russell 2000 Growth ETF
IWO
$15B
– –
-18,700
Closed -$3.86M
IWY icon
4232
iShares Russell Top 200 Growth ETF
IWY
$16.6B
– –
-5,800
Closed -$726K
IXC icon
4233
iShares Global Energy ETF
IXC
$2.73B
– –
-36,200
Closed -$1.23M
IXUS icon
4234
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
– –
-80,600
Closed -$4.6M
IYF icon
4235
iShares US Financials ETF
IYF
$4.41B
– –
-4,400
Closed -$308K
IYT icon
4236
iShares US Transportation ETF
IYT
$2.26B
– –
-4,800
Closed -$255K
IYW icon
4237
iShares US Technology ETF
IYW
$25.4B
– –
-14,100
Closed -$1.13M
JACK icon
4238
Jack in the Box
JACK
$363M
– –
-8,000
Closed -$448K
JHMM icon
4239
John Hancock Multifactor Mid Cap ETF
JHMM
$6.15B
– –
-5,200
Closed -$230K
JNJ icon
4240
Johnson & Johnson
JNJ
$630B
– –
-116,100
Closed -$20.6M
KBA icon
4241
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
– –
-60,400
Closed -$2.34M
KBR icon
4242
KBR
KBR
$4.74B
– –
-288,300
Closed -$14M
KBWB icon
4243
Invesco KBW Bank ETF
KBWB
$6.83B
– –
-5,300
Closed -$274K
KEX icon
4244
Kirby Corp
KEX
$7.17B
– –
-67,200
Closed -$4.09M
KEY icon
4245
KeyCorp
KEY
$24.5B
– –
-1,114,151
Closed -$19.2M
KMI icon
4246
Kinder Morgan
KMI
$70.7B
– –
-5,027,431
Closed -$84.3M
KOP icon
4247
Koppers
KOP
$845M
– –
-13,800
Closed -$312K
KPRX icon
4248
Kiora Pharmaceuticals
KPRX
$11.5M
– –
-116
Closed -$20K
KRP icon
4249
Kimbell Royalty Partners
KRP
$1.5B
– –
-165,973
Closed -$2.6M
KSCP icon
4250
Knightscope
KSCP
$30M
– –
-784
Closed -$118K
168 169
170
171 172

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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.