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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
LESL icon
4226
Leslie's
LESL
$12.4M
– –
-16,820
Closed -$4.11M
LFST icon
4227
Lifestance Health
LFST
$4.67B
– –
-30,814
Closed -$152K
LIND icon
4228
Lindblad Expeditions
LIND
$2.24B
– –
-123,113
Closed -$948K
NMAD
4229
Nomad Power Solutions
NMAD
$71.9M
– –
-1,060
Closed -$5K
PWCM
4230
PowerCompute, Inc. Common Stock
PWCM
$1.42M
– –
-527
Closed -$44K
LOB icon
4231
Live Oak Bancshares
LOB
$1.98B
– –
-79,900
Closed -$2.41M
LOOP icon
4232
Loop Industries
LOOP
$32.2M
– –
-54,111
Closed -$129K
LOW icon
4233
Lowe's Companies
LOW
$121B
– –
-770,300
Closed -$153M
LSPD icon
4234
Lightspeed Commerce
LSPD
$1.35B
– –
-171,400
Closed -$2.45M
LTPZ icon
4235
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$741M
– –
-3,500
Closed -$204K
LYB icon
4236
LyondellBasell Industries
LYB
$20.3B
– –
-44,800
Closed -$3.72M
MBB icon
4237
iShares MBS ETF
MBB
$39B
– –
-43,900
Closed -$4.07M
MBLY icon
4238
Mobileye
MBLY
$7.48B
– –
-157,988
Closed -$5.54M
MDT icon
4239
Medtronic
MDT
$116B
– –
-1,750,941
Closed -$136M
MDY icon
4240
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
– –
-4,200
Closed -$1.86M
MDYV icon
4241
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.88B
– –
-5,200
Closed -$337K
MEGL icon
4242
Magic Empire Global Ltd
MEGL
$6.13M
– –
-12,261
Closed -$63K
MLPX icon
4243
Global X MLP & Energy Infrastructure ETF
MLPX
$3.57B
– –
-5,400
Closed -$220K
MMYT icon
4244
MakeMyTrip
MMYT
$5.67B
– –
-26,167
Closed -$721K
MNRO icon
4245
Monro
MNRO
$359M
– –
-157,779
Closed -$7.13M
CALY
4246
Callaway Golf Company
CALY
$2.95B
– –
-119,600
Closed -$2.36M
MPB icon
4247
Mid Penn Bancorp
MPB
$969M
– –
-11,469
Closed -$344K
MRIN
4248
DELISTED
Marin Software
MRIN
– –
-6,019
Closed -$36K
MRUS
4249
DELISTED
Merus
MRUS
– –
-46,600
Closed -$721K
MSCI icon
4250
MSCI
MSCI
$40.9B
– –
-28,421
Closed -$13.2M
168 169
170
171 172

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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.