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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
KXIN icon
4251
Kaixin Holdings
KXIN
$8.37M
– –
0
– -$24K
LAZR
4252
DELISTED
Luminar Technologies
LAZR
– –
-26,320
Closed -$2.34M
LE icon
4253
Lands' End
LE
$392M
– –
-112,883
Closed -$1.2M
LEE icon
4254
Lee Enterprises
LEE
$180M
– –
-10,720
Closed -$204K
LEMB icon
4255
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$722M
– –
-10,000
Closed -$342K
LEN icon
4256
Lennar Class A
LEN
$20.7B
– –
-112,631
Closed -$7.69M
LESL icon
4257
Leslie's
LESL
$12.3M
– –
-2,335
Closed -$709K
LFST icon
4258
Lifestance Health
LFST
$4.43B
– –
-245,100
Closed -$1.36M
FNUC
4259
Frontier Nuclear and Minerals Inc
FNUC
$50.5M
– –
-869
Closed -$27K
LKFN icon
4260
Lakeland Financial Corp
LKFN
$1.55B
– –
-4,851
Closed -$322K
LMT icon
4261
Lockheed Martin
LMT
$138B
– –
-541,600
Closed -$233M
LOOP icon
4262
Loop Industries
LOOP
$31M
– –
-50,900
Closed -$197K
LPLA icon
4263
LPL Financial
LPLA
$29.3B
– –
-24,200
Closed -$4.46M
LPG icon
4264
Dorian LPG
LPG
$1.9B
– –
-164,300
Closed -$2.5M
LUMN icon
4265
Lumen
LUMN
$6.52B
– –
-1,420,203
Closed -$15.5M
MARA icon
4266
Marathon Digital Holdings
MARA
$3.72B
– –
-1,636,538
Closed -$8.74M
MAS icon
4267
Masco
MAS
$14.7B
– –
-306,100
Closed -$15.5M
MBB icon
4268
iShares MBS ETF
MBB
$39.1B
– –
-161,000
Closed -$15.7M
MCBS icon
4269
MetroCity Bankshares
MCBS
$1.03B
– –
-15,394
Closed -$313K
MCK icon
4270
McKesson
MCK
$104B
– –
-1,100
Closed -$359K
MD icon
4271
Pediatrix Medical
MD
$2.14B
– –
-140,200
Closed -$2.95M
MDYG icon
4272
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.96B
– –
-5,600
Closed -$341K
MET icon
4273
MetLife
MET
$61.5B
– –
-64,600
Closed -$4.06M
METV icon
4274
Roundhill Ball Metaverse ETF
METV
$211M
– –
-13,900
Closed -$112K
MGM icon
4275
MGM Resorts International
MGM
$11.1B
– –
-75,600
Closed -$2.19M
169 170
171
172 173

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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.