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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
+8.19%
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
$73.1B
AUM Growth
+$2.4B
Cap. Flow
-$1.43B
Cap. Flow %
-1.96%
Top 10 Hldgs %
11.25%
Holding
4,601
New
626
Increased
1,390
Reduced
2,018
Closed
524

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$839M
2
AMZN icon
Amazon
AMZN
+$810M
3
TSLA icon
Tesla
TSLA
+$644M
4
TSM icon
TSMC
TSM
+$546M
5
JNJ icon
Johnson & Johnson
JNJ
+$389M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$891M
2
HD icon
Home Depot
HD
+$441M
3
JPM icon
JPMorgan Chase
JPM
+$335M
4
NVO
Novo Nordisk
NVO
+$317M
5
ASML icon
ASML
ASML
+$315M

Sector Composition

Rank Sector Weight
1 Healthcare 20.81%
2 Technology 15.51%
3 Consumer Discretionary 11.84%
4 Consumer Staples 10.09%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
4251
Intuitive Surgical
ISRG
$142B
– –
-124,630
Closed -$23.4M
ITOT icon
4252
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
– –
-5,100
Closed -$406K
ITT icon
4253
ITT
ITT
$19.3B
– –
-102,900
Closed -$6.72M
ITRI icon
4254
Itron
ITRI
$4.46B
– –
-72,761
Closed -$3.06M
IVOO icon
4255
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.93B
– –
-3,000
Closed -$223K
IVW icon
4256
iShares S&P 500 Growth ETF
IVW
$77.3B
– –
-17,900
Closed -$1.04M
IWN icon
4257
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-5,700
Closed -$735K
IYR icon
4258
iShares US Real Estate ETF
IYR
$4.53B
– –
-106,100
Closed -$8.64M
JCI icon
4259
Johnson Controls International
JCI
$93.3B
– –
-472,444
Closed -$23.3M
JCSE icon
4260
JE Cleantech Holdings
JCSE
$7.77M
– –
-12,733
Closed -$33K
JPM icon
4261
JPMorgan Chase
JPM
$970B
– –
-3,201,486
Closed -$335M
KBWY icon
4262
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$307M
– –
-12,700
Closed -$241K
KIDS icon
4263
OrthoPediatrics
KIDS
$638M
– –
-16,000
Closed -$738K
KLAC icon
4264
KLA
KLAC
$272B
– –
-2,075,090
Closed -$62.8M
KRBN icon
4265
KraneShares Global Carbon Strategy ETF
KRBN
$131M
– –
-42,100
Closed -$1.57M
KRE icon
4266
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-8,100
Closed -$477K
KURA icon
4267
Kura Oncology
KURA
$889M
– –
-124,500
Closed -$1.7M
KW
4268
DELISTED
Kennedy-Wilson Holdings
KW
– –
-13,100
Closed -$203K
KWEB icon
4269
KraneShares CSI China Internet ETF
KWEB
$5.44B
– –
-136,500
Closed -$3.36M
LBRDA icon
4270
Liberty Broadband Class A
LBRDA
$5.08B
– –
-4,500
Closed -$336K
LBRDK icon
4271
Liberty Broadband Class C
LBRDK
$5.08B
– –
-202,975
Closed -$15M
LEG icon
4272
Leggett & Platt
LEG
$1.29B
– –
-11,200
Closed -$372K
LEVI icon
4273
Levi Strauss
LEVI
$8.69B
– –
-420,600
Closed -$6.09M
LIN icon
4274
Linde
LIN
$222B
– –
-572,900
Closed -$154M
LIT icon
4275
Global X Lithium & Battery Tech ETF
LIT
$1.61B
– –
-47,100
Closed -$3.11M
169 170
171
172 173

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Jim Simons's Q4 2022 Portfolio in Review

As of Q4 2022, Jim Simons held 4,601 positions worth $73.1B, up 3.4% from $70.7B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q4 2022 filing shows 626 new, 1,390 increased, 2,018 reduced and 524 closed positions. Its largest new stake was Johnson & Johnson: 2,254,125 shares worth $398M. The largest sale was Microsoft, an estimated $891M.

By sector, the portfolio is most concentrated in Healthcare at 21% of assets, up from 19% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q4 2022 buy was Johnson & Johnson: 2,254,125 shares worth $398M.
  • Jim Simons added most to Apple in Q4 2022, an estimated $839M increase.
  • Jim Simons's biggest Q4 2022 reduction was Novo Nordisk, cutting an estimated $317M.
  • Jim Simons fully exited Microsoft in Q4 2022, selling an estimated $891M.
  • Jim Simons's ten largest holdings make up 11% of its $73.1B portfolio in Q4 2022.
  • Jim Simons opened 626 new positions and closed 524 in Q4 2022.
  • Jim Simons's portfolio value rose 3.4% quarter-over-quarter to $73.1B.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.