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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
LNW
4276
DELISTED
Light & Wonder
LNW
– –
-14,728
Closed -$632K
LQD icon
4277
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-59,400
Closed -$6.09M
LRCX icon
4278
Lam Research
LRCX
$406B
– –
-2,073,560
Closed -$75.9M
LSCC icon
4279
Lattice Semiconductor
LSCC
$18.4B
– –
-326,000
Closed -$16M
LYEL icon
4280
Lyell Immunopharma
LYEL
$358M
– –
-2,035
Closed -$298K
MA icon
4281
Mastercard
MA
$489B
– –
-150,800
Closed -$42.9M
MAG
4282
DELISTED
MAG Silver
MAG
– –
-61,400
Closed -$768K
MC icon
4283
Moelis & Co
MC
$4.89B
– –
-210,544
Closed -$7.12M
MCHI icon
4284
iShares MSCI China ETF
MCHI
$6.23B
– –
-133,200
Closed -$5.67M
MCO icon
4285
Moody's
MCO
$82.4B
– –
-2,100
Closed -$511K
MDIA icon
4286
Mediaco Holding
MDIA
$78.3M
– –
-27,600
Closed -$50K
MEC icon
4287
Mayville Engineering Co
MEC
$613M
– –
-67,397
Closed -$439K
ONT
4288
Onterris Inc
ONT
$570M
– –
-40,900
Closed -$1.38M
MGC icon
4289
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
– –
-1,700
Closed -$212K
MGTX icon
4290
MeiraGTx Holdings
MGTX
$1.2B
– –
-83,972
Closed -$706K
MIDD icon
4291
Middleby
MIDD
$5.26B
– –
-12,100
Closed -$1.55M
MJ icon
4292
Amplify Alternative Harvest ETF
MJ
$111M
– –
-4,117
Closed -$227K
MKC icon
4293
McCormick & Company Non-Voting
MKC
$14.2B
– –
-17,600
Closed -$1.25M
MLCO icon
4294
Melco Resorts & Entertainment
MLCO
$2.15B
– –
-806,900
Closed -$5.35M
MLM icon
4295
Martin Marietta Materials
MLM
$32.7B
– –
-4,894
Closed -$1.58M
ORIO
4296
Orion Digital Corp
ORIO
$19.7M
– –
-35,736
Closed -$99K
MSFT icon
4297
Microsoft
MSFT
$3.68T
– –
-3,824,284
Closed -$891M
MTA
4298
Metalla Royalty & Streaming
MTA
$854M
– –
-135,700
Closed -$527K
MTN icon
4299
Vail Resorts
MTN
$5.22B
– –
-101,100
Closed -$21.8M
MTX icon
4300
Minerals Technologies
MTX
$2.28B
– –
-20,800
Closed -$1.03M
170 171
172
173 174

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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.