We are live on ! Find out more
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
PEGA icon
4326
Pegasystems
PEGA
$5.44B
– –
-796,848
Closed -$19.1M
PGRE
4327
DELISTED
Paramount Group
PGRE
– –
-81,700
Closed -$591K
PHAT icon
4328
Phathom Pharmaceuticals
PHAT
$688M
– –
-24,000
Closed -$203K
PLAB icon
4329
Photronics
PLAB
$1.95B
– –
-34,500
Closed -$672K
PLBC icon
4330
Plumas Bancorp
PLBC
$433M
– –
-7,200
Closed -$205K
PPSI
4331
Pioneer Power Solutions
PPSI
$32.7M
– –
-22,900
Closed -$66K
PRO
4332
DELISTED
PROS Holdings
PRO
– –
-72,700
Closed -$1.91M
ALP
4333
Alpha Compute
ALP
$4.48M
– –
-526
Closed -$73K
PSCE icon
4334
Invesco S&P SmallCap Energy ETF
PSCE
$103M
– –
-7,460
Closed -$325K
PSHG icon
4335
Performance Shipping
PSHG
$21.9M
– –
-2,956
Closed -$24K
PSK icon
4336
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
– –
-13,300
Closed -$477K
PSN icon
4337
Parsons
PSN
$5.15B
– –
-19,600
Closed -$792K
PUMP icon
4338
ProPetro Holding
PUMP
$1.43B
– –
-133,800
Closed -$1.34M
PWZ icon
4339
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.17B
– –
-51,952
Closed -$1.26M
PZA icon
4340
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
– –
-256,193
Closed -$6M
QH
4341
Quhuo Limited Class A Ordinary Shares
QH
$13.9M
– –
-28
Closed -$10K
QLD icon
4342
ProShares Ultra QQQ
QLD
$13.9B
– –
-9,800
Closed -$203K
QNRX
4343
Quoin Pharmaceuticals
QNRX
$10.7M
– –
-12
Closed -$29K
REAL icon
4344
The RealReal
REAL
$1.44B
– –
-232,000
Closed -$578K
REPX icon
4345
Riley Exploration Permian
REPX
$809M
– –
-16,300
Closed -$394K
REXR icon
4346
Rexford Industrial Realty
REXR
$8.07B
– –
-847,400
Closed -$48.8M
RLAY icon
4347
Relay Therapeutics
RLAY
$4.38B
– –
-25,900
Closed -$434K
RNAZ icon
4348
TransCode Therapeutics
RNAZ
$3.63M
– –
0
– -$25K
ROBO icon
4349
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
– –
-4,700
Closed -$211K
ROST icon
4350
Ross Stores
ROST
$80.8B
– –
-228,328
Closed -$16M
172 173
174
175 176

Similar funds

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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.