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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
PFSI icon
4326
PennyMac Financial
PFSI
$3.98B
– –
-7,600
Closed -$326K
PICK icon
4327
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.33B
– –
-19,500
Closed -$664K
PKG icon
4328
Packaging Corp of America
PKG
$22.9B
– –
-95,600
Closed -$10.7M
PLAY icon
4329
Dave & Buster's
PLAY
$349M
– –
-454,447
Closed -$14.1M
PLD icon
4330
Prologis
PLD
$133B
– –
-1,500,614
Closed -$152M
PLMR icon
4331
Palomar
PLMR
$3.47B
– –
-22,000
Closed -$1.84M
POR icon
4332
Portland General Electric
POR
$5.69B
– –
-58,765
Closed -$2.55M
PRF icon
4333
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
– –
-37,000
Closed -$1.03M
PRQR icon
4334
ProQR Therapeutics
PRQR
$271M
– –
-590,568
Closed -$439K
PSNY icon
4335
Polestar Automotive Holding UK
PSNY
$2B
– –
-380
Closed -$58K
PTC icon
4336
PTC
PTC
$16.3B
– –
-218,700
Closed -$22.9M
PTCT icon
4337
PTC Therapeutics
PTCT
$6.15B
– –
-5,600
Closed -$281K
PTIX
4338
DELISTED
Performance Technologies
PTIX
– –
-375
Closed -$12K
PTON icon
4339
Peloton Interactive
PTON
$2.46B
– –
-33,800
Closed -$234K
QFIN icon
4340
Qfin Holdings
QFIN
$1.56B
– –
-34,500
Closed -$442K
AIXC
4341
AIxCrypto Holdings Inc
AIXC
$16.1M
– –
-29
Closed -$4K
QQEW icon
4342
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
– –
-4,600
Closed -$385K
QQQJ icon
4343
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.18B
– –
-16,100
Closed -$357K
QQQM icon
4344
Invesco NASDAQ 100 ETF
QQQM
$102B
– –
-25,200
Closed -$2.77M
RDUS
4345
DELISTED
Radius Recycling
RDUS
– –
-63,911
Closed -$1.82M
REET icon
4346
iShares Global REIT ETF
REET
$5.01B
– –
-38,600
Closed -$821K
REKR icon
4347
Rekor Systems
REKR
$93.4M
– –
-335,299
Closed -$335K
REVB icon
4348
Revelation Biosciences
REVB
$4.42M
– –
0
– -$3K
RGEN icon
4349
Repligen
RGEN
$9.3B
– –
-18,912
Closed -$3.54M
RIVN icon
4350
Rivian
RIVN
$23.7B
– –
-12,500
Closed -$411K
172 173
174
175 176

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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.