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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
+7.5%
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
$75.4B
AUM Growth
+$2.26B
Cap. Flow
-$978M
Cap. Flow %
-1.3%
Top 10 Hldgs %
10.8%
Holding
4,600
New
524
Increased
1,665
Reduced
1,689
Closed
668

Top Buys

Rank Stock Value
1
FRC
First Republic Bank
FRC
+$734M
2
BA icon
Boeing
BA
+$493M
3
PFE icon
Pfizer
PFE
+$478M
4
UNH icon
UnitedHealth
UNH
+$440M
5
HON icon
Honeywell
HON
+$364M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.05B
2
AMD icon
Advanced Micro Devices
AMD
+$447M
3
TSM icon
TSMC
TSM
+$441M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$372M
5
XOM icon
ExxonMobil
XOM
+$321M

Sector Composition

Rank Sector Weight
1 Healthcare 20.34%
2 Technology 16.84%
3 Consumer Discretionary 12.66%
4 Industrials 10.11%
5 Consumer Staples 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWJ icon
4326
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.08B
– –
-6,600
Closed -$239K
RWR icon
4327
State Street SPDR Dow Jones REIT ETF
RWR
$1.86B
– –
-3,400
Closed -$296K
SAIA icon
4328
Saia
SAIA
$9.75B
– –
-58,898
Closed -$12.3M
SBET icon
4329
Sharplink Inc
SBET
$1.36B
– –
-1,101
Closed -$41K
SBRA icon
4330
Sabra Healthcare REIT
SBRA
$5.15B
– –
-17,000
Closed -$211K
SCHH icon
4331
Schwab US REIT ETF
SCHH
$11.2B
– –
-34,000
Closed -$656K
SCHM icon
4332
Schwab US Mid-Cap ETF
SCHM
$15.2B
– –
-34,500
Closed -$755K
SCHO icon
4333
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-191,200
Closed -$4.61M
SCHV
4334
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-10,500
Closed -$231K
SCHZ icon
4335
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-95,000
Closed -$2.17M
SERA icon
4336
Sera Prognostics
SERA
$78.3M
– –
-26,400
Closed -$33K
SF
4337
Stifel
SF
$12.7B
– –
-364,223
Closed -$14.2M
SFNC icon
4338
Simmons First National
SFNC
$3.43B
– –
-306,257
Closed -$6.61M
SHC icon
4339
Sotera Health
SHC
$5.39B
– –
-71,000
Closed -$591K
SHIP icon
4340
Seanergy Maritime Holdings
SHIP
$340M
– –
-11,750
Closed -$58K
SHY icon
4341
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-233,700
Closed -$19M
SHYG icon
4342
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
– –
-10,100
Closed -$413K
SIDU icon
4343
Sidus Space
SIDU
$255M
– –
-1,059
Closed -$115K
SIGI icon
4344
Selective Insurance
SIGI
$5.62B
– –
-30,394
Closed -$2.69M
SIRI icon
4345
SiriusXM
SIRI
$9.51B
– –
-194,814
Closed -$11.4M
SITE icon
4346
SiteOne Landscape Supply
SITE
$4.25B
– –
-54,400
Closed -$6.38M
SKX
4347
DELISTED
Skechers
SKX
– –
-50,400
Closed -$2.11M
SLDP icon
4348
Solid Power
SLDP
$539M
– –
-727,400
Closed -$1.85M
SLE icon
4349
Super League Enterprise
SLE
$5.47M
– –
-4
Closed -$13K
SLNH icon
4350
Soluna Holdings
SLNH
$211M
– –
-12,823
Closed -$84K
172 173
174
175 176

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Jim Simons's Q1 2023 Portfolio in Review

As of Q1 2023, Jim Simons held 4,600 positions worth $75.4B, up 3.1% from $73.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons's Q1 2023 filing shows 524 new, 1,665 increased, 1,689 reduced and 668 closed positions. Its largest new stake was Honeywell: 1,937,917 shares worth $349M. The largest sale was Apple, an estimated $1.05B.

By sector, the portfolio is most concentrated in Healthcare at 20% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Jim Simons's largest Q1 2023 buy was Honeywell: 1,937,917 shares worth $349M.
  • Jim Simons added most to First Republic Bank in Q1 2023, an estimated $734M increase.
  • Jim Simons's biggest Q1 2023 reduction was Apple, cutting an estimated $1.05B.
  • Jim Simons fully exited Advanced Micro Devices in Q1 2023, selling an estimated $447M.
  • Jim Simons's ten largest holdings make up 11% of its $75.4B portfolio in Q1 2023.
  • Jim Simons opened 524 new positions and closed 668 in Q1 2023.
  • Jim Simons's portfolio value rose 3.1% quarter-over-quarter to $75.4B.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.