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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
-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
RPAR icon
4351
RPAR Risk Parity ETF
RPAR
$581M
– –
-17,100
Closed -$334K
RPG icon
4352
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
– –
-10,500
Closed -$310K
RRX icon
4353
Regal Rexnord
RRX
$11.5B
– –
-3,815
Closed -$433K
RSPD icon
4354
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$336M
– –
-12,300
Closed -$439K
RSPG icon
4355
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$596M
– –
-23,100
Closed -$1.42M
RVPH
4356
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
– –
-910
Closed -$20K
SAFE
4357
Safehold
SAFE
$1.08B
– –
-30,446
Closed -$2.03M
SAH icon
4358
Sonic Automotive
SAH
$2.55B
– –
-8,000
Closed -$293K
SAP icon
4359
SAP
SAP
$242B
– –
-332,800
Closed -$30.2M
SCHR
4360
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-11,800
Closed -$304K
SCHZ icon
4361
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
– –
-106,200
Closed -$2.54M
SCZ icon
4362
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
– –
-13,700
Closed -$748K
SGC icon
4363
Superior Group of Companies
SGC
$204M
– –
-25,401
Closed -$451K
SHEL icon
4364
Shell
SHEL
$250B
– –
-801,486
Closed -$41.9M
SHM icon
4365
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
– –
-466,900
Closed -$22.1M
SHOP icon
4366
Shopify
SHOP
$196B
– –
-14,036,600
Closed -$439M
SKE
4367
Skeena Resources
SKE
$4.13B
– –
-166,950
Closed -$882K
SLDP icon
4368
Solid Power
SLDP
$550M
– –
-30,800
Closed -$166K
SLGN icon
4369
Silgan Holdings
SLGN
$4.35B
– –
-87,700
Closed -$3.63M
SLQD icon
4370
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
-19,424
Closed -$941K
SMMT icon
4371
Summit Therapeutics
SMMT
$12.1B
– –
-49,118
Closed -$49K
SMPL icon
4372
Simply Good Foods
SMPL
$961M
– –
-31,300
Closed -$1.18M
SNDL icon
4373
Sundial Growers
SNDL
$323M
– –
-9,523
Closed -$31K
SNTG icon
4374
Sentage Holdings
SNTG
$5.72M
– –
-5,860
Closed -$18K
SONN
4375
DELISTED
Sonnet BioTherapeutics
SONN
– –
-32
Closed -$22K
173 174
175
176 177

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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.