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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
RDNW
4351
RideNow Group
RDNW
$251M
– –
-43,495
Closed -$736K
ROG icon
4352
Rogers Corp
ROG
$2.41B
– –
-18,100
Closed -$4.38M
ROIV icon
4353
Roivant Sciences
ROIV
$25.5B
– –
-227,400
Closed -$732K
HIND
4354
Vyome Holdings
HIND
$15.8M
– –
0
– -$10K
RSPT icon
4355
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.86B
– –
-13,000
Closed -$294K
RUN icon
4356
Sunrun
RUN
$2.42B
– –
-625,945
Closed -$17.3M
RVMD icon
4357
Revolution Medicines
RVMD
$44.1B
– –
-68,900
Closed -$1.36M
RVSN icon
4358
Rail Vision
RVSN
$10.2M
– –
-59
Closed -$9K
RWO icon
4359
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
– –
-11,300
Closed -$437K
SABR icon
4360
Sabre
SABR
$803M
– –
-1,544,000
Closed -$7.95M
SAGE
4361
DELISTED
Sage Therapeutics
SAGE
– –
-12,700
Closed -$497K
SBCF icon
4362
Seacoast Banking Corp of Florida
SBCF
$3.42B
– –
-46,100
Closed -$1.39M
SCCO icon
4363
Southern Copper
SCCO
$164B
– –
-199,179
Closed -$8.18M
SCHA icon
4364
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-29,600
Closed -$559K
SCHF icon
4365
Schwab International Equity ETF
SCHF
$68.5B
– –
-109,600
Closed -$1.54M
SCHG icon
4366
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
– –
-95,200
Closed -$1.33M
SCHL icon
4367
Scholastic
SCHL
$780M
– –
-30,401
Closed -$935K
SCHP icon
4368
Schwab US TIPS ETF
SCHP
$16.2B
– –
-196,200
Closed -$5.08M
SCHX icon
4369
Schwab US Large- Cap ETF
SCHX
$74.3B
– –
-63,900
Closed -$902K
SCNI
4370
Scinai Immunotherapeutics
SCNI
$1.22M
– –
-184
Closed -$13K
SCS
4371
DELISTED
Steelcase
SCS
– –
-27,202
Closed -$177K
SCSC icon
4372
Scansource
SCSC
$1.05B
– –
-29,810
Closed -$787K
SHOE
4373
Shoe Station Group
SHOE
$428M
– –
-20,979
Closed -$450K
SDOT icon
4374
Sadot Group
SDOT
$12.9M
– –
-130
Closed -$98K
SENS icon
4375
Senseonics Holdings Inc
SENS
$416M
– –
-93,379
Closed -$2.46M
173 174
175
176 177

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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.