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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
SLYV icon
4351
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-4,800
Closed -$356K
SMH icon
4352
VanEck Semiconductor ETF
SMH
$72.6B
– –
-13,434
Closed -$1.36M
SMMT icon
4353
Summit Therapeutics
SMMT
$12.4B
– –
-23,300
Closed -$99K
SMP icon
4354
Standard Motor Products
SMP
$880M
– –
-41,500
Closed -$1.44M
SMPL icon
4355
Simply Good Foods
SMPL
$953M
– –
-50,700
Closed -$1.93M
SNDR icon
4356
Schneider National
SNDR
$6.24B
– –
-75,300
Closed -$1.76M
SNDX icon
4357
Syndax Pharmaceuticals
SNDX
$1.84B
– –
-81,200
Closed -$2.07M
SNGX icon
4358
Soligenix
SNGX
$5.67M
– –
-284
Closed -$31K
SNPS icon
4359
Synopsys
SNPS
$79.3B
– –
-273,734
Closed -$87.4M
SNTI icon
4360
Senti Biosciences Holdings
SNTI
$11.2M
– –
-1,770
Closed -$25K
SNV
4361
DELISTED
Synovus
SNV
– –
-114,218
Closed -$4.29M
SONM icon
4362
DNA X Inc
SONM
$5.36M
– –
-244
Closed -$19K
SONY icon
4363
Sony
SONY
$137B
– –
-47,500
Closed -$725K
SOPA
4364
DELISTED
Society Pass
SOPA
– –
-760
Closed -$11K
SPB icon
4365
Spectrum Brands
SPB
$2.02B
– –
-4,200
Closed -$256K
SPGP icon
4366
Invesco S&P 500 GARP ETF
SPGP
$2.31B
– –
-13,000
Closed -$1.07M
SPHB icon
4367
Invesco S&P 500 High Beta ETF
SPHB
$946M
– –
-15,600
Closed -$972K
SPMD icon
4368
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$19B
– –
-19,900
Closed -$846K
SPSB icon
4369
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
– –
-73,800
Closed -$2.17M
SPSM icon
4370
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
– –
-33,500
Closed -$1.24M
SPTM icon
4371
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
– –
-6,900
Closed -$326K
SPYD icon
4372
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
– –
-10,600
Closed -$420K
SPYV icon
4373
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-47,000
Closed -$1.83M
SQQQ icon
4374
ProShares UltraPro Short QQQ
SQQQ
$1.72B
– –
-3,348
Closed -$4.52M
SR icon
4375
Spire
SR
$4.89B
– –
-10,600
Closed -$730K
173 174
175
176 177

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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.