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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
SONO icon
4376
Sonos
SONO
$1.78B
– –
-266,900
Closed -$4.82M
SPAB icon
4377
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
– –
-178,000
Closed -$4.69M
SPDN icon
4378
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$199M
– –
-119,700
Closed -$2.04M
SPEM icon
4379
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
– –
-21,900
Closed -$761K
SPFI icon
4380
South Plains Financial
SPFI
$848M
– –
-29,300
Closed -$707K
SPIB icon
4381
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-62,700
Closed -$2.05M
SPMB icon
4382
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.04B
– –
-45,100
Closed -$1.03M
SPR
4383
DELISTED
Spirit AeroSystems
SPR
– –
-16,500
Closed -$483K
SPT icon
4384
Sprout Social
SPT
$600M
– –
-88,700
Closed -$5.15M
SPYV icon
4385
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
– –
-29,600
Closed -$1.09M
SR icon
4386
Spire
SR
$4.87B
– –
-45,800
Closed -$3.41M
SRG
4387
Seritage Growth Properties
SRG
$135M
– –
-84,500
Closed -$440K
SSBI icon
4388
Summit State Bank
SSBI
$88.1M
– –
-12,890
Closed -$196K
SSP icon
4389
E.W. Scripps
SSP
$307M
– –
-53,370
Closed -$666K
STAG icon
4390
STAG Industrial
STAG
$7.08B
– –
-223,200
Closed -$6.89M
STEM icon
4391
Stem
STEM
$52.8M
– –
-69,575
Closed -$9.96M
STKH
4392
Steakholder Foods
STKH
$2.36M
– –
-9
Closed -$37K
STLD icon
4393
Steel Dynamics
STLD
$37.8B
– –
-351,200
Closed -$23.2M
STRS
4394
DELISTED
STRATUS PPTYS INC
STRS
– –
-9,600
Closed -$309K
SUB icon
4395
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-200,300
Closed -$21M
SUPV
4396
Grupo Supervielle
SUPV
$733M
– –
-20,644
Closed -$28K
SYF icon
4397
Synchrony
SYF
$25.5B
– –
-1,762,600
Closed -$48.7M
TAOP icon
4398
Taoping
TAOP
$8.24M
– –
-65
Closed -$21K
TAP icon
4399
Molson Coors Class B
TAP
$7.83B
– –
-131,700
Closed -$7.18M
TDS icon
4400
Telephone and Data Systems
TDS
$3.84B
– –
-34,031
Closed -$537K
174 175
176
177 178

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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.