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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
SGHT icon
4376
Sight Sciences
SGHT
$427M
– –
-31,586
Closed -$201K
SGLY icon
4377
Singularity Future Technology
SGLY
$5.52M
– –
-72
Closed -$25K
SGOL icon
4378
abrdn Physical Gold Shares ETF
SGOL
$7.46B
– –
-138,307
Closed -$2.2M
SHAK icon
4379
Shake Shack
SHAK
$2.9B
– –
-123,200
Closed -$5.54M
SID icon
4380
Companhia Siderúrgica Nacional
SID
$1.15B
– –
-183,600
Closed -$437K
SIL icon
4381
Global X Silver Miners ETF NEW
SIL
$4.86B
– –
-16,800
Closed -$405K
SILJ icon
4382
Amplify Junior Silver Miners ETF
SILJ
$3.97B
– –
-64,700
Closed -$590K
SINT icon
4383
SiNtx Technologies
SINT
$11.3M
– –
-4
Closed -$28K
SIVR icon
4384
abrdn Physical Silver Shares ETF
SIVR
$4.5B
– –
-47,700
Closed -$871K
SLM icon
4385
SLM Corp
SLM
$5.11B
– –
-143,600
Closed -$2.01M
SLS icon
4386
SELLAS Life Sciences
SLS
$2.17B
– –
-22,400
Closed -$45K
SLV icon
4387
iShares Silver Trust
SLV
$31.5B
– –
-43,100
Closed -$754K
SMG icon
4388
ScottsMiracle-Gro
SMG
$3.61B
– –
-10,200
Closed -$436K
SMID icon
4389
Smith-Midland
SMID
$147M
– –
-9,700
Closed -$259K
SNES icon
4390
SenesTech
SNES
$6.83M
– –
-13
Closed -$11K
SOND
4391
DELISTED
Sonder
SOND
– –
-4,045
Closed -$134K
SOXX icon
4392
iShares Semiconductor ETF
SOXX
$45.2B
– –
-30,600
Closed -$3.25M
SPDW icon
4393
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-56,995
Closed -$1.47M
SPHD icon
4394
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
– –
-67,900
Closed -$2.66M
SPHQ icon
4395
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
– –
-5,800
Closed -$230K
SPYM
4396
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
– –
-15,200
Closed -$638K
SPYG icon
4397
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
– –
-15,400
Closed -$772K
SSNC icon
4398
SS&C Technologies
SSNC
$18.7B
– –
-80,000
Closed -$3.82M
STIP icon
4399
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-209,300
Closed -$20.1M
SWKS icon
4400
Skyworks Solutions
SWKS
$10.3B
– –
-115,500
Closed -$9.85M
174 175
176
177 178

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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.