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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
SSBI icon
4376
Summit State Bank
SSBI
– –
-11,290
Closed -$178K
ST icon
4377
Sensata Technologies
ST
$6.81B
– –
-51,400
Closed -$2.08M
STE icon
4378
Steris
STE
$22.8B
– –
-19,608
Closed -$3.62M
STG
4379
Sunlands Technology
STG
$44.9M
– –
-18,425
Closed -$134K
STGW icon
4380
Stagwell
STGW
$2.24B
– –
-13,900
Closed -$86K
STLD icon
4381
Steel Dynamics
STLD
$37.7B
– –
-63,900
Closed -$6.24M
STNE icon
4382
StoneCo
STNE
$2.41B
– –
-260,800
Closed -$2.46M
STR
4383
DELISTED
Sitio Royalties
STR
– –
-279,624
Closed -$8.07M
SKYA
4384
SkyAI Inc
SKYA
$51.1M
– –
-5
Closed -$37K
STT icon
4385
State Street
STT
$51.8B
– –
-10,961
Closed -$850K
SUI icon
4386
Sun Communities
SUI
$14.4B
– –
-124,500
Closed -$17.8M
SVC
4387
Service Properties Trust
SVC
$1.08B
– –
-19,480
Closed -$710K
SVIX icon
4388
-1x Short VIX Futures ETF
SVIX
$169M
– –
-14,500
Closed -$213K
SXT icon
4389
Sensient Technologies
SXT
$5.6B
– –
-41,100
Closed -$3M
CHAI
4390
Core AI Holdings Inc
CHAI
$6.48M
– –
0
– -$2K
TAN icon
4391
Invesco Solar ETF
TAN
$1.4B
– –
-4,000
Closed -$292K
TAP icon
4392
Molson Coors Class B
TAP
$7.75B
– –
-14,400
Closed -$742K
TBF icon
4393
ProShares Short 20+ Year Treasury ETF
TBF
$106M
– –
-130,400
Closed -$2.96M
TBPH icon
4394
Theravance Biopharma
TBPH
$879M
– –
-176,426
Closed -$1.98M
TDS icon
4395
Telephone and Data Systems
TDS
$3.85B
– –
-39,584
Closed -$415K
TDTT icon
4396
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
– –
-33,200
Closed -$781K
TDY icon
4397
Teledyne Technologies
TDY
$31.7B
– –
-43,727
Closed -$17.5M
TEL icon
4398
TE Connectivity
TEL
$62.6B
– –
-339,800
Closed -$39M
TENX icon
4399
Tenax Therapeutics
TENX
$61.7M
– –
-40
Closed -$7K
TGTX icon
4400
TG Therapeutics
TGTX
$7.7B
– –
-99,100
Closed -$1.17M
174 175
176
177 178

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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.