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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
SWTX
4401
DELISTED
SpringWorks Therapeutics
SWTX
– –
-20,400
Closed -$582K
SWVL icon
4402
Swvl Holdings
SWVL
$14.4M
– –
-2,037
Closed -$43K
SWX icon
4403
Southwest Gas
SWX
$6.63B
– –
-17,200
Closed -$1.2M
SXTC icon
4404
China SXT Pharmaceuticals
SXTC
$1.87M
– –
0
– -$17K
T icon
4405
AT&T
T
$168B
– –
-9,931,986
Closed -$152M
TALO icon
4406
Talos Energy
TALO
$2.6B
– –
-190,700
Closed -$3.17M
TARK icon
4407
Tradr 2X Long Innovation ETF
TARK
$16.1M
– –
-16,800
Closed -$580K
TBT icon
4408
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$308M
– –
-162,400
Closed -$5.17M
TD icon
4409
Toronto Dominion Bank
TD
$201B
– –
-137,275
Closed -$8.42M
TDIV icon
4410
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.42B
– –
-5,000
Closed -$219K
TECK icon
4411
Teck Resources
TECK
$32.4B
– –
-179,861
Closed -$5.47M
TEO icon
4412
Telecom Argentina
TEO
$5.81B
– –
-14,500
Closed -$58K
TGS icon
4413
Transportadora de Gas del Sur
TGS
$4.22B
– –
-116,100
Closed -$857K
TIP icon
4414
iShares TIPS Bond ETF
TIP
$14.7B
– –
-65,330
Closed -$6.85M
TLH icon
4415
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
– –
-3,960
Closed -$431K
TM icon
4416
Toyota
TM
$225B
– –
-88,000
Closed -$11.5M
TMDX icon
4417
Transmedics
TMDX
$3.1B
– –
-102,999
Closed -$4.3M
TMF icon
4418
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.14B
– –
-4,230
Closed -$363K
TMV icon
4419
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$194M
– –
-54,000
Closed -$1.8M
TNDM icon
4420
Tandem Diabetes Care
TNDM
$1.63B
– –
-67,400
Closed -$3.23M
TRMB icon
4421
Trimble
TRMB
$13.5B
– –
-232,244
Closed -$12.6M
TROO icon
4422
TROOPS Inc
TROO
$239M
– –
-14,400
Closed -$15K
TSLQ icon
4423
Tradr TSLA Bear Daily ETF
TSLQ
$105M
– –
-733
Closed -$560K
TTEC icon
4424
TTEC Holdings
TTEC
$85.3M
– –
-23,022
Closed -$1.02M
TTT icon
4425
ProShares UltraPro Short 20+ Year Treasury
TTT
$18.5M
– –
-9,600
Closed -$730K
175 176
177
178 179

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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.