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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
VBIO
4401
Valion Bio
VBIO
$3.61M
– –
-15
Closed -$17K
TRVG
4402
trivago
TRVG
$378M
– –
-31,740
Closed -$214K
TSAT icon
4403
Telesat
TSAT
$937M
– –
-17,700
Closed -$133K
TTMI icon
4404
TTM Technologies
TTMI
$14.7B
– –
-21,069
Closed -$318K
TTSH
4405
DELISTED
Tile Shop Holdings
TTSH
– –
-15,100
Closed -$66K
TUR icon
4406
iShares MSCI Turkey ETF
TUR
$220M
– –
-51,000
Closed -$1.89M
UDR icon
4407
UDR
UDR
$12B
– –
-158,598
Closed -$6.14M
UGI icon
4408
UGI
UGI
$7.64B
– –
-5,500
Closed -$204K
UL icon
4409
Unilever
UL
$133B
– –
-30,311
Closed -$1.72M
UNIT
4410
Uniti Group
UNIT
$2.32B
– –
-877,186
Closed -$4.85M
URA icon
4411
Global X Uranium ETF
URA
$6.38B
– –
-163,100
Closed -$3.27M
URNM icon
4412
Sprott Uranium Miners ETF
URNM
$2.06B
– –
-20,500
Closed -$651K
USAU icon
4413
US Gold Corp
USAU
$255M
– –
-15,100
Closed -$72K
USDU icon
4414
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$457M
– –
-11,075
Closed -$289K
USEA icon
4415
United Maritime
USEA
$25.5M
– –
-32,861
Closed -$145K
USIG icon
4416
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
– –
-44,700
Closed -$2.19M
USMV icon
4417
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-21,700
Closed -$1.56M
UVIX icon
4418
2x Long VIX Futures ETF
UVIX
$208M
– –
-3
Closed -$166K
VAL icon
4419
Valaris
VAL
$5.94B
– –
-93,800
Closed -$6.34M
VANI icon
4420
Vivani Medical
VANI
$122M
– –
-56,600
Closed -$48K
VAW icon
4421
Vanguard Materials ETF
VAW
$3.1B
– –
-2,600
Closed -$443K
VB icon
4422
Vanguard Morningstar Small-Cap ETF
VB
$83B
– –
-3,300
Closed -$606K
VBK icon
4423
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.9B
– –
-1,800
Closed -$361K
VBR icon
4424
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-4,500
Closed -$715K
VBTX
4425
DELISTED
Veritex Holdings
VBTX
– –
-110,223
Closed -$3.1M
175 176
177
178 179

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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.