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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
UPST icon
4426
Upstart Holdings
UPST
$2.91B
– –
-213,800
Closed -$6.76M
BSIN
4427
Big Sky Industrial
BSIN
$74.8M
– –
-201,059
Closed -$696K
VAL icon
4428
Valaris
VAL
$6.03B
– –
-53,900
Closed -$2.28M
VATE icon
4429
INNOVATE Corp
VATE
$102M
– –
-1,800
Closed -$31K
VCR icon
4430
Vanguard Consumer Discretionary ETF
VCR
$6.15B
– –
-4,900
Closed -$1.11M
VDC icon
4431
Vanguard Consumer Staples ETF
VDC
$7.92B
– –
-5,200
Closed -$964K
TONX
4432
TON Strategy Co
TONX
$172M
– –
-38
Closed -$160K
VERV
4433
DELISTED
Verve Therapeutics
VERV
– –
-311,200
Closed -$4.75M
VEU icon
4434
Vanguard FTSE All-World ex-US ETF
VEU
$70B
– –
-105,400
Closed -$5.27M
VGK icon
4435
Vanguard FTSE Europe ETF
VGK
$31B
– –
-87,900
Closed -$4.64M
VIGI icon
4436
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
– –
-3,900
Closed -$268K
VIGL
4437
DELISTED
Vigil Neuroscience
VIGL
– –
-37,488
Closed -$97K
EMPD
4438
Empery Digital
EMPD
$74.5M
– –
0
– -$32K
VMBS icon
4439
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-94,041
Closed -$4.5M
VNM icon
4440
VanEck Vietnam ETF
VNM
$507M
– –
-29,800
Closed -$429K
VOC icon
4441
VOC Energy
VOC
$53.2M
– –
-115,600
Closed -$750K
VOO icon
4442
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-2,000
Closed -$694K
VOOV icon
4443
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-2,100
Closed -$279K
VOX icon
4444
Vanguard Communication Services ETF
VOX
$5.82B
– –
-11,200
Closed -$1.05M
VPL icon
4445
Vanguard FTSE Pacific ETF
VPL
$8.42B
– –
-35,100
Closed -$2.23M
GGRP
4446
Glimpse Group
GGRP
$20.8M
– –
-57,800
Closed -$230K
VRNT
4447
DELISTED
Verint Systems
VRNT
– –
-36,600
Closed -$1.55M
VRSK icon
4448
Verisk Analytics
VRSK
$23.6B
– –
-123,100
Closed -$21.3M
VTEB icon
4449
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-397,200
Closed -$19.8M
VTWO icon
4450
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-8,600
Closed -$588K
176 177
178
179 180

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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.