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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
TTWO icon
4426
Take-Two Interactive
TTWO
$46.8B
– –
-310,639
Closed -$33.9M
TXN icon
4427
Texas Instruments
TXN
$257B
– –
-247,771
Closed -$38.4M
U icon
4428
Unity
U
$19.3B
– –
-75,100
Closed -$2.39M
UHAL icon
4429
U-Haul Holding Co
UHAL
$14.3B
– –
-127,660
Closed -$6.5M
UNCY icon
4430
Unicycive Therapeutics
UNCY
$137M
– –
-1,290
Closed -$8K
URBN icon
4431
Urban Outfitters
URBN
$6.8B
– –
-21,200
Closed -$417K
URTH icon
4432
iShares MSCI World ETF
URTH
$8.32B
– –
-8,200
Closed -$820K
USRT icon
4433
iShares Core US REIT ETF
USRT
$4.53B
– –
-9,400
Closed -$447K
UXIN
4434
Uxin Ltd
UXIN
$257M
– –
-2,695
Closed -$162K
VCLT icon
4435
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
– –
-22,000
Closed -$1.61M
VEA icon
4436
Vanguard FTSE Developed Markets ETF
VEA
$236B
– –
-18,500
Closed -$673K
VECO icon
4437
Veeco
VECO
$3.07B
– –
-27,710
Closed -$508K
VHT icon
4438
Vanguard Health Care ETF
VHT
$19B
– –
-1,200
Closed -$268K
VIOO icon
4439
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.31B
– –
-7,600
Closed -$614K
VLO icon
4440
Valero Energy
VLO
$93.3B
– –
-1,166,388
Closed -$125M
VMI icon
4441
Valmont Industries
VMI
$9.52B
– –
-12,500
Closed -$3.36M
VNQ icon
4442
Vanguard Real Estate ETF
VNQ
$38.3B
– –
-59,100
Closed -$4.74M
VONE icon
4443
Vanguard Russell 1000 ETF
VONE
$8.65B
– –
-4,400
Closed -$719K
VONG icon
4444
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
– –
-25,000
Closed -$1.35M
VOOG icon
4445
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
– –
-18,000
Closed -$626K
VOT icon
4446
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-3,100
Closed -$529K
VPU
4447
Vanguard Utilities ETF
VPU
$8.44B
– –
-12,600
Closed -$1.79M
VRDN icon
4448
Viridian Therapeutics
VRDN
$2.6B
– –
-101,600
Closed -$2.08M
VRNA
4449
DELISTED
Verona Pharma
VRNA
– –
-210,100
Closed -$2.15M
VSEC icon
4450
VSE Corp
VSEC
$6.79B
– –
-11,700
Closed -$414K
176 177
178
179 180

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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.