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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
VFH icon
4426
Vanguard Financials ETF
VFH
$13.8B
– –
-9,700
Closed -$802K
VGK icon
4427
Vanguard FTSE Europe ETF
VGK
$31B
– –
-7,300
Closed -$405K
VGLT icon
4428
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-19,500
Closed -$1.2M
VGSH icon
4429
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
– –
-338,420
Closed -$19.6M
VGT icon
4430
Vanguard Information Technology ETF
VGT
$147B
– –
-16,000
Closed -$639K
VNO icon
4431
Vornado Realty Trust
VNO
$7.24B
– –
-112,299
Closed -$2.34M
VO icon
4432
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-10,800
Closed -$550K
VOC icon
4433
VOC Energy
VOC
$53.2M
– –
-12,600
Closed -$131K
VOE icon
4434
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
– –
-5,700
Closed -$771K
VOO icon
4435
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-1,200
Closed -$422K
VOOV icon
4436
Vanguard S&P 500 Value ETF
VOOV
$6.76B
– –
-2,700
Closed -$378K
VOYA icon
4437
Voya Financial
VOYA
$8.9B
– –
-70,400
Closed -$4.33M
VRAX icon
4438
Virax Biolabs
VRAX
$2.29M
– –
-46
Closed -$8K
VRTS icon
4439
Virtus Investment Partners
VRTS
$1.11B
– –
-12,329
Closed -$2.36M
VTGN icon
4440
VistaGen Therapeutics
VTGN
$11.9M
– –
-3,493
Closed -$11K
VTLE
4441
DELISTED
Vital Energy
VTLE
– –
-6,900
Closed -$355K
VTV icon
4442
Vanguard Morningstar Value ETF
VTV
$192B
– –
-30,200
Closed -$4.24M
VTWO icon
4443
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-9,000
Closed -$633K
VV icon
4444
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
– –
-3,400
Closed -$592K
VIVO
4445
VivoPower PLC
VIVO
$124M
– –
-11,040
Closed -$27K
VWO icon
4446
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-165,500
Closed -$6.45M
VXF icon
4447
Vanguard Extended Market ETF
VXF
$31.9B
– –
-9,600
Closed -$1.27M
VXX icon
4448
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$145M
– –
-6,156
Closed -$1.39M
VYM icon
4449
Vanguard High Dividend Yield ETF
VYM
$83.8B
– –
-2,900
Closed -$314K
VYMI icon
4450
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
– –
-7,700
Closed -$459K
176 177
178
179 180

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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.