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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
VXF icon
4451
Vanguard Extended Market ETF
VXF
$31.9B
– –
-5,200
Closed -$682K
WAL icon
4452
Western Alliance Bancorporation
WAL
$8.89B
– –
-119,304
Closed -$8.42M
WCC
4453
WESCO International
WCC
$17.8B
– –
-115,374
Closed -$12.4M
WEBS icon
4454
Direxion Daily Dow Jones Internet Bear 3X ETF
WEBS
$7.15M
– –
-750
Closed -$386K
WHR icon
4455
Whirlpool
WHR
$2.84B
– –
-160,825
Closed -$24.9M
WING icon
4456
Wingstop
WING
$3.03B
– –
-4,700
Closed -$351K
WIT icon
4457
Wipro
WIT
$19.5B
– –
-333,600
Closed -$886K
WMT icon
4458
Walmart Inc
WMT
$901B
– –
-1,068,456
Closed -$43.3M
WOOF icon
4459
Petco
WOOF
$782M
– –
-109,400
Closed -$1.61M
WPP icon
4460
WPP
WPP
$5.83B
– –
-20,000
Closed -$1.01M
WRLD icon
4461
World Acceptance Corp
WRLD
$873M
– –
-3,325
Closed -$373K
WRN
4462
Western Copper and Gold
WRN
$553M
– –
-39,060
Closed -$52K
WSC icon
4463
WillScot Mobile Mini Holdings
WSC
$4.15B
– –
-79,600
Closed -$2.58M
WTW icon
4464
Willis Towers Watson
WTW
$31.8B
– –
-166,520
Closed -$32.9M
WULF icon
4465
TeraWulf
WULF
$8.36B
– –
-127,246
Closed -$153K
XHB icon
4466
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
– –
-56,875
Closed -$3.11M
XLG icon
4467
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
– –
-7,000
Closed -$201K
XME icon
4468
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
– –
-67,400
Closed -$2.92M
XMMO icon
4469
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
– –
-3,600
Closed -$256K
XOMA
4470
DELISTED
Xoma
XOMA
– –
-32,800
Closed -$731K
XOP icon
4471
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.67B
– –
-36,800
Closed -$4.4M
XRT icon
4472
State Street SPDR S&P Retail ETF
XRT
$645M
– –
-78,900
Closed -$4.59M
XSW icon
4473
State Street SPDR S&P Software & Services ETF
XSW
$497M
– –
-4,000
Closed -$444K
XT icon
4474
iShares Future Exponential Technologies ETF
XT
$3.97B
– –
-8,300
Closed -$398K
XYL icon
4475
Xylem
XYL
$28.8B
– –
-686,300
Closed -$53.7M
177 178
179
180 181

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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.