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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
VSS icon
4451
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-6,600
Closed -$613K
VTWG icon
4452
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
– –
-5,500
Closed -$827K
VXUS icon
4453
Vanguard Total International Stock ETF
VXUS
$162B
– –
-34,100
Closed -$1.56M
WDAY icon
4454
Workday
WDAY
$44.8B
– –
-14,100
Closed -$2.15M
WEBL icon
4455
Direxion Daily Dow Jones Internet Bull 3X ETF
WEBL
$108M
– –
-79,500
Closed -$565K
WLK icon
4456
Westlake Corp
WLK
$10.3B
– –
-77,500
Closed -$6.73M
WSM icon
4457
Williams-Sonoma
WSM
$29.5B
– –
-67,000
Closed -$3.95M
WTRG icon
4458
Essential Utilities
WTRG
$11.4B
– –
-231,390
Closed -$9.57M
WYNN icon
4459
Wynn Resorts
WYNN
$10.8B
– –
-187,200
Closed -$11.8M
XBI icon
4460
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-4,100
Closed -$325K
XELB icon
4461
Xcel Brands
XELB
$5.77M
– –
-2,017
Closed -$19K
XIN
4462
DELISTED
Xinyuan Real Estate
XIN
– –
-8,880
Closed -$47K
XLF icon
4463
State Street Financial Select Sector SPDR ETF
XLF
$59B
– –
-206,200
Closed -$6.26M
XLI icon
4464
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
– –
-35,000
Closed -$2.9M
XLK icon
4465
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-70,800
Closed -$4.21M
XSD icon
4466
State Street SPDR S&P Semiconductor ETF
XSD
$2.85B
– –
-1,600
Closed -$243K
XXII
4467
22nd Century Group
XXII
$1.52M
– –
0
– -$520K
YMM icon
4468
Full Truck Alliance
YMM
$9.7B
– –
-18,900
Closed -$124K
ZUMZ icon
4469
Zumiez
ZUMZ
$322M
– –
-27,400
Closed -$590K
DAY
4470
DELISTED
Dayforce
DAY
– –
-4,237
Closed -$238K
ABTC
4471
American Bitcoin Corp
ABTC
$504M
– –
-19
Closed -$52K
XTIA icon
4472
XTI Aerospace
XTIA
$61.2M
– –
0
– -$76K
XYLO
4473
DELISTED
Xylo Technologies
XYLO
– –
-268
Closed -$6K
QCLS
4474
Q/C Technologies Inc
QCLS
$22.7M
– –
-3
Closed -$27K
UCB
4475
United Community Banks
UCB
$4.36B
– –
-7,509
Closed -$249K
177 178
179
180 181

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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.