Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$839M |
| 2 |
Amazon
AMZN
|
+$810M |
| 3 |
Tesla
TSLA
|
+$644M |
| 4 |
TSMC
TSM
|
+$546M |
| 5 |
Johnson & Johnson
JNJ
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$891M |
| 2 |
Home Depot
HD
|
+$441M |
| 3 |
JPMorgan Chase
JPM
|
+$335M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$317M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
HEICO Corp
HEI
$51.6B
| $39.2M | 0.05% |
255,164
+192,364
| +306% | +$30M |
|
427
TE Connectivity
TEL
$62.4B
| $39M | 0.05% |
339,800
+22,700
| +7% | +$2.7M |
|
428
OGE Energy
OGE
$9.71B
| $39M | 0.05% |
984,943
+184,600
| +23% | +$7M |
|
429
Capitol Federal Financial
CFFN
$1.09B
| $38.9M | 0.05% |
4,496,376
-443,300
| -9% | -$3.66M |
|
430
Tetra Tech
TTEK
$9.31B
| $38.9M | 0.05% |
1,338,600
-165,500
| -11% | -$4.78M |
|
431
Eldorado Gold
EGO
$10B
| $38.6M | 0.05% |
4,614,429
-633,904
| -12% | -$4.49M |
|
432
APA Corp
APA
$14B
| $38.4M | 0.05% |
822,491
-269,800
| -25% | -$12.1M |
|
433
Louisiana-Pacific
LPX
$5.2B
| $38.1M | 0.05% |
643,500
-309,900
| -33% | -$18.3M |
|
434
Align Technology
ALGN
$12.4B
| $37.9M | 0.05% |
+179,581
| New | +$35.9M |
|
435
NetEase
NTES
$78.7B
| $37.8M | 0.05% |
520,700
+83,200
| +19% | +$5.66M |
|
436
iQIYI
IQ
$1.31B
| $37.8M | 0.05% |
7,130,800
+3,789,000
| +113% | +$11M |
|
437
Marqeta
MQ
$1.71B
| $37.5M | 0.05% |
1,535,825
-392,889
| -20% | -$10.7M |
|
438
Tenaris
TS
$26.6B
| $37.4M | 0.05% |
1,063,744
-511,284
| -32% | -$16.4M |
|
|
CS
439
DELISTED
Credit Suisse Group
CS
| $37.2M | 0.05% |
12,232,988
+7,442,369
| +155% | +$29M |
|
440
Alaska Air
ALK
$5.3B
| $36.7M | 0.05% |
854,000
+566,100
| +197% | +$24.9M |
|
|
STOR
441
DELISTED
STORE Capital Corporation
STOR
| $36.7M | 0.05% |
1,143,500
+419,800
| +58% | +$13.3M |
|
442
Patterson-UTI
PTEN
$4.14B
| $36.6M | 0.05% |
2,170,659
-25,862
| -1% | -$427K |
|
443
Kearny Financial
KRNY
$604M
| $36.5M | 0.05% |
3,599,013
-301,872
| -8% | -$3.03M |
|
444
Canadian Imperial Bank of Commerce
CM
$112B
| $36.5M | 0.05% |
902,828
+383,200
| +74% | +$16.9M |
|
445
JB Hunt Transport Services
JBHT
$26.6B
| $36.4M | 0.05% |
208,944
+52,223
| +33% | +$9.11M |
|
446
Thor Industries
THO
$4.1B
| $36.4M | 0.05% |
481,800
+369,900
| +331% | +$29.7M |
|
447
RB Global
RBA
$16B
| $36.3M | 0.05% |
627,008
+62,000
| +11% | +$3.61M |
|
448
Crown Castle
CCI
$32.3B
| $36.2M | 0.05% |
267,003
-38,700
| -13% | -$5.23M |
|
449
Centene
CNC
$32.5B
| $36.1M | 0.05% |
440,112
-1,086,581
| -71% | -$88.8M |
|
450
Perrigo
PRGO
$1.77B
| $36M | 0.05% |
1,056,718
-16,990
| -2% | -$599K |
|
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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.