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 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
AY
426
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $37.9M | 0.05% |
1,283,555
+23,100
| +2% | +$627K |
|
427
Iridium Communications
IRDM
$5.27B
| $37.9M | 0.05% |
612,299
+162,539
| +36% | +$9.73M |
|
428
CarMax
KMX
$8.27B
| $37.9M | 0.05% |
589,700
-297,700
| -34% | -$19.9M |
|
429
Evertec
EVTC
$1.81B
| $37.7M | 0.05% |
1,116,626
+132,006
| +13% | +$4.64M |
|
430
Progressive
PGR
$121B
| $37.6M | 0.05% |
262,700
-218,600
| -45% | -$30.1M |
|
431
Enova International
ENVA
$6.5B
| $37.5M | 0.05% |
844,932
+41,757
| +5% | +$1.89M |
|
432
Edwards Lifesciences
EW
$53.5B
| $37.4M | 0.05% |
452,204
-784,696
| -63% | -$61.7M |
|
433
Trip.com Group
TCOM
$28.8B
| $37.4M | 0.05% |
992,512
+462,512
| +87% | +$17.2M |
|
434
SSR Mining
SSRM
$6.58B
| $37.4M | 0.05% |
2,472,643
-354,900
| -13% | -$5.41M |
|
435
Honda
HMC
$40.6B
| $37.2M | 0.05% |
1,403,398
-452,600
| -24% | -$11.4M |
|
436
Coty
COTY
$2.44B
| $37.1M | 0.05% |
3,079,330
+1,533,200
| +99% | +$16.2M |
|
437
argenx
ARGX
$55.1B
| $37.1M | 0.05% |
99,600
+15,500
| +18% | +$5.74M |
|
438
Roku
ROKU
$22.4B
| $37M | 0.05% |
562,143
-1,988,024
| -78% | -$116M |
|
439
Cirrus Logic
CRUS
$6.13B
| $36.9M | 0.05% |
337,520
+238,700
| +242% | +$23.2M |
|
440
Enbridge
ENB
$112B
| $36.9M | 0.05% |
967,353
-755,500
| -44% | -$29.6M |
|
441
Extra Space Storage
EXR
$31.1B
| $36.9M | 0.05% |
+226,500
| New | +$35.6M |
|
442
Clear Secure
YOU
$4.84B
| $36.5M | 0.05% |
1,394,050
+429,050
| +44% | +$12.2M |
|
443
Southwest Airlines
LUV
$22B
| $36.4M | 0.05% |
1,119,103
-623,280
| -36% | -$21.2M |
|
444
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
| $36.4M | 0.05% |
877,922
-60,000
| -6% | -$2.57M |
|
445
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $36.2M | 0.05% |
485,100
+345,700
| +248% | +$25.3M |
|
446
Olin
OLN
$2.13B
| $36.1M | 0.05% |
650,300
+52,000
| +9% | +$2.98M |
|
447
Walt Disney
DIS
$178B
| $36M | 0.05% |
+359,993
| New | +$36.3M |
|
448
Academy Sports + Outdoors
ASO
$3.03B
| $35.7M | 0.05% |
547,800
-807,400
| -60% | -$47.6M |
|
449
Cardinal Health
CAH
$55B
| $35.5M | 0.05% |
470,700
-71,700
| -13% | -$5.41M |
|
450
Alexandria Real Estate Equities
ARE
$8.27B
| $35.5M | 0.05% |
282,900
+202,600
| +252% | +$29.8M |
|
Similar funds
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.