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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
DVLT
4476
Datavault AI
DVLT
$262M
– –
-13
Closed -$21K
JOYY
4477
JOYY Inc
JOYY
$3.7B
– –
-54,800
Closed -$1.73M
EVBN
4478
DELISTED
Evans Bancorp Inc
EVBN
– –
-13,739
Closed -$514K
BERY
4479
DELISTED
Berry Global Group, Inc.
BERY
– –
-327,503
Closed -$18.2M
PYCR
4480
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
– –
-87,400
Closed -$2.14M
NXU
4481
DELISTED
Nxu, Inc. Class A Common Stock
NXU
– –
-4
Closed -$40K
SILV
4482
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-209,000
Closed -$1.25M
CTLT
4483
DELISTED
CATALENT, INC.
CTLT
– –
-124,800
Closed -$5.62M
LEV
4484
DELISTED
The Lion Electric Company
LEV
– –
-255,000
Closed -$573K
MRO
4485
DELISTED
Marathon Oil Corporation
MRO
– –
-1,185,146
Closed -$32.1M
NTBL
4486
DELISTED
Notable Labs, Ltd. Ordinary Shares
NTBL
– –
-7,557
Closed -$32K
VTNR
4487
DELISTED
Vertex Energy, Inc
VTNR
– –
-77,500
Closed -$481K
RNLX
4488
DELISTED
Renalytix plc American Depositary Shares
RNLX
– –
-45,000
Closed -$84K
BGXX
4489
DELISTED
Bright Green Corporation Common Stock
BGXX
– –
-309,900
Closed -$145K
LKCO
4490
DELISTED
Luokung Technology Corp Ordinary Shares
LKCO
– –
-208
Closed -$8K
AIU
4491
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
– –
-3,060
Closed -$16K
VTRU
4492
DELISTED
Vitru Limited Common Shares
VTRU
– –
-9,210
Closed -$207K
FUSN
4493
DELISTED
Fusion Pharmaceuticals Inc. Common Shares
FUSN
– –
-23,500
Closed -$74K
OPGN
4494
DELISTED
OpGen, Inc
OPGN
– –
-867
Closed -$24K
VAXX
4495
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
– –
-107,594
Closed -$151K
AEL
4496
DELISTED
American Equity Investment Life Holding Company
AEL
– –
-21,800
Closed -$995K
MDC
4497
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-275,420
Closed -$8.7M
MGAM
4498
DELISTED
Mobile Global Esports Inc. Common Stock
MGAM
– –
-16,183
Closed -$13K
AMAM
4499
DELISTED
Ambrx Biopharma Inc
AMAM
– –
-32,500
Closed -$74K
GMBL
4500
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
– –
-2
Closed -$5K
178 179
180
181 182

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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.