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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
TELL
4501
DELISTED
Tellurian Inc.
TELL
– –
-554,401
Closed -$1.65M
PWSC
4502
DELISTED
PowerSchool Holdings, Inc.
PWSC
– –
-29,500
Closed -$355K
EGIO
4503
DELISTED
Edgio, Inc. Common Stock
EGIO
– –
-12,168
Closed -$1.12M
VLD
4504
DELISTED
Velo3D, Inc.
VLD
– –
-8,521
Closed -$412K
CONN
4505
DELISTED
Conn's Inc.
CONN
– –
-45,312
Closed -$363K
TPHS
4506
DELISTED
Trinity Place Holdings Inc.com
TPHS
– –
-14,907
Closed -$15K
NRGD
4507
DELISTED
MicroSectors US Big Oil -3x Inverse Leveraged ETN
NRGD
– –
-1,078
Closed -$963K
DLA
4508
DELISTED
Delta Apparel Inc.
DLA
– –
-9,975
Closed -$283K
HRT
4509
DELISTED
HireRight Holdings Corporation
HRT
– –
-24,800
Closed -$352K
DMTK
4510
DELISTED
DermTech, Inc. Common Stock
DMTK
– –
-29,200
Closed -$162K
DCPH
4511
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
– –
-88,900
Closed -$1.17M
GOEV
4512
DELISTED
Canoo Inc. Class A Common Stock
GOEV
– –
-2,276
Closed -$1.94M
MDRX
4513
DELISTED
Veradigm Inc. Common Stock
MDRX
– –
-219,000
Closed -$3.25M
NVTA
4514
DELISTED
Invitae Corporation
NVTA
– –
-1,345,818
Closed -$3.28M
WTER
4515
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
– –
-26,740
Closed -$158K
SRC
4516
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
– –
-147,380
Closed -$5.57M
NETI
4517
DELISTED
Eneti Inc.
NETI
– –
-162,458
Closed -$997K
MCOM
4518
DELISTED
micromobility.com Inc. Class A Common stock
MCOM
– –
-25
Closed -$124K
AUVI
4519
DELISTED
Applied UV, Inc. Common Stock
AUVI
– –
-117
Closed -$33K
SONX
4520
DELISTED
Sonendo, Inc.
SONX
– –
-18,089
Closed -$31K
APRN
4521
DELISTED
Blue Apron Holdings, Inc. Class A Common Stock
APRN
– –
-15,275
Closed -$667K
NATI
4522
DELISTED
National Instruments Corp
NATI
– –
-15,200
Closed -$475K
YVR
4523
DELISTED
Liquid Media Group Ltd. Common Shares
YVR
– –
-12,113
Closed -$19K
PDCE
4524
DELISTED
PDC Energy, Inc.
PDCE
– –
-241,275
Closed -$14.9M
SMFL
4525
DELISTED
Smart for Life, Inc. Common Stock
SMFL
– –
-3
Closed -$6K
179 180
181
182 183

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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.