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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
VINO
4501
DELISTED
Gaucho Group Holdings, Inc. Common Stock
VINO
– –
-25
Closed -$7K
FUV
4502
DELISTED
Arcimoto, Inc. Common Stock
FUV
– –
-6,435
Closed -$178K
MOTS
4503
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
– –
-674
Closed -$25K
MTBL
4504
DELISTED
Moatable, Inc. American Depositary Share (each representing forty-five (45) Class A Ordinary Shares)
MTBL
– –
-190,100
Closed -$563K
CURO
4505
DELISTED
CURO Group Holdings Corp.
CURO
– –
-32,300
Closed -$130K
POL
4506
DELISTED
Polished.com Inc.
POL
– –
-10,643
Closed -$277K
IMGN
4507
DELISTED
Immunogen Inc
IMGN
– –
-1,705,140
Closed -$8.15M
COMS
4508
DELISTED
COMSovereign Holding Corp. Common Stock
COMS
– –
-781
Closed -$6K
MRTX
4509
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
– –
-240,927
Closed -$16.8M
SFE
4510
DELISTED
Safeguard Scientifics, Inc.
SFE
– –
-14,717
Closed -$55K
BETS
4511
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
– –
-1
Closed -$2K
SLGC
4512
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
– –
-505,364
Closed -$1.47M
TBLT
4513
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
– –
-5,583
Closed -$740K
TCBP
4514
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
– –
-1
Closed -$41K
CANO
4515
DELISTED
Cano Health, Inc.
CANO
– –
-1,662
Closed -$1.44M
CYTO
4516
DELISTED
Altamira Therapeutics Ltd
CYTO
– –
-50
Closed -$6K
BRQS
4517
DELISTED
Borqs Technologies, Inc. Ordinary Shares
BRQS
– –
-1,042
Closed -$9K
EMAN
4518
DELISTED
eMagin Corporation
EMAN
– –
-34,549
Closed -$20K
SYNH
4519
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
– –
-68,300
Closed -$3.22M
PTRA
4520
DELISTED
Proterra Inc. Common Stock
PTRA
– –
-134,700
Closed -$671K
WLMS
4521
DELISTED
Williams Industrial Services Group Inc.
WLMS
– –
-17,609
Closed -$26K
SEV
4522
DELISTED
Sono Group N.V. Common Shares
SEV
– –
-287,168
Closed -$729K
TTCF
4523
DELISTED
Tattooed Chef, Inc Class A Common Stock
TTCF
– –
-13,100
Closed -$65K
KSPN
4524
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
– –
-36,653
Closed -$56K
MNTV
4525
DELISTED
Momentive Global Inc. Common Stock
MNTV
– –
-248,100
Closed -$1.44M
179 180
181
182 183

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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.