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 | |
|---|---|---|---|---|---|---|
|
PRMW
476
DELISTED
Primo Water Corporation
PRMW
| $33.7M | 0.05% |
2,166,742
-408,000
| -16% | -$5.93M |
|
|
ANSS
477
DELISTED
Ansys
ANSS
| $33.6M | 0.05% |
139,029
+2,100
| +2% | +$489K |
|
478
Travere Therapeutics
TVTX
$5.79B
| $33.5M | 0.05% |
1,593,522
+86,100
| +6% | +$1.82M |
|
479
Perion Network
PERI
$384M
| $33.5M | 0.05% |
1,324,343
-40,800
| -3% | -$994K |
|
480
InterDigital
IDCC
$8.88B
| $33.5M | 0.05% |
676,911
-55,156
| -8% | -$2.69M |
|
481
Gaming and Leisure Properties
GLPI
$12.7B
| $33.4M | 0.05% |
641,530
+139,300
| +28% | +$6.95M |
|
482
Ametek
AME
$58.7B
| $33.3M | 0.05% |
238,550
-357,500
| -60% | -$47.4M |
|
483
Winmark
WINA
$1.26B
| $33.1M | 0.05% |
140,231
-5,000
| -3% | -$1.19M |
|
484
TripAdvisor
TRIP
$1.29B
| $33M | 0.05% |
1,836,600
+1,647,700
| +872% | +$34.4M |
|
485
Allegion
ALLE
$14.2B
| $33M | 0.05% |
313,600
-94,900
| -23% | -$9.9M |
|
486
Ashland
ASH
$3.36B
| $32.9M | 0.05% |
305,575
+205,300
| +205% | +$21.6M |
|
487
Zoetis
ZTS
$31.3B
| $32.8M | 0.04% |
223,774
-338,626
| -60% | -$50.1M |
|
|
AY
488
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $32.6M | 0.04% |
1,260,455
+422,300
| +50% | +$11.4M |
|
489
Plains GP Holdings
PAGP
$5.04B
| $32.6M | 0.04% |
2,623,453
+815,124
| +45% | +$10.2M |
|
490
Dick's Sporting Goods
DKS
$18.1B
| $32.6M | 0.04% |
271,200
+114,100
| +73% | +$12.9M |
|
491
Monolithic Power Systems
MPWR
$67B
| $32.6M | 0.04% |
92,186
-331,155
| -78% | -$119M |
|
492
FirstEnergy
FE
$27.1B
| $32.4M | 0.04% |
773,167
+46,700
| +6% | +$1.83M |
|
493
Ventas
VTR
$46.3B
| $32.3M | 0.04% |
717,161
-94,000
| -12% | -$3.96M |
|
494
Whirlpool
WHR
$2.79B
| $32.3M | 0.04% |
+228,357
| New | +$32.5M |
|
495
HubSpot
HUBS
$12B
| $32.3M | 0.04% |
111,600
-121,000
| -52% | -$34.3M |
|
496
Albemarle
ALB
$15.4B
| $32.2M | 0.04% |
+148,508
| New | +$39.6M |
|
497
BCE
BCE
$21.7B
| $32.2M | 0.04% |
731,958
+279,360
| +62% | +$12.6M |
|
498
EQT Corp
EQT
$33.8B
| $32.1M | 0.04% |
949,300
-2,417,964
| -72% | -$97.1M |
|
|
MRO
499
DELISTED
Marathon Oil Corporation
MRO
| $32.1M | 0.04% |
1,185,146
+966,946
| +443% | +$28.1M |
|
500
CRISPR Therapeutics
CRSP
$5.22B
| $32M | 0.04% |
786,600
+193,300
| +33% | +$10.3M |
|
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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.