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 |
Alphabet (Google) Class A
GOOGL
|
+$578M |
| 2 |
Micron Technology
MU
|
+$433M |
| 3 |
Advanced Micro Devices
AMD
|
+$404M |
| 4 |
Amazon
AMZN
|
+$398M |
| 5 |
Accenture
ACN
|
+$358M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$777M |
| 2 |
Meta Platforms (Facebook)
META
|
+$752M |
| 3 |
Tesla
TSLA
|
+$627M |
| 4 |
Chevron
CVX
|
+$528M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
601
AngloGold Ashanti
AU
$48.1B
| $23.3M | 0.03% |
1,687,400
+923,200
| +121% | +$13.2M |
|
602
Aon
AON
$75.7B
| $23.3M | 0.03% |
87,000
-151,100
| -63% | -$42.7M |
|
|
LTHM
603
DELISTED
Livent Corporation
LTHM
| $23.3M | 0.03% |
759,200
+463,500
| +157% | +$13M |
|
604
Johnson Controls International
JCI
$91.7B
| $23.3M | 0.03% |
472,444
-658,900
| -58% | -$34.9M |
|
605
Waterstone Financial
WSBF
$385M
| $23.2M | 0.03% |
1,436,336
-121,300
| -8% | -$2.13M |
|
606
Zebra Technologies
ZBRA
$18B
| $23.2M | 0.03% |
88,531
-218,900
| -71% | -$67.8M |
|
|
ATRI
607
DELISTED
Atrion Corp
ATRI
| $22.9M | 0.03% |
40,609
-2,191
| -5% | -$1.36M |
|
608
Carriage Services
CSV
$555M
| $22.9M | 0.03% |
713,200
-113,700
| -14% | -$4.25M |
|
609
Costamare
CMRE
$1.74B
| $22.9M | 0.03% |
2,558,782
+174,400
| +7% | +$1.92M |
|
610
Central Garden & Pet Co Class A
CENTA
$2.41B
| $22.9M | 0.03% |
837,280
-32,500
| -4% | -$1.02M |
|
611
PTC
PTC
$16.7B
| $22.9M | 0.03% |
218,700
-87,800
| -29% | -$10M |
|
612
Reliance Steel & Aluminium
RS
$21.7B
| $22.8M | 0.03% |
130,612
-60,900
| -32% | -$11.2M |
|
613
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $22.8M | 0.03% |
452,700
+15,200
| +3% | +$765K |
|
614
Canadian Imperial Bank of Commerce
CM
$112B
| $22.7M | 0.03% |
519,628
+217,170
| +72% | +$10.6M |
|
615
Bumble
BMBL
$359M
| $22.7M | 0.03% |
1,057,800
+159,200
| +18% | +$4.71M |
|
|
NSA
616
DELISTED
National Storage Affiliates Trust
NSA
| $22.7M | 0.03% |
546,402
-292,800
| -35% | -$14.9M |
|
617
Fox Class B
FOX
$24.4B
| $22.7M | 0.03% |
796,287
+220,100
| +38% | +$6.9M |
|
618
OneMain Financial
OMF
$7.51B
| $22.7M | 0.03% |
+768,700
| New | +$28.3M |
|
|
STOR
619
DELISTED
STORE Capital Corporation
STOR
| $22.7M | 0.03% |
723,700
-838,300
| -54% | -$23.8M |
|
620
Saia
SAIA
$10.1B
| $22.7M | 0.03% |
119,298
-19,600
| -14% | -$4.16M |
|
621
Myers Industries
MYE
$1.25B
| $22.6M | 0.03% |
1,371,697
-94,000
| -6% | -$1.94M |
|
622
Haverty Furniture Companies
HVT
$450M
| $22.5M | 0.03% |
905,006
-109,100
| -11% | -$2.96M |
|
623
LSB Industries
LXU
$711M
| $22.5M | 0.03% |
1,579,902
+177,100
| +13% | +$2.51M |
|
624
Live Nation Entertainment
LYV
$43.3B
| $22.4M | 0.03% |
294,947
+167,962
| +132% | +$15M |
|
625
HEICO Corp Class A
HEI.A
$38.1B
| $22.4M | 0.03% |
195,595
+16,618
| +9% | +$2M |
|
Similar funds
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.