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 |
FRC
First Republic Bank
FRC
|
+$734M |
| 2 |
Boeing
BA
|
+$493M |
| 3 |
Pfizer
PFE
|
+$478M |
| 4 |
UnitedHealth
UNH
|
+$440M |
| 5 |
Honeywell
HON
|
+$364M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.05B |
| 2 |
Advanced Micro Devices
AMD
|
+$447M |
| 3 |
TSMC
TSM
|
+$441M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$372M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
976
NorthWestern Energy
NWE
$4.4B
| $12.3M | 0.02% |
211,726
+126,400
| +148% | +$7.22M |
|
977
Travel + Leisure Co
TNL
$4.58B
| $12.3M | 0.02% |
312,500
-88,900
| -22% | -$3.59M |
|
978
Rush Enterprises Class A
RUSHA
$9.62B
| $12.2M | 0.02% |
336,465
-114,600
| -25% | -$4.15M |
|
979
RadNet
RDNT
$6.08B
| $12.2M | 0.02% |
488,870
-54,100
| -10% | -$1.18M |
|
980
First American
FAF
$7.56B
| $12.2M | 0.02% |
219,700
-170,100
| -44% | -$9.77M |
|
981
Portillo's
PTLO
$365M
| $12.2M | 0.02% |
572,000
+357,000
| +166% | +$7.5M |
|
|
DQ
982
Daqo New Energy
DQ
$1.01B
| $12.2M | 0.02% |
260,600
-814,600
| -76% | -$37.4M |
|
983
Bumble
BMBL
$359M
| $12.2M | 0.02% |
622,288
-308,000
| -33% | -$6.96M |
|
|
BBBY
984
Bed Bath & Beyond
BBBY
$423M
| $12.2M | 0.02% |
660,220
+512,380
| +347% | +$9.55M |
|
985
Credit Acceptance
CACC
$6.05B
| $12.2M | 0.02% |
27,888
+22,100
| +382% | +$9.72M |
|
986
Affirm
AFRM
$26.2B
| $12.1M | 0.02% |
+1,075,400
| New | +$13.5M |
|
987
Canadian Solar
CSIQ
$1.04B
| $12.1M | 0.02% |
303,502
-95,300
| -24% | -$3.78M |
|
988
Carlyle Group
CG
$18.3B
| $12.1M | 0.02% |
388,800
-190,700
| -33% | -$6.36M |
|
989
Jack Henry & Associates
JKHY
$11.1B
| $12.1M | 0.02% |
80,119
-76,000
| -49% | -$12.7M |
|
990
Sun Life Financial
SLF
$44.8B
| $12.1M | 0.02% |
258,740
+104,640
| +68% | +$5.04M |
|
991
Ducommun
DCO
$3.01B
| $12.1M | 0.02% |
220,700
+431
| +0.2% | +$23.5K |
|
992
California Resources
CRC
$4.69B
| $12.1M | 0.02% |
313,536
-113,300
| -27% | -$4.69M |
|
993
Capri Holdings
CPRI
$1.77B
| $12.1M | 0.02% |
256,700
-210,000
| -45% | -$11.3M |
|
994
Wabtec
WAB
$50.3B
| $12M | 0.02% |
118,895
+10,000
| +9% | +$1.02M |
|
995
GitLab
GTLB
$7.32B
| $12M | 0.02% |
350,400
+148,900
| +74% | +$6.54M |
|
996
Coursera
COUR
$1.53B
| $12M | 0.02% |
1,042,400
+462,200
| +80% | +$5.98M |
|
997
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $12M | 0.02% |
394,600
-447,200
| -53% | -$13.6M |
|
998
Abercrombie & Fitch
ANF
$4.84B
| $12M | 0.02% |
431,824
+418,724
| +3,196% | +$11.7M |
|
999
Safety Insurance
SAFT
$1.52B
| $12M | 0.02% |
160,800
+6,686
| +4% | +$545K |
|
1000
Invesco Short Term Treasury ETF
TBLL
$2.85B
| $12M | 0.02% |
+113,500
| New | +$12M |
|
Similar funds
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.