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 | |
|---|---|---|---|---|---|---|
126
Stanley Black & Decker
SWK
$15.7B
| $125M | 0.17% |
1,552,962
+448,600
| +41% | +$37.8M |
|
127
Wells Fargo
WFC
$264B
| $125M | 0.17% |
3,343,755
-3,470,061
| -51% | -$151M |
|
128
Hilton Worldwide
HLT
$70.8B
| $125M | 0.17% |
884,500
-275,738
| -24% | -$38.8M |
|
129
Altria Group
MO
$109B
| $124M | 0.17% |
2,787,744
-76,200
| -3% | -$3.5M |
|
130
HubSpot
HUBS
$11B
| $124M | 0.16% |
288,600
+177,000
| +159% | +$64.6M |
|
131
American Express
AXP
$230B
| $123M | 0.16% |
747,313
+423,913
| +131% | +$70.3M |
|
132
W.W. Grainger
GWW
$61.3B
| $123M | 0.16% |
178,600
-6,500
| -4% | -$4.15M |
|
|
VMW
133
DELISTED
VMware, Inc
VMW
| $123M | 0.16% |
985,208
+341,900
| +53% | +$41.1M |
|
134
Sherwin-Williams
SHW
$88.5B
| $123M | 0.16% |
545,300
+468,800
| +613% | +$107M |
|
135
Antero Resources
AR
$11.6B
| $122M | 0.16% |
5,293,239
+2,414,100
| +84% | +$63.6M |
|
136
Kimberly-Clark
KMB
$36.1B
| $122M | 0.16% |
910,594
+240,800
| +36% | +$31.3M |
|
137
B2Gold
BTG
$6.7B
| $121M | 0.16% |
30,762,055
-1,248,258
| -4% | -$4.64M |
|
138
Kinross Gold
KGC
$32.3B
| $121M | 0.16% |
25,646,158
-1,361,400
| -5% | -$5.77M |
|
139
EQT Corp
EQT
$34B
| $118M | 0.16% |
3,710,564
+2,761,264
| +291% | +$88.6M |
|
140
e.l.f. Beauty
ELF
$5.61B
| $118M | 0.16% |
1,436,412
+265,812
| +23% | +$17.9M |
|
141
STMicroelectronics
STM
$49.1B
| $118M | 0.16% |
2,214,361
+1,810,709
| +449% | +$84.5M |
|
142
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $117M | 0.16% |
601,300
-1,100
| -0.2% | -$200K |
|
143
Chunghwa Telecom
CHT
$32.9B
| $117M | 0.16% |
2,990,280
-39,789
| -1% | -$1.51M |
|
144
Coupang
CPNG
$29.7B
| $116M | 0.15% |
7,255,700
+4,336,207
| +149% | +$67.2M |
|
145
Costco
COST
$419B
| $116M | 0.15% |
232,792
+93,809
| +67% | +$46M |
|
146
Clorox
CLX
$13.1B
| $115M | 0.15% |
729,297
-320,600
| -31% | -$48.1M |
|
147
Cogent Communications
CCOI
$554M
| $115M | 0.15% |
1,809,156
-12,482
| -0.7% | -$803K |
|
148
Becton Dickinson
BDX
$49.4B
| $114M | 0.15% |
460,547
-412,600
| -47% | -$101M |
|
149
Phillips 66
PSX
$89.5B
| $114M | 0.15% |
1,123,650
+539,400
| +92% | +$54.8M |
|
150
NIO
NIO
$11.6B
| $113M | 0.15% |
10,791,394
-17,200
| -0.2% | -$176K |
|
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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.