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 | 20.84% |
| 2 | Technology | 15.57% |
| 3 | Consumer Discretionary | 11.88% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TSP
1701
DELISTED
TuSimple Holdings Inc. Class A Common Stock
TSP
| $3.64M | 0.01% |
2,217,300
+2,202,000
| +14,392% | +$7.84M |
|
1702
MarineMax
HZO
$1.15B
| $3.62M | 0.01% |
116,000
+59,400
| +105% | +$1.87M |
|
1703
Steris
STE
$22.7B
| $3.62M | 0.01% |
19,608
-67,400
| -77% | -$11.9M |
|
1704
Primis Financial Corp
FRST
$413M
| $3.61M | ﹤0.01% |
304,910
-30,803
| -9% | -$378K |
|
1705
M/I Homes
MHO
$3.85B
| $3.6M | ﹤0.01% |
78,000
-26,200
| -25% | -$1.13M |
|
1706
FS Bancorp
FSBW
$323M
| $3.6M | ﹤0.01% |
107,645
-14,255
| -12% | -$445K |
|
1707
Foster
FSTR
$408M
| $3.6M | ﹤0.01% |
371,383
-15,849
| -4% | -$161K |
|
|
XHR
1708
Xenia Hotels & Resorts
XHR
$1.77B
| $3.59M | ﹤0.01% |
272,600
-80,700
| -23% | -$1.2M |
|
1709
Emergent Biosolutions
EBS
$235M
| $3.59M | ﹤0.01% |
304,000
+248,900
| +452% | +$3.85M |
|
1710
Avient
AVNT
$4.25B
| $3.59M | ﹤0.01% |
106,258
-309,000
| -74% | -$10.2M |
|
|
DMC
1711
Del Monte Corp
DMC
$1.43B
| $3.58M | ﹤0.01% |
136,600
-65,700
| -32% | -$1.73M |
|
1712
Perimeter Solutions
PRM
$5.55B
| $3.58M | ﹤0.01% |
391,300
-1,700
| -0.4% | -$15K |
|
1713
Upbound Group
UPBD
$1.14B
| $3.57M | ﹤0.01% |
158,212
-60,200
| -28% | -$1.29M |
|
1714
Enel Chile
ENIC
$6.27B
| $3.56M | ﹤0.01% |
1,584,588
-114,200
| -7% | -$210K |
|
|
ASRT
1715
DELISTED
Assertio
ASRT
| $3.56M | ﹤0.01% |
55,182
+8,080
| +17% | +$355K |
|
|
RYZ
1716
Ryerson Holding Corp
RYZ
$1.5B
| $3.56M | ﹤0.01% |
117,500
-25,100
| -18% | -$744K |
|
1717
iShares S&P 500 Value ETF
IVE
$50.3B
| $3.55M | ﹤0.01% |
24,500
+9,200
| +60% | +$1.31M |
|
1718
DLH Holdings
DLHC
$67.5M
| $3.55M | ﹤0.01% |
299,368
+557
| +0.2% | +$7.16K |
|
1719
Braskem
BAK
$777M
| $3.54M | ﹤0.01% |
384,667
-188,089
| -33% | -$2.09M |
|
|
GTHX
1720
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $3.51M | ﹤0.01% |
647,100
+544,700
| +532% | +$4.56M |
|
1721
Portillo's
PTLO
$374M
| $3.51M | ﹤0.01% |
+215,000
| New | +$4.31M |
|
1722
Huron Consulting
HURN
$2.42B
| $3.5M | ﹤0.01% |
48,159
+13,759
| +40% | +$1.01M |
|
1723
Bank of Marin Bancorp
BMRC
$458M
| $3.49M | ﹤0.01% |
106,168
-8,524
| -7% | -$287K |
|
1724
HighPeak Energy
HPK
$940M
| $3.49M | ﹤0.01% |
152,500
-13,000
| -8% | -$292K |
|
1725
MINISO
MNSO
$3.52B
| $3.49M | ﹤0.01% |
325,100
-266,400
| -45% | -$2.23M |
|
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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.