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Jim Simons Renaissance Technologies
AUM
$72.6B
1-Year Est. Return
54.88%
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.
This Fund
S&P 500
This Quarter
Est. Return
+7.5%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$75.4B
AUM Growth
+$2.26B
(+3.1%)
Cap. Flow
-$978M
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
10.8%
Holding
4,600
New
524
Increased
1,665
Reduced
1,689
Closed
668
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 | 20.37% |
| 2 | Technology | 16.9% |
| 3 | Consumer Discretionary | 12.72% |
| 4 | Industrials | 10.14% |
| 5 | Consumer Staples | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Ligand Pharmaceuticals
LGND
$5.87B
| $2.19M | ﹤0.01% |
29,800
+5,300
| +22% | +$377K |
|
1977
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.94B
| $2.19M | ﹤0.01% |
84,100
-76,500
| -48% | -$1.99M |
|
1978
Pulmonx
LUNG
$104M
| $2.18M | ﹤0.01% |
194,845
+176,803
| +980% | +$1.75M |
|
1979
Goosehead Insurance
GSHD
$2.35B
| $2.18M | ﹤0.01% |
+41,700
| New | +$1.81M |
|
|
KZR
1980
DELISTED
Kezar Life Sciences
KZR
| $2.18M | ﹤0.01% |
69,568
+61,258
| +737% | +$3.54M |
|
1981
Vanguard Dividend Appreciation ETF
VIG
$114B
| $2.17M | ﹤0.01% |
14,100
-2,400
| -15% | -$368K |
|
|
SGEN
1982
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.17M | ﹤0.01% |
10,700
-429,913
| -98% | -$69M |
|
1983
Inovio Pharmaceuticals
INO
$113M
| $2.17M | ﹤0.01% |
220,025
+5,650
| +3% | +$96.3K |
|
1984
Boston Omaha
BOC
$421M
| $2.16M | ﹤0.01% |
91,200
+59,900
| +191% | +$1.49M |
|
1985
Altisource Portfolio Solutions
ASPS
$64.4M
| $2.16M | ﹤0.01% |
58,603
-11,387
| -16% | -$550K |
|
1986
ARS Pharmaceuticals
SPRY
$561M
| $2.15M | ﹤0.01% |
330,600
+19,600
| +6% | +$151K |
|
1987
Elbit Systems
ESLT
$36.7B
| $2.13M | ﹤0.01% |
12,546
+10,546
| +527% | +$1.8M |
|
|
LBC
1988
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $2.13M | ﹤0.01% |
224,768
-31,900
| -12% | -$354K |
|
|
PNT
1989
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $2.12M | ﹤0.01% |
291,700
+268,000
| +1,131% | +$1.99M |
|
1990
Allogene Therapeutics
ALLO
$708M
| $2.12M | ﹤0.01% |
428,700
-11,400
| -3% | -$73.1K |
|
1991
Helios Technologies
HLIO
$2.69B
| $2.12M | ﹤0.01% |
32,375
+14,600
| +82% | +$950K |
|
1992
Nektar Therapeutics
NKTR
$2.47B
| $2.11M | ﹤0.01% |
200,246
+192,439
| +2,465% | +$5.82M |
|
|
STCN
1993
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $2.11M | ﹤0.01% |
198,081
-5,469
| -3% | -$64.2K |
|
1994
Unisys
UIS
$209M
| $2.1M | ﹤0.01% |
542,633
+414,611
| +324% | +$2M |
|
1995
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.58B
| $2.1M | ﹤0.01% |
82,500
+58,600
| +245% | +$1.38M |
|
1996
AvePoint
AVPT
$2.85B
| $2.1M | ﹤0.01% |
510,000
+54,800
| +12% | +$247K |
|
|
CVLY
1997
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $2.1M | ﹤0.01% |
101,241
+1,036
| +1% | +$24.6K |
|
|
CIM
1998
Chimera Investment
CIM
$988M
| $2.1M | ﹤0.01% |
+123,887
| New | +$2.37M |
|
|
OPTU
1999
Optimum Communications Inc
OPTU
$251M
| $2.09M | ﹤0.01% |
612,200
+443,800
| +264% | +$1.89M |
|
|
STRR
2000
Star Equity Holdings
STRR
$36.2M
| $2.09M | ﹤0.01% |
93,965
-5,000
| -5% | -$122K |
|
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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.