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 | |
|---|---|---|---|---|---|---|
|
PYCR
2026
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $2.14M | ﹤0.01% |
87,400
+18,700
| +27% | +$518K |
|
|
CWBC
2027
Community West Bancshares
CWBC
$708M
| $2.13M | ﹤0.01% |
100,756
-8,080
| -7% | -$157K |
|
2028
Tactile Systems Technology
TCMD
$548M
| $2.13M | ﹤0.01% |
185,700
-120,300
| -39% | -$1.06M |
|
|
KLRS
2029
Kalaris Therapeutics
KLRS
$97.1M
| $2.12M | ﹤0.01% |
17,991
+5,356
| +42% | +$908K |
|
2030
Zeta Global
ZETA
$7.29B
| $2.12M | ﹤0.01% |
259,300
+13,100
| +5% | +$106K |
|
|
KREF
2031
KKR Real Estate Finance Trust
KREF
$490M
| $2.12M | ﹤0.01% |
151,500
-17,100
| -10% | -$279K |
|
|
SKX
2032
DELISTED
Skechers
SKX
| $2.11M | ﹤0.01% |
50,400
-5,500
| -10% | -$211K |
|
2033
China Automotive Systems
CAAS
$142M
| $2.11M | ﹤0.01% |
363,494
+3,400
| +0.9% | +$17.5K |
|
2034
Peoples Bancorp
PEBO
$1.49B
| $2.11M | ﹤0.01% |
74,565
-9,100
| -11% | -$268K |
|
2035
Okta
OKTA
$25.6B
| $2.1M | ﹤0.01% |
30,700
-1,300,000
| -98% | -$74.2M |
|
2036
Fulgent Genetics
FLGT
$511M
| $2.1M | ﹤0.01% |
70,400
-99,200
| -58% | -$3.55M |
|
|
AAMI
2037
Acadian Asset Management
AAMI
$3.28B
| $2.09M | ﹤0.01% |
101,637
-7,200
| -7% | -$136K |
|
|
TRTX
2038
TPG RE Finance Trust
TRTX
$609M
| $2.09M | ﹤0.01% |
307,994
-6,800
| -2% | -$50.1K |
|
|
APEN
2039
DELISTED
Apollo Endosurgery, Inc.
APEN
| $2.09M | ﹤0.01% |
209,600
+114,300
| +120% | +$852K |
|
2040
Lifeway Foods
LWAY
$395M
| $2.09M | ﹤0.01% |
375,782
-15,978
| -4% | -$99.7K |
|
|
CELL
2041
DELISTED
PhenomeX Inc. Common Stock
CELL
| $2.08M | ﹤0.01% |
777,500
-251,500
| -24% | -$663K |
|
|
SRT
2042
DELISTED
Startek Inc.
SRT
| $2.08M | ﹤0.01% |
554,600
-37,500
| -6% | -$132K |
|
|
BSCP
2043
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $2.08M | ﹤0.01% |
+103,200
| New | +$2.07M |
|
2044
Sensata Technologies
ST
$6.73B
| $2.08M | ﹤0.01% |
51,400
+700
| +1% | +$29.2K |
|
2045
Green Plains
GPRE
$1.09B
| $2.07M | ﹤0.01% |
+67,943
| New | +$2.09M |
|
2046
Syndax Pharmaceuticals
SNDX
$1.77B
| $2.07M | ﹤0.01% |
+81,200
| New | +$1.89M |
|
2047
NatWest
NWG
$76B
| $2.06M | ﹤0.01% |
+318,991
| New | +$1.87M |
|
2048
Transact Technologies
TACT
$53.2M
| $2.05M | ﹤0.01% |
324,337
-10,200
| -3% | -$52.6K |
|
2049
Worthington Enterprises
WOR
$2.87B
| $2.05M | ﹤0.01% |
66,826
-27,574
| -29% | -$854K |
|
2050
Zillow
ZG
$7.91B
| $2.05M | ﹤0.01% |
65,600
+40,500
| +161% | +$1.33M |
|
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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.