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 | |
|---|---|---|---|---|---|---|
|
TWKS
2076
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $1.98M | ﹤0.01% |
194,300
-141,400
| -42% | -$1.31M |
|
2077
Theravance Biopharma
TBPH
$881M
| $1.98M | ﹤0.01% |
176,426
+24,249
| +16% | +$255K |
|
2078
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
| $1.98M | ﹤0.01% |
+96,200
| New | +$1.89M |
|
2079
Chemung Financial Corp
CHMG
$405M
| $1.95M | ﹤0.01% |
42,591
-831
| -2% | -$37.1K |
|
2080
NovaGold Resources
NG
$3.48B
| $1.95M | ﹤0.01% |
326,769
+252,466
| +340% | +$1.35M |
|
2081
Lantronix
LTRX
$289M
| $1.95M | ﹤0.01% |
452,094
-25,700
| -5% | -$121K |
|
2082
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
| $1.95M | ﹤0.01% |
43,400
+36,400
| +520% | +$1.62M |
|
2083
Dimensional National Municipal Bond ETF
DFNM
$2.26B
| $1.95M | ﹤0.01% |
+40,800
| New | +$1.93M |
|
2084
Expensify
EXFY
$210M
| $1.95M | ﹤0.01% |
220,600
+36,800
| +20% | +$412K |
|
2085
Northrim BanCorp
NRIM
$606M
| $1.95M | ﹤0.01% |
142,716
-32,524
| -19% | -$410K |
|
|
DCBO
2086
Docebo
DCBO
$584M
| $1.94M | ﹤0.01% |
58,700
-63,000
| -52% | -$1.89M |
|
2087
Astrana Health
ASTH
$2.02B
| $1.94M | ﹤0.01% |
+65,700
| New | +$2.11M |
|
2088
SiriusPoint
SPNT
$2.76B
| $1.94M | ﹤0.01% |
329,287
-223,800
| -40% | -$1.32M |
|
2089
NMI Holdings
NMIH
$3.44B
| $1.94M | ﹤0.01% |
92,900
+36,600
| +65% | +$767K |
|
|
ALBO
2090
DELISTED
Albireo Pharma Inc
ALBO
| $1.94M | ﹤0.01% |
89,683
-50,000
| -36% | -$1.06M |
|
2091
Wheels Up
UP
$182M
| $1.94M | ﹤0.01% |
9,401
+321
| +4% | +$82.8K |
|
2092
AMES National
ATLO
$280M
| $1.93M | ﹤0.01% |
81,684
+8,255
| +11% | +$188K |
|
2093
iShares MSCI Mexico ETF
EWW
$1.86B
| $1.93M | ﹤0.01% |
+38,992
| New | +$1.96M |
|
2094
Simply Good Foods
SMPL
$1B
| $1.93M | ﹤0.01% |
+50,700
| New | +$1.87M |
|
2095
Epsilon Energy
EPSN
$169M
| $1.93M | ﹤0.01% |
290,600
-3,100
| -1% | -$21.4K |
|
2096
iShares MSCI Saudi Arabia ETF
KSA
$624M
| $1.92M | ﹤0.01% |
+51,000
| New | +$2.06M |
|
2097
Plexus
PLXS
$7.13B
| $1.92M | ﹤0.01% |
18,693
+8,500
| +83% | +$859K |
|
2098
The Joint Corp
JYNT
$120M
| $1.91M | ﹤0.01% |
136,778
+7,700
| +6% | +$119K |
|
2099
Kirby Corp
KEX
$7.32B
| $1.91M | ﹤0.01% |
+29,600
| New | +$1.98M |
|
2100
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $1.9M | ﹤0.01% |
80,200
+10,200
| +15% | +$237K |
|
Similar funds
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.