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 | 20.37% |
| 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 | |
|---|---|---|---|---|---|---|
|
KLRS
2101
Kalaris Therapeutics
KLRS
$97.1M
| $1.76M | ﹤0.01% |
19,470
+1,479
| +8% | +$188K |
|
2102
United-Guardian
UG
$32.8M
| $1.76M | ﹤0.01% |
187,463
-2,200
| -1% | -$23.8K |
|
2103
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
| $1.76M | ﹤0.01% |
43,400
+17,700
| +69% | +$748K |
|
2104
Espey Mfg & Electronics Corp
ESP
$192M
| $1.76M | ﹤0.01% |
86,912
+3,900
| +5% | +$69.3K |
|
2105
MGIC Investment
MTG
$6.39B
| $1.75M | ﹤0.01% |
+130,800
| New | +$1.76M |
|
2106
BioXcel Therapeutics
BTAI
$36.7M
| $1.75M | ﹤0.01% |
+5,875
| New | +$2.51M |
|
|
PRO
2107
DELISTED
PROS Holdings
PRO
| $1.75M | ﹤0.01% |
63,900
+23,700
| +59% | +$617K |
|
|
CVT
2108
DELISTED
Cvent Holding Corp. Common Stock
CVT
| $1.75M | ﹤0.01% |
209,100
+160,500
| +330% | +$1.16M |
|
2109
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
| $1.74M | ﹤0.01% |
+72,000
| New | +$1.75M |
|
2110
Thryv Holdings
THRY
$96M
| $1.74M | ﹤0.01% |
75,500
+40,500
| +116% | +$906K |
|
2111
Walker & Dunlop
WD
$1.46B
| $1.74M | ﹤0.01% |
22,800
+8,900
| +64% | +$772K |
|
2112
PC Connection
CNXN
$2.05B
| $1.74M | ﹤0.01% |
38,600
-4,700
| -11% | -$214K |
|
2113
iShares MSCI Emerging Markets ETF
EEM
$30.5B
| $1.73M | ﹤0.01% |
43,900
-91,300
| -68% | -$3.63M |
|
2114
Wheels Up
UP
$182M
| $1.73M | ﹤0.01% |
13,675
+4,274
| +45% | +$948K |
|
2115
Galicia Financial Group
GGAL
$6.97B
| $1.73M | ﹤0.01% |
157,400
+32,700
| +26% | +$404K |
|
2116
World Acceptance Corp
WRLD
$908M
| $1.73M | ﹤0.01% |
+20,725
| New | +$1.81M |
|
|
PFIE
2117
DELISTED
Profire Energy, Inc
PFIE
| $1.73M | ﹤0.01% |
1,391,795
-185,440
| -12% | -$214K |
|
2118
H.B. Fuller
FUL
$3.38B
| $1.73M | ﹤0.01% |
+25,200
| New | +$1.76M |
|
2119
John Wiley & Sons Class A
WLY
$2.61B
| $1.73M | ﹤0.01% |
44,500
-69,400
| -61% | -$2.96M |
|
2120
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.84B
| $1.72M | ﹤0.01% |
25,400
+100
| +0.4% | +$6.83K |
|
|
CBL
2121
CBL Properties
CBL
$1.8B
| $1.72M | ﹤0.01% |
67,200
+24,700
| +58% | +$631K |
|
2122
Heron Therapeutics
HRTX
$63.9M
| $1.72M | ﹤0.01% |
1,140,836
+814,336
| +249% | +$2.04M |
|
|
CMRX
2123
DELISTED
Chimerix, Inc.
CMRX
| $1.72M | ﹤0.01% |
1,365,771
+708,976
| +108% | +$1.16M |
|
2124
Asure Software
ASUR
$245M
| $1.72M | ﹤0.01% |
+118,500
| New | +$1.4M |
|
2125
Alta Equipment Group
ALTG
$237M
| $1.71M | ﹤0.01% |
108,000
+56,900
| +111% | +$955K |
|
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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.