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 | 20.81% |
| 2 | Technology | 15.51% |
| 3 | Consumer Discretionary | 11.84% |
| 4 | Consumer Staples | 10.09% |
| 5 | Financials | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Generac Holdings
GNRC
$12.7B
| $80.8M | 0.11% |
+802,600
| New | +$90.8M |
|
202
PENN Entertainment
PENN
$2.57B
| $80.2M | 0.11% |
2,700,338
+354,877
| +15% | +$11.5M |
|
203
Alibaba
BABA
$306B
| $80.1M | 0.11% |
908,792
+100,288
| +12% | +$7.91M |
|
204
Chipotle Mexican Grill
CMG
$40.5B
| $79.8M | 0.11% |
2,875,000
+1,165,000
| +68% | +$34.8M |
|
205
InMode
INMD
$870M
| $79.2M | 0.11% |
2,218,462
-79,200
| -3% | -$2.75M |
|
206
Petrobras Class A
PBR.A
$103B
| $79M | 0.11% |
8,503,901
-267,199
| -3% | -$2.87M |
|
|
VMW
207
DELISTED
VMware, Inc
VMW
| $79M | 0.11% |
643,308
+503,000
| +358% | +$58M |
|
208
Brookfield
BN
$110B
| $78.7M | 0.11% |
3,753,245
+1,454,164
| +63% | +$32.6M |
|
209
Equity Residential
EQR
$24.4B
| $77.7M | 0.11% |
1,317,100
+1,308,700
| +15,580% | +$81.9M |
|
|
NVMI
210
Nova
NVMI
$12.6B
| $77.6M | 0.11% |
949,586
+8,400
| +0.9% | +$685K |
|
211
Restaurant Brands International
QSR
$25.6B
| $77.4M | 0.11% |
1,195,987
+929,387
| +349% | +$57.1M |
|
212
Sociedad Química y Minera de Chile
SQM
$20.6B
| $77.3M | 0.11% |
968,516
-276,784
| -22% | -$25.6M |
|
213
Mercado Libre
MELI
$98.4B
| $77.2M | 0.11% |
91,200
-151,300
| -62% | -$135M |
|
214
Avis
CAR
$4.97B
| $76.9M | 0.11% |
469,180
+230,980
| +97% | +$46.3M |
|
215
Cal-Maine
CALM
$3.87B
| $76.8M | 0.11% |
1,409,807
-40,800
| -3% | -$2.36M |
|
216
NetApp
NTAP
$38.9B
| $76.4M | 0.1% |
1,272,622
-192,432
| -13% | -$12.8M |
|
217
Valvoline
VVV
$4.21B
| $76.1M | 0.1% |
2,330,651
-158,100
| -6% | -$4.78M |
|
218
CF Industries
CF
$17.8B
| $76M | 0.1% |
891,450
-825,000
| -48% | -$83.8M |
|
219
Albertsons Companies
ACI
$5.95B
| $75.8M | 0.1% |
3,655,605
+1,312,300
| +56% | +$28.8M |
|
|
PINC
220
DELISTED
Premier
PINC
| $75.1M | 0.1% |
2,148,189
-348,000
| -14% | -$11.6M |
|
221
Morningstar
MORN
$7.33B
| $73.9M | 0.1% |
341,370
-27,700
| -8% | -$6.31M |
|
222
Nomad Foods
NOMD
$1.59B
| $73.4M | 0.1% |
4,255,579
-101,100
| -2% | -$1.6M |
|
223
Nutrien
NTR
$32.1B
| $73.2M | 0.1% |
1,001,695
+687,100
| +218% | +$54.3M |
|
224
Uber
UBER
$160B
| $73.1M | 0.1% |
2,957,100
-425,700
| -13% | -$11.6M |
|
225
Medifast
MED
$130M
| $72.9M | 0.1% |
632,110
-51,700
| -8% | -$6.02M |
|
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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.