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 | |
|---|---|---|---|---|---|---|
|
SBT
2326
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $1.26M | ﹤0.01% |
222,274
-5,400
| -2% | -$32.3K |
|
2327
Bruker
BRKR
$8.79B
| $1.25M | ﹤0.01% |
+15,910
| New | +$1.15M |
|
2328
Coastal Financial
CCB
$802M
| $1.25M | ﹤0.01% |
34,774
+2,200
| +7% | +$94.7K |
|
2329
Flexible Solutions
FSI
$64.2M
| $1.25M | ﹤0.01% |
399,547
-6,998
| -2% | -$21.7K |
|
|
TERN
2330
DELISTED
Terns Pharmaceuticals
TERN
| $1.25M | ﹤0.01% |
105,200
-9,700
| -8% | -$92.7K |
|
|
DRRX
2331
DELISTED
DURECT Corp
DRRX
| $1.24M | ﹤0.01% |
274,666
-13,820
| -5% | -$75K |
|
2332
ProShares Ultra QQQ
QLD
$14.4B
| $1.24M | ﹤0.01% |
+50,000
| New | +$1.06M |
|
|
AMK
2333
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $1.24M | ﹤0.01% |
39,400
-22,400
| -36% | -$628K |
|
2334
BBVA Argentina
BBAR
$3.13B
| $1.23M | ﹤0.01% |
314,700
-91,086
| -22% | -$408K |
|
|
GBIO
2335
DELISTED
Generation Bio
GBIO
| $1.23M | ﹤0.01% |
28,700
+3,500
| +14% | +$169K |
|
2336
Personalis
PSNL
$1.5B
| $1.23M | ﹤0.01% |
447,200
-195,711
| -30% | -$550K |
|
2337
iShares International Select Dividend ETF
IDV
$8.59B
| $1.23M | ﹤0.01% |
+44,800
| New | +$1.26M |
|
2338
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
| $1.23M | ﹤0.01% |
46,800
-11,500
| -20% | -$321K |
|
|
CTHR
2339
DELISTED
Charles & Colvard Ltd
CTHR
| $1.23M | ﹤0.01% |
132,217
-11,720
| -8% | -$106K |
|
2340
BioAtla
BCAB
$5.13M
| $1.23M | ﹤0.01% |
9,172
-416
| -4% | -$74.9K |
|
2341
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
| $1.23M | ﹤0.01% |
86,200
-160,000
| -65% | -$2.3M |
|
2342
NBT Bancorp
NBTB
$2.79B
| $1.22M | ﹤0.01% |
36,300
+2,800
| +8% | +$110K |
|
2343
Zai Lab
ZLAB
$2.91B
| $1.22M | ﹤0.01% |
36,800
-73,900
| -67% | -$2.84M |
|
|
APEN
2344
DELISTED
Apollo Endosurgery, Inc.
APEN
| $1.22M | ﹤0.01% |
123,100
-86,500
| -41% | -$857K |
|
2345
iShares Mortgage Real Estate ETF
REM
$546M
| $1.22M | ﹤0.01% |
55,800
+24,200
| +77% | +$578K |
|
|
ZYXI
2346
DELISTED
Zynex
ZYXI
| $1.22M | ﹤0.01% |
101,535
+76,973
| +313% | +$1.01M |
|
2347
Grid Dynamics Holdings
GDYN
$629M
| $1.21M | ﹤0.01% |
105,800
+79,600
| +304% | +$935K |
|
|
RWT
2348
Redwood Trust
RWT
$604M
| $1.21M | ﹤0.01% |
179,600
+93,500
| +109% | +$700K |
|
2349
Network-1 Technologies
NTIP
$35.4M
| $1.21M | ﹤0.01% |
561,844
-9,200
| -2% | -$20.3K |
|
2350
MBIA
MBI
$264M
| $1.21M | ﹤0.01% |
130,374
-40,700
| -24% | -$486K |
|
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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.