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 | |
|---|---|---|---|---|---|---|
2451
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $1.14M | ﹤0.01% |
+8,100
| New | +$1.13M |
|
2452
Embotelladora Andina Series A
AKO.A
$3.75B
| $1.14M | ﹤0.01% |
105,100
-10,300
| -9% | -$95K |
|
2453
GSI Technology
GSIT
$270M
| $1.14M | ﹤0.01% |
659,707
-17,443
| -3% | -$36.3K |
|
2454
RGC Resources
RGCO
$224M
| $1.14M | ﹤0.01% |
51,739
-8,294
| -14% | -$184K |
|
|
NVEE
2455
DELISTED
NV5 Global
NVEE
| $1.14M | ﹤0.01% |
+34,400
| New | +$1.2M |
|
2456
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
| $1.14M | ﹤0.01% |
+23,000
| New | +$1.12M |
|
2457
iShares Core Conservative Allocation ETF
AOK
$794M
| $1.14M | ﹤0.01% |
+33,800
| New | +$1.13M |
|
2458
PROG Holdings
PRG
$1.7B
| $1.14M | ﹤0.01% |
67,184
+52,128
| +346% | +$890K |
|
2459
iShares Residential and Multisector Real Estate ETF
REZ
$863M
| $1.13M | ﹤0.01% |
+16,600
| New | +$1.16M |
|
2460
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$821M
| $1.13M | ﹤0.01% |
33,500
+10,800
| +48% | +$367K |
|
|
VLD
2461
DELISTED
Velo3D, Inc.
VLD
| $1.13M | ﹤0.01% |
+17,968
| New | +$1.75M |
|
2462
Bowman Consulting
BWMN
$733M
| $1.12M | ﹤0.01% |
51,438
+15,038
| +41% | +$262K |
|
|
CHCT
2463
Community Healthcare Trust
CHCT
$432M
| $1.12M | ﹤0.01% |
31,300
+6,800
| +28% | +$232K |
|
|
TAIT
2464
DELISTED
Taitron Components
TAIT
| $1.12M | ﹤0.01% |
321,809
-13,657
| -4% | -$51.4K |
|
2465
Ascent Industries
ACNT
$136M
| $1.12M | ﹤0.01% |
129,100
-12,001
| -9% | -$145K |
|
2466
Ponce Financial Group
PDLB
$502M
| $1.12M | ﹤0.01% |
119,994
-11,900
| -9% | -$113K |
|
|
CIXX
2467
DELISTED
CI Financial Corp.
CIXX
| $1.12M | ﹤0.01% |
112,000
-13,151
| -11% | -$133K |
|
2468
Seer Inc
SEER
$115M
| $1.12M | ﹤0.01% |
192,500
+34,300
| +22% | +$231K |
|
2469
Universal Electronics
UEIC
$67.9M
| $1.12M | ﹤0.01% |
53,700
-2,500
| -4% | -$51.8K |
|
2470
Standex International
SXI
$4.01B
| $1.12M | ﹤0.01% |
10,900
-35,400
| -76% | -$3.47M |
|
2471
BWX Technologies
BWXT
$15.9B
| $1.11M | ﹤0.01% |
+19,200
| New | +$1.1M |
|
2472
Precigen
PGEN
$2.18B
| $1.11M | ﹤0.01% |
733,203
-102,296
| -12% | -$176K |
|
|
AMJ
2473
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $1.11M | ﹤0.01% |
+51,200
| New | +$1.12M |
|
2474
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
| $1.11M | ﹤0.01% |
+47,565
| New | +$1.1M |
|
|
SEMR
2475
DELISTED
Semrush
SEMR
| $1.11M | ﹤0.01% |
136,200
-14,100
| -9% | -$143K |
|
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 522 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 522 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.