Jim Simons Portfolio 2023
Jim Simons
Renaissance Technologies Holdings Strategy: Quantitative InvestorJim Simons founded Renaissance Technologies. It's one of the most successful quant funds in the world. A quant fund determines investments based on mathematical models and algorithmic strategies. Their most successful fund is "Medallion Fund". From 2001 to 2013, the lowest return was +21%. In 2008 when the SS&P 500 lost over 38%, Medallion Fund almost doubled. It has earned over $100 billion in profits for its investors. The fund is only available to employees and family members of the fund. Due to this long-term success, Jim Simons was described as "the most successful hedge fund manager of all time". He is also known as a prize-winning mathematician, billionaire, and now as a philanthropist through the Simons Foundation. Jim Simons, a renowned investor, has crafted a diversified and strategic portfolio that includes several high-value stocks, reflecting his keen market approach. Leading the investments is Novo Nordisk - ADR, comprising 2.6% of his total portfolio, signaling strong confidence in the healthcare sector. Following closely, NVIDIA Corp holds a significant spot at 1.9%, showcasing Simons's investment in the burgeoning technology and semiconductor industry. Uber Technologies Inc represents 1.7% of his portfolio, highlighting an interest in the growing ride-sharing and logistics sector. Palantir Technologies Inc - Ordinary Shares - Class A, with 1.6%, reveals an investment strategy geared towards data analysis and big data technologies. Finally, Meta Platforms Inc - Ordinary Shares - Class A also occupies 1.6% of his portfolio, indicating a stake in social media and digital advertising giants. This concise overview not only emphasizes Jim Simons's top five stock investments but also underscores his diverse investment interests across various sectors, offering potential investors insight into strategic portfolio allocation and market trends.
Track Simons, It's Free!Performance
1 Year
+20.46%
3 Years
+15.52%
5 Years
+55.72%
10 years
+137.52%
Sectors
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Largest Holdings
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Trades
Novo Nordisk - ADR (NVO)- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 2.8%
- (Buy) $45.41 ― +199.3% →$135.92 (Now)
NVIDIA Corp (NVDA)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.1%
- (Buy) $352.21 ― +163.1% →$926.69 (Now)
Palantir Technologies Inc - Ordinary Shares - Class A (PLTR)- Sector: Software Publishers
- % of Portfolio: 1.7%
- (Buy) $14.03 ― +88.6% →$26.46 (Now)
Uber Technologies Inc (UBER)- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 1.6%
- (Buy) $41.31 ― +92.2% →$79.41 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.6%
- (Buy) $242.64 ― +111.1% →$512.19 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 1.1%
- (Buy) $140.18 ― +26.1% →$176.82 (Now)
Airbnb Inc - Ordinary Shares - Class A (ABNB)- Sector: Travel Agencies
- % of Portfolio: 1.0%
- (Buy) $133.80 ― +22.2% →$163.54 (Now)
Vertex Pharmaceuticals, Inc. (VRTX)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.0%
- (Buy) $184.50 ― +122.5% →$410.54 (Now)
Verisign Inc. (VRSN)- Sector: Custom Computer Programming Services
- % of Portfolio: 0.9%
- (Buy) $84.59 ― +127.8% →$192.65 (Now)
Crowdstrike Holdings Inc - Ordinary Shares - Class A (CRWD)- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 0.9%
- (Buy) $117.02 ― +181.7% →$329.68 (Now)
United Therapeutics Corp (UTHR)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.8%
- (Buy) $115.67 ― +107.4% →$239.96 (Now)
Exxon Mobil Corp. (XOM)- Sector: Petroleum Refineries
- % of Portfolio: 0.7%
- (Buy) $105.11 ― +2.2% →$107.37 (Now)
Tesla Inc (TSLA)- Sector: Automobile Manufacturing
- % of Portfolio: 0.7%
- (Buy) $55.26 ― +223.3% →$178.65 (Now)
Franco-Nevada Corporation (FNV)- Sector: Gold Ore Mining
- % of Portfolio: 0.6%
- (Buy) $86.57 ― +32.9% →$115.02 (Now)
Gilead Sciences, Inc. (GILD)- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 0.6%
- (Buy) $73.68 ― 0.0% →$73.66 (Now)
Starbucks Corp. (SBUX)- Sector: Coffee and Tea Manufacturing
- % of Portfolio: 0.6%
- (Buy) $97.43 ― -6.5% →$91.06 (Now)
Kroger Co. (KR)- Sector: Supermarkets and Other Grocery (except Convenience) Stores
- % of Portfolio: 0.6%
- (Buy) $30.66 ― +81.0% →$55.48 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 0.6%
- (Buy) $151.45 ― +11.6% →$169.00 (Now)
Chipotle Mexican Grill (CMG)- Sector: Food Service Contractors
- % of Portfolio: 0.5%
- (Buy) $1,899.78 ― +41.6% →$2,690.22 (Now)
Fortinet Inc (FTNT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.5%
- (Buy) $14.19 ― +415.1% →$73.07 (Now)
Hershey Company (HSY)- Sector: Chocolate and Confectionery Manufacturing from Cacao Beans
- % of Portfolio: 0.5%
- (Buy) $114.18 ― +68.6% →$192.52 (Now)
Cboe Global Markets Inc. (CBOE)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 0.5%
- (Buy) $61.63 ― +198.2% →$183.81 (Now)
International Business Machines Corp. (IBM)- Sector: Computer Systems Design Services
- % of Portfolio: 0.5%
- (Buy) $141.28 ― +39.1% →$196.54 (Now)
Abbvie Inc (ABBV)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.5%
- (Buy) $91.63 ― +97.1% →$180.57 (Now)
General Electric Co. (GE)- Sector: Aircraft Engine and Engine Parts Manufacturing
- % of Portfolio: 0.5%
- (Buy) $102.33 ― +62.7% →$166.50 (Now)
Exelixis Inc (EXEL)- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.5%
- (Buy) $20.06 ― +10.1% →$22.09 (Now)
Atlassian Corporation - Ordinary Shares - Class A (TEAM)- Sector: Software Publishers
- % of Portfolio: 0.5%
- (Buy) $94.38 ― +115.0% →$202.96 (Now)
Zoom Video Communications Inc - Ordinary Shares - Class A (ZM)- Sector: Software Publishers
- % of Portfolio: 0.5%
- (Buy) $158.38 ― -57.7% →$67.03 (Now)
Incyte Corp. (INCY)- Sector: Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology)
- % of Portfolio: 0.5%
- (Buy) $82.63 ― -28.6% →$59.03 (Now)
e.l.f. Beauty Inc (ELF)- Sector: Cosmetics, Beauty Supplies, and Perfume Stores
- % of Portfolio: 0.5%
- (Buy) $43.31 ― +384.8% →$209.93 (Now)
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Average Buy Price |
Current Price |
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Options
Can't find any put or calls that Jim Simons has in Renaissance Tech
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Metrics
Performance
1 Year
+20.46%
3 Years
+15.52%
5 Years
+55.72%
10 years
+137.52%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $173 Billion
- Dividend Yield 1.32 %
- Beta 0.9716
- P/E Ratio 51.56
- Negative P/E Ratio -309.42
- Profit Margin NaN%
- PEG 279.32
- Price to Sales Ratio 6.21
- Price to Book Ratio 8.27
- Enterprise Value to EBIT: 29.13
- Enterprise Value to Revenue NaN
- Total Debt to Enterprise Value NaN
- Debt to Equity 0.2696
- Quarterly Earnings Growth (YoY) -
- Return on Equity 3.60%
- Return on Assets 7.95%
- Return on Invested Capital 15.90%
Track Simons
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About Jim Simons
Jim Simons founded Renaissance Technologies. It's one of the most successful quant funds in the world. A quant fund determines investments based on mathematical models and algorithmic strategies. Their most successful fund is "Medallion Fund". From 2001 to 2013, the lowest return was +21%. In 2008 when the SS&P 500 lost over 38%, Medallion Fund almost doubled. It has earned over $100 billion in profits for its investors. The fund is only available to employees and family members of the fund. Due to this long-term success, Jim Simons was described as "the most successful hedge fund manager of all time". He is also known as a prize-winning mathematician, billionaire, and now as a philanthropist through the Simons Foundation. Jim Simons, a renowned investor, has crafted a diversified and strategic portfolio that includes several high-value stocks, reflecting his keen market approach. Leading the investments is Novo Nordisk - ADR, comprising 2.6% of his total portfolio, signaling strong confidence in the healthcare sector. Following closely, NVIDIA Corp holds a significant spot at 1.9%, showcasing Simons's investment in the burgeoning technology and semiconductor industry. Uber Technologies Inc represents 1.7% of his portfolio, highlighting an interest in the growing ride-sharing and logistics sector. Palantir Technologies Inc - Ordinary Shares - Class A, with 1.6%, reveals an investment strategy geared towards data analysis and big data technologies. Finally, Meta Platforms Inc - Ordinary Shares - Class A also occupies 1.6% of his portfolio, indicating a stake in social media and digital advertising giants. This concise overview not only emphasizes Jim Simons's top five stock investments but also underscores his diverse investment interests across various sectors, offering potential investors insight into strategic portfolio allocation and market trends.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Simons
Don't miss a trade. Get notified when Jim Simons makes his next trade, It's Free!