Jim Simons Portfolio 2023
![Jim Simons profile](/static/images/investors/profiles/jim-simons.webp)
![Jim Simons profile](/static/images/investors/profiles/jim-simons.webp)
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, the renowned investor behind Renaissance Technologies, exhibits strategic choices in his investment portfolio. His top stock investments reflect a diversification across different sectors with promising growth potential.Firstly, Novo Nordisk stands out within healthcare, particularly known for diabetes care innovationsβa resilient market sector even during economic downturns. This ADR (American Depositary Receipt) makes international investing more accessible for U.S. investors.Next, NVIDIA Corp emerges as a tech stapleβa leader in GPUs for gaming and AI applications. With technology playing an increasing role in various industries, NVIDIA's investment appeal includes its significant position at the forefront of innovation.Thirdly, Meta Platforms Inc, formerly Facebook, represents an investment into social media and digital advertising dominance. Despite regulatory headwinds, Meta's Class A shares offer value given its expansive user base and ventures into new technologies like VR under its Oculus brand.Uber Technologies Inc takes fourth place, riding the wave of gig economy stocks. As a service platform that disrupted traditional transportation, Uber continues to adapt and expand, indicating potential for long-term growth despite short-term challenges.Lastly, Palantir Technologies Inc fills a niche in data analysis. Its Class A shares represent speculation on advanced analytics and government/enterprise software solutionsβa bet on data's significance in modern decision-making processes.In summary, Jim Simons' preferences suggest a balancing act between robust, established companies and innovative entities driving future trends. From healthcare to artificial intelligence and data analytics, these five investments provide insight into opportunities viewed with confidence by one of the world's most successful quantitative hedge funds.
Track Simons, It's Free!Performance
1 Year
+0.26%
3 Years
-4.47%
5 Years
+42.84%
10 years
+117.88%
Sectors
Largest Holdings
Track Simons
Don't miss a trade. Get notified when Jim Simons makes his next trade, It's Free!
Trades
Novo Nordisk - ADR (NVO)
- Sector: Medicinal and Botanical Manufacturing
- % of Portfolio: 2.3%
- (Buy) $45.41 β +177.5% β$126.00 (Now)
Palantir Technologies Inc - Ordinary Shares - Class A (PLTR)
- Sector: Software Publishers
- % of Portfolio: 1.9%
- (Buy) $14.55 β +65.5% β$24.09 (Now)
Vertex Pharmaceuticals, Inc. (VRTX)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.3%
- (Buy) $184.50 β +158.5% β$476.91 (Now)
Meta Platforms Inc - Ordinary Shares - Class A (META)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.2%
- (Buy) $242.64 β +96.1% β$475.73 (Now)
United Therapeutics Corp (UTHR)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 1.2%
- (Buy) $115.67 β +181.6% β$325.72 (Now)
Amazon.com Inc. (AMZN)
- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 1.0%
- (Buy) $140.18 β +14.9% β$161.02 (Now)
Airbnb Inc - Ordinary Shares - Class A (ABNB)
- Sector: Travel Agencies
- % of Portfolio: 0.9%
- (Buy) $134.05 β -6.5% β$125.31 (Now)
Verisign Inc. (VRSN)
- Sector: Custom Computer Programming Services
- % of Portfolio: 0.9%
- (Buy) $84.59 β +111.2% β$178.62 (Now)
Franco-Nevada Corporation (FNV)
- Sector: Gold Ore Mining
- % of Portfolio: 0.7%
- (Buy) $86.57 β +39.5% β$120.78 (Now)
Cboe Global Markets Inc. (CBOE)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 0.6%
- (Buy) $61.75 β +217.9% β$196.27 (Now)
Uber Technologies Inc (UBER)
- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 0.6%
- (Buy) $41.31 β +41.6% β$58.48 (Now)
Sprouts Farmers Market Inc (SFM)
- Sector: Supermarkets and Other Grocery (except Convenience) Stores
- % of Portfolio: 0.6%
- (Buy) $22.10 β +329.8% β$95.00 (Now)
Tesla Inc (TSLA)
- Sector: Automobile Manufacturing
- % of Portfolio: 0.6%
- (Buy) $55.26 β +259.9% β$198.88 (Now)
Exelixis Inc (EXEL)
- Sector: Research and Development in Biotechnology
- % of Portfolio: 0.6%
- (Buy) $20.06 β +17.3% β$23.52 (Now)
Incyte Corp. (INCY)
- Sector: Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology)
- % of Portfolio: 0.6%
- (Buy) $82.35 β -24.7% β$62.00 (Now)
Neurocrine Biosciences, Inc. (NBIX)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 0.6%
- (Buy) $109.35 β +35.1% β$147.70 (Now)
Gilead Sciences, Inc. (GILD)
- Sector: Biological Product (except Diagnostic) Manufacturing
- % of Portfolio: 0.5%
- (Buy) $73.68 β +1.6% β$74.83 (Now)
Novartis AG - ADR (NVS)
- Sector: Pharmaceuticals: Major
- % of Portfolio: 0.5%
- (Buy) $82.09 β +33.8% β$109.85 (Now)
Chevron Corp. (CVX)
- Sector: Petroleum Refineries
- % of Portfolio: 0.5%
- (Buy) $150.90 β -4.1% β$144.66 (Now)
Kroger Co. (KR)
- Sector: Supermarkets and Other Grocery (except Convenience) Stores
- % of Portfolio: 0.5%
- (Buy) $30.66 β +75.8% β$53.90 (Now)
Walmart Inc (WMT)
- Sector: All Other General Merchandise Stores
- % of Portfolio: 0.5%
- (Buy) $134.81 β -49.9% β$67.59 (Now)
Molina Healthcare Inc (MOH)
- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 0.5%
- (Buy) $74.38 β +366.5% β$346.97 (Now)
DoorDash Inc - Ordinary Shares - Class A (DASH)
- Sector: Electronic Shopping
- % of Portfolio: 0.5%
- (Buy) $105.32 β +15.2% β$121.30 (Now)
Allison Transmission Holdings Inc (ALSN)
- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 0.5%
- (Buy) $38.84 β +112.3% β$82.45 (Now)
Murphy USA Inc (MUSA)
- Sector: Other Gasoline Stations
- % of Portfolio: 0.4%
- (Buy) $120.71 β +321.4% β$508.63 (Now)
Johnson & Johnson (JNJ)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.4%
- (Buy) $164.36 β -1.9% β$161.25 (Now)
Corcept Therapeutics Inc (CORT)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.4%
- (Buy) $13.28 β +160.0% β$34.51 (Now)
Crowdstrike Holdings Inc - Ordinary Shares - Class A (CRWD)
- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 0.4%
- (Buy) $117.02 β +89.8% β$222.05 (Now)
Kinross Gold Corp. (KGC)
- Sector: Gold Ore Mining
- % of Portfolio: 0.4%
- (Buy) $3.56 β +135.7% β$8.40 (Now)
Fortinet Inc (FTNT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.4%
- (Buy) $14.19 β +290.4% β$55.39 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
---|---|---|---|---|---|---|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Options
Can't find any put or calls that Jim Simons has in Renaissance Tech
Track Simons
Don't miss a trade. Get notified when Jim Simons makes his next trade, It's Free!
Metrics
Performance
1 Year
+0.26%
3 Years
-4.47%
5 Years
+42.84%
10 years
+117.88%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $100 Billion
- Dividend Yield 1.44 %
- Beta 0.8823
- P/E Ratio 47.09
- Negative P/E Ratio -60.61
- Profit Margin NaN%
- PEG 351.87
- Price to Sales Ratio NaN
- Price to Book Ratio NaN
- Enterprise Value to EBIT: NaN
- Enterprise Value to Revenue NaN
- Total Debt to Enterprise Value NaN
- Debt to Equity NaN
- Quarterly Earnings Growth (YoY) -
- Return on Equity NaN%
- Return on Assets NaN%
- Return on Invested Capital NaN%
Track Simons
Don't miss a trade. Get notified when Jim Simons makes his next trade, It's Free!
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, the renowned investor behind Renaissance Technologies, exhibits strategic choices in his investment portfolio. His top stock investments reflect a diversification across different sectors with promising growth potential.Firstly, Novo Nordisk stands out within healthcare, particularly known for diabetes care innovationsβa resilient market sector even during economic downturns. This ADR (American Depositary Receipt) makes international investing more accessible for U.S. investors.Next, NVIDIA Corp emerges as a tech stapleβa leader in GPUs for gaming and AI applications. With technology playing an increasing role in various industries, NVIDIA's investment appeal includes its significant position at the forefront of innovation.Thirdly, Meta Platforms Inc, formerly Facebook, represents an investment into social media and digital advertising dominance. Despite regulatory headwinds, Meta's Class A shares offer value given its expansive user base and ventures into new technologies like VR under its Oculus brand.Uber Technologies Inc takes fourth place, riding the wave of gig economy stocks. As a service platform that disrupted traditional transportation, Uber continues to adapt and expand, indicating potential for long-term growth despite short-term challenges.Lastly, Palantir Technologies Inc fills a niche in data analysis. Its Class A shares represent speculation on advanced analytics and government/enterprise software solutionsβa bet on data's significance in modern decision-making processes.In summary, Jim Simons' preferences suggest a balancing act between robust, established companies and innovative entities driving future trends. From healthcare to artificial intelligence and data analytics, these five investments provide insight into opportunities viewed with confidence by one of the world's most successful quantitative hedge funds.
Track Simons
Don't miss a trade. Get notified when Jim Simons makes his next trade, It's Free!