Jim Simons recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
In 1982, Jim Simons (Trades, Portfolio) founded Renaissance Technologies Corporation, a private investment firm based in New York. Simons is still at the helm as CEO of what is now one of the world's most successful hedge funds.
As of the latest 13F report, the guru’s equity portfolio contained 4074 stocks valued at a total of $73.09Bil. The top holdings were NVO(2.33%), AMZN(1.30%), and AAPL(1.26%).
According to GuruFocus data, these were Jim Simons (Trades, Portfolio)’s top five trades of the quarter.
Microsoft Corp
The guru sold out of their 3,824,284-share investment in NAS:MSFT. Previously, the stock had a 1.26% weight in the equity portfolio. Shares traded for an average price of $239.99 during the quarter.
On 02/17/2023, Microsoft Corp traded for a price of $262.15 per share and a market cap of $1,951.39Bil. The stock has returned -11.55% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 29.13, a price-book ratio of 10.66, a price-earnings-to-growth (PEG) ratio of 1.41, a EV-to-Ebitda ratio of 19.90 and a price-sales ratio of 9.63.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 9.
Apple Inc
During the quarter, Jim Simons (Trades, Portfolio) bought 5,870,078 shares of NAS:AAPL for a total holding of 7,099,648. The trade had a 1.04% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 02/17/2023, Apple Inc traded for a price of $153.71 per share and a market cap of $2,431.99Bil. The stock has returned -10.39% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 26.10, a price-book ratio of 42.94, a price-earnings-to-growth (PEG) ratio of 1.50, a EV-to-Ebitda ratio of 19.66 and a price-sales ratio of 6.41.
The price-to-GF Value ratio is 0.90, earning the stock a GF Value rank of 7.
Amazon.com Inc
During the quarter, Jim Simons (Trades, Portfolio) bought 8,196,300 shares of NAS:AMZN for a total holding of 11,347,000. The trade had a 0.9399999999999999% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 02/17/2023, Amazon.com Inc traded for a price of $98.15000000000001 per share and a market cap of $1,005.77Bil. The stock has returned -37.92% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-book ratio of 6.85, a EV-to-Ebitda ratio of 28.86 and a price-sales ratio of 1.93.
The price-to-GF Value ratio is 0.49, earning the stock a GF Value rank of 4.
Taiwan Semiconductor Manufacturing Co Ltd
During the quarter, Jim Simons (Trades, Portfolio) bought 7,550,320 shares of NYSE:TSM for a total holding of 7,577,020. The trade had a 0.77% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.34.
On 02/17/2023, Taiwan Semiconductor Manufacturing Co Ltd traded for a price of $90.81999999999999 per share and a market cap of $470.99Bil. The stock has returned -24.94% over the past year.
GuruFocus gives the company a financial strength rating of 10 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Taiwan Semiconductor Manufacturing Co Ltd has a price-earnings ratio of 13.95, a price-book ratio of 4.50, a EV-to-Ebitda ratio of 11.13 and a price-sales ratio of 5.84.
The price-to-GF Value ratio is 0.67, earning the stock a GF Value rank of 8.
The Home Depot Inc
The guru sold out of their 1,598,400-share investment in NYSE:HD. Previously, the stock had a 0.62% weight in the equity portfolio. Shares traded for an average price of $304.63 during the quarter.
On 02/17/2023, The Home Depot Inc traded for a price of $321.24 per share and a market cap of $327.40Bil. The stock has returned -6.10% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, The Home Depot Inc has a price-earnings ratio of 19.36, a price-book ratio of 252.94, a price-earnings-to-growth (PEG) ratio of 1.46, a EV-to-Ebitda ratio of 13.81 and a price-sales ratio of 2.09.
The price-to-GF Value ratio is 0.87, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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