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 |
Netflix
NFLX
|
+$385M |
| 2 |
Microsoft
MSFT
|
+$368M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$298M |
| 4 |
Delta Air Lines
DAL
|
+$208M |
| 5 |
Carnival Corporation Ltd
CCL
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.34B |
| 2 |
Tesla
TSLA
|
+$353M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$303M |
| 4 |
NVIDIA
NVDA
|
+$290M |
| 5 |
Boeing
BA
|
+$286M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.27% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Discretionary | 12.34% |
| 4 | Consumer Staples | 10.13% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Dick's Sporting Goods
DKS
$18.4B
| $56.9M | 0.1% |
524,300
-94,200
| -15% | -$11.9M |
|
227
Xylem
XYL
$28.8B
| $56.6M | 0.1% |
621,622
-182,149
| -23% | -$18.8M |
|
228
Marqeta
MQ
$1.62B
| $56.5M | 0.1% |
2,360,800
-36,575
| -2% | -$830K |
|
229
Medifast
MED
$130M
| $56.5M | 0.1% |
754,210
+73,600
| +11% | +$6.53M |
|
230
HSBC
HSBC
$355B
| $56.2M | 0.1% |
1,425,243
-260,800
| -15% | -$10.3M |
|
231
Ross Stores
ROST
$80.8B
| $56.1M | 0.1% |
496,700
-386,686
| -44% | -$44.3M |
|
232
Chewy
CHWY
$9.2B
| $56.1M | 0.1% |
3,071,300
+1,965,100
| +178% | +$56.2M |
|
233
Hubbell
HUBB
$27.5B
| $56M | 0.1% |
+178,700
| New | +$56.9M |
|
234
Ironwood Pharmaceuticals
IRWD
$711M
| $55.9M | 0.1% |
5,799,898
+480,445
| +9% | +$4.71M |
|
235
Workiva
WK
$3.76B
| $55.1M | 0.09% |
544,200
-78,900
| -13% | -$8.2M |
|
236
UFP Technologies
UFPT
$2.49B
| $54.9M | 0.09% |
340,212
+18,339
| +6% | +$3.21M |
|
|
WCN
237
Waste Connections
WCN
$42B
| $54.8M | 0.09% |
407,689
-18,755
| -4% | -$2.62M |
|
238
Idexx Laboratories
IDXX
$46.2B
| $54.6M | 0.09% |
+124,804
| New | +$62.2M |
|
|
SLCA
239
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $54.2M | 0.09% |
3,858,624
-98,784
| -2% | -$1.29M |
|
240
PLDT
PHI
$4.23B
| $54.2M | 0.09% |
2,622,061
+3,300
| +0.1% | +$72.3K |
|
241
Coca-Cola Femsa
KOF
$23B
| $53.9M | 0.09% |
686,704
-186,200
| -21% | -$15.4M |
|
242
Truist Financial
TFC
$63.9B
| $53.8M | 0.09% |
1,879,217
+1,807,900
| +2,535% | +$55.6M |
|
243
Ambev
ABEV
$43.8B
| $53.4M | 0.09% |
20,707,300
-1,095,996
| -5% | -$3.17M |
|
244
Texas Roadhouse
TXRH
$13.8B
| $53.3M | 0.09% |
554,772
+342,772
| +162% | +$36.5M |
|
245
Progress Software
PRGS
$1.77B
| $53.1M | 0.09% |
1,010,119
+12,849
| +1% | +$753K |
|
|
MZTI
246
The Marzetti Company
MZTI
$3.15B
| $52.7M | 0.09% |
319,263
-5,500
| -2% | -$990K |
|
247
Innoviva
INVA
$1.5B
| $52M | 0.09% |
3,999,407
+150,560
| +4% | +$1.95M |
|
248
IDEX
IEX
$17.5B
| $51.9M | 0.09% |
249,525
-74,300
| -23% | -$16.1M |
|
249
Norfolk Southern
NSC
$75.2B
| $51.9M | 0.09% |
263,300
+80,400
| +44% | +$17.4M |
|
250
Robinhood
HOOD
$84.9B
| $51.8M | 0.09% |
5,276,500
+2,353,700
| +81% | +$26.1M |
|
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Jim Simons's Q3 2023 Portfolio in Review
As of Q3 2023, Jim Simons held 4,329 positions worth $58.7B, down 15% from $69.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons withdrew a net $8.34B in Q3 2023, closing 713 positions and reducing 1,794 holdings. Its most notable exit was Chevron, an estimated $185M position sold in full.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Jim Simons opened a new position in D.R. Horton worth $125M.
- Jim Simons's largest Q3 2023 buy was D.R. Horton: 1,159,438 shares worth $125M.
- Jim Simons added most to Netflix in Q3 2023, an estimated $385M increase.
- Jim Simons's biggest Q3 2023 reduction was Meta Platforms (Facebook), cutting an estimated $1.34B.
- Jim Simons fully exited Chevron in Q3 2023, selling an estimated $185M.
- Jim Simons's ten largest holdings make up 12% of its $58.7B portfolio in Q3 2023.
- Jim Simons opened 464 new positions and closed 713 in Q3 2023.
- Jim Simons's portfolio value fell 15% quarter-over-quarter to $58.7B.
Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.