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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+12.02%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$64.6B
AUM Growth
+$5.95B
Cap. Flow
+$299M
Cap. Flow %
0.46%
Top 10 Hldgs %
11.91%
Holding
4,318
New
702
Increased
1,590
Reduced
1,355
Closed
633

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$653M
2
AMZN icon
Amazon
AMZN
+$602M
3
XOM icon
ExxonMobil
XOM
+$473M
4
TSLA icon
Tesla
TSLA
+$437M
5
SBUX icon
Starbucks
SBUX
+$380M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$511M
2
NFLX icon
Netflix
NFLX
+$427M
3
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$397M
4
NKE icon
Nike
NKE
+$373M
5
MSFT icon
Microsoft
MSFT
+$365M

Sector Composition

Rank Sector Weight
1 Technology 19.68%
2 Healthcare 17.69%
3 Consumer Discretionary 13.09%
4 Industrials 7.96%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
2476
Vanguard ESG US Stock ETF
ESGV
$13.7B
$902K ﹤0.01%
10,600
+4,000
+61% +$315K
IGOV icon
2477
iShares International Treasury Bond ETF
IGOV
$1.53B
$901K ﹤0.01%
+21,803
New +$840K
VINP icon
2478
Vinci Compass Investments Ltd
VINP
$626M
$901K ﹤0.01%
82,280
+38,648
+89% +$398K
IMO icon
2479
Imperial Oil
IMO
$64.5B
$900K ﹤0.01%
15,738
-66,457
-81% -$3.82M
ASIX icon
2480
AdvanSix
ASIX
$460M
$899K ﹤0.01%
30,000
-7,600
-20% -$211K
ALYA
2481
DELISTED
Alithya Group Inc Class A Subordinate Voting Shares
ALYA
$896K ﹤0.01%
673,733
-7,400
-1% -$9.7K
RSPG icon
2482
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$606M
$892K ﹤0.01%
12,100
+2,800
+30% +$209K
MNTX
2483
DELISTED
Manitex International, Inc.
MNTX
$890K ﹤0.01%
101,840
+13,400
+15% +$80.7K
MXCT icon
2484
MaxCyte
MXCT
$141M
$889K ﹤0.01%
189,100
-22,000
-10% -$85.7K
TRML
2485
DELISTED
Tourmaline Bio
TRML
$889K ﹤0.01%
33,976
+14,329
+73% +$287K
NSA
2486
DELISTED
National Storage Affiliates Trust
NSA
$887K ﹤0.01%
21,400
+800
+4% +$26.8K
CRMD icon
2487
CorMedix
CRMD
$592M
$886K ﹤0.01%
235,700
+129,100
+121% +$444K
IEO icon
2488
iShares US Oil & Gas Exploration & Production ETF
IEO
$595M
$885K ﹤0.01%
+9,500
New +$901K
RGCO icon
2489
RGC Resources
RGCO
$224M
$885K ﹤0.01%
43,533
-3,200
-7% -$57.5K
MPX
2490
DELISTED
Marine Products Corp
MPX
$880K ﹤0.01%
77,202
+3,600
+5% +$40.7K
EELV icon
2491
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$423M
$877K ﹤0.01%
36,500
+2,200
+6% +$50.5K
LITS
2492
Lite Strategy Inc
LITS
$30.2M
$875K ﹤0.01%
150,892
+6,646
+5% +$44.2K
EDRY icon
2493
EuroDry
EDRY
$106M
$874K ﹤0.01%
45,900
+14,100
+44% +$237K
PVBC
2494
DELISTED
Provident Bancorp
PVBC
$871K ﹤0.01%
86,480
+1,300
+2% +$12.6K
IHDG icon
2495
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
$869K ﹤0.01%
20,700
-25,000
-55% -$992K
LPTH icon
2496
Lightpath Technologies
LPTH
$953M
$869K ﹤0.01%
689,400
-10,000
-1% -$13.8K
ASTE icon
2497
Astec Industries
ASTE
$997M
$868K ﹤0.01%
23,345
-14,300
-38% -$527K
BRN icon
2498
Barnwell Industries
BRN
$13.9M
$868K ﹤0.01%
357,314
-12,508
-3% -$31.1K
FAS icon
2499
Direxion Daily Financial Bull 3x ETF
FAS
$2.49B
$868K ﹤0.01%
+10,500
New +$689K
GTO icon
2500
Invesco Total Return Bond ETF
GTO
$2.47B
$867K ﹤0.01%
+18,362
New +$830K
98 99
100
101 102

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Jim Simons's Q4 2023 Portfolio in Review

As of Q4 2023, Jim Simons held 4,318 positions worth $64.6B, up 10% from $58.7B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2023 filing shows 702 new, 1,590 increased, 1,355 reduced and 633 closed positions. Its largest new stake was Amazon: 4,296,466 shares worth $653M. The largest sale was Berkshire Hathaway Class A, an estimated $511M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q4 2023 buy was Amazon: 4,296,466 shares worth $653M.
  • Jim Simons added most to Meta Platforms (Facebook) in Q4 2023, an estimated $653M increase.
  • Jim Simons's biggest Q4 2023 reduction was Berkshire Hathaway Class A, cutting an estimated $511M.
  • Jim Simons fully exited Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2023, selling an estimated $397M.
  • Jim Simons's ten largest holdings make up 12% of its $64.6B portfolio in Q4 2023.
  • Jim Simons opened 702 new positions and closed 633 in Q4 2023.
  • Jim Simons's portfolio value rose 10% quarter-over-quarter to $64.6B.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.