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 | 19.37% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Consumer Staples | 10.13% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2526
iShares Russell Top 200 ETF
IWL
$2.29B
| $713K | ﹤0.01% |
6,900
+4,700
| +214% | +$504K |
|
2527
La-Z-Boy
LZB
$1.67B
| $713K | ﹤0.01% |
23,100
-96,500
| -81% | -$2.97M |
|
2528
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$606M
| $713K | ﹤0.01% |
9,300
+4,400
| +90% | +$332K |
|
2529
Nkarta
NKTX
$167M
| $712K | ﹤0.01% |
512,572
+188,572
| +58% | +$358K |
|
2530
Hillman Solutions
HLMN
$1.69B
| $710K | ﹤0.01% |
86,029
-177,400
| -67% | -$1.61M |
|
2531
Tredegar Corp
TG
$276M
| $710K | ﹤0.01% |
131,300
-66,700
| -34% | -$389K |
|
2532
AXT Inc
AXTI
$5.34B
| $709K | ﹤0.01% |
295,600
-73,412
| -20% | -$194K |
|
2533
Mammoth Energy Services
TUSK
$160M
| $708K | ﹤0.01% |
152,572
-36,400
| -19% | -$177K |
|
|
KNTE
2534
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
| $708K | ﹤0.01% |
505,956
+168,156
| +50% | +$404K |
|
|
RNAM
2535
DELISTED
Avidity Biosciences
RNAM
| $707K | ﹤0.01% |
110,800
+44,900
| +68% | +$387K |
|
2536
Citizens
CIA
$201M
| $705K | ﹤0.01% |
247,494
-6,000
| -2% | -$17.1K |
|
2537
Betterware México
BWMX
$613M
| $704K | ﹤0.01% |
43,200
| – | – |
|
2538
Dimensional US Targeted Value ETF
DFAT
$14.9B
| $704K | ﹤0.01% |
15,400
+7,400
| +93% | +$351K |
|
2539
Fidelity MSCI Energy Index ETF
FENY
$2.09B
| $702K | ﹤0.01% |
+28,200
| New | +$678K |
|
2540
Fulton Financial
FULT
$4.72B
| $702K | ﹤0.01% |
+57,945
| New | +$760K |
|
|
AGEN
2541
Agenus
AGEN
$329M
| $701K | ﹤0.01% |
31,017
-140,234
| -82% | -$3.98M |
|
2542
Energy Services of America
ESOA
$239M
| $701K | ﹤0.01% |
173,201
+68,601
| +66% | +$229K |
|
2543
Smart Sand
SND
$219M
| $698K | ﹤0.01% |
300,656
+36,056
| +14% | +$71.3K |
|
2544
KVH Industries
KVHI
$145M
| $697K | ﹤0.01% |
136,600
-1,400
| -1% | -$9.48K |
|
|
SY
2545
So-Young International
SY
$225M
| $696K | ﹤0.01% |
666,324
-33,261
| -5% | -$46.8K |
|
2546
RB Global
RBA
$15.6B
| $693K | ﹤0.01% |
+11,084
| New | +$683K |
|
2547
Five Below
FIVE
$13.5B
| $692K | ﹤0.01% |
4,300
-156,100
| -97% | -$28.5M |
|
2548
Jack in the Box
JACK
$325M
| $691K | ﹤0.01% |
10,000
-10,000
| -50% | -$851K |
|
|
ACOR
2549
DELISTED
Acorda Therapeutics
ACOR
| $690K | ﹤0.01% |
46,061
+500
| +1% | +$7.53K |
|
2550
Chicago Rivet & Machine Co
CVR
$9.98M
| $689K | ﹤0.01% |
39,110
+1,400
| +4% | +$29.9K |
|
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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.