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 | |
|---|---|---|---|---|---|---|
2551
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $686K | ﹤0.01% |
9,300
-356,500
| -97% | -$26.6M |
|
2552
Innovator US Equity Power Buffer ETF August
PAUG
$938M
| $686K | ﹤0.01% |
+22,100
| New | +$699K |
|
2553
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$923M
| $685K | ﹤0.01% |
16,500
+8,401
| +104% | +$357K |
|
2554
iShares ESG Optimized MSCI USA ETF
SUSA
$4.19B
| $684K | ﹤0.01% |
7,600
+3,200
| +73% | +$301K |
|
|
GTHX
2555
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $683K | ﹤0.01% |
474,080
-97,711
| -17% | -$189K |
|
2556
Cohen & Steers
CNS
$4.36B
| $681K | ﹤0.01% |
10,870
-72,259
| -87% | -$4.57M |
|
2557
Backblaze
BLZE
$1.18B
| $680K | ﹤0.01% |
123,616
+20,516
| +20% | +$111K |
|
2558
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
| $680K | ﹤0.01% |
+8,200
| New | +$737K |
|
|
GHL
2559
DELISTED
Greenhill & Co., Inc.
GHL
| $680K | ﹤0.01% |
45,973
-1,027
| -2% | -$15.1K |
|
2560
Ponce Financial Group
PDLB
$502M
| $679K | ﹤0.01% |
86,794
-15,700
| -15% | -$135K |
|
2561
CVD Equipment Corp
CVV
$56M
| $678K | ﹤0.01% |
101,882
-1,700
| -2% | -$12.2K |
|
2562
Bio-Rad Laboratories Class B
BIO.B
| $675K | ﹤0.01% |
1,900
| – | – |
|
|
CODX
2563
Co-Diagnostics
CODX
$5.16M
| $675K | ﹤0.01% |
21,213
-577
| -3% | -$21.8K |
|
2564
American Coastal Insurance
ACIC
$466M
| $674K | ﹤0.01% |
91,626
-16,100
| -15% | -$104K |
|
2565
Bristow Group
VTOL
$1.38B
| $670K | ﹤0.01% |
23,800
+5,500
| +30% | +$159K |
|
2566
FIVE9
FIVN
$2.47B
| $669K | ﹤0.01% |
10,400
-200,498
| -95% | -$15M |
|
2567
Personalis
PSNL
$1.5B
| $668K | ﹤0.01% |
552,475
+100,275
| +22% | +$179K |
|
2568
C4 Therapeutics
CCCC
$522M
| $666K | ﹤0.01% |
357,988
-158,910
| -31% | -$485K |
|
2569
Marcus & Millichap
MMI
$1.2B
| $666K | ﹤0.01% |
22,700
-68,900
| -75% | -$2.31M |
|
|
KALV
2570
DELISTED
KalVista Pharmaceuticals
KALV
| $665K | ﹤0.01% |
69,100
-73,828
| -52% | -$754K |
|
2571
Moog Inc Class B
MOG.B
| $665K | ﹤0.01% |
5,900
+100
| +2% | +$11.3K |
|
|
ACCS
2572
ACCESS Newswire
ACCS
$19.2M
| $665K | ﹤0.01% |
35,358
+620
| +2% | +$12.5K |
|
|
MCW
2573
DELISTED
Mister Car Wash
MCW
| $662K | ﹤0.01% |
+120,200
| New | +$917K |
|
2574
Spero Therapeutics
SPRO
$71.2M
| $662K | ﹤0.01% |
547,165
-46,266
| -8% | -$64.1K |
|
2575
MaxCyte
MXCT
$141M
| $659K | ﹤0.01% |
211,100
+135,400
| +179% | +$544K |
|
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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.