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 | |
|---|---|---|---|---|---|---|
251
Petrobras
PBR
$116B
| $51.6M | 0.09% |
3,444,500
-658,700
| -16% | -$9.37M |
|
252
BioMarin Pharmaceuticals
BMRN
$13.5B
| $51.5M | 0.09% |
581,771
-150,867
| -21% | -$13.4M |
|
253
argenx
ARGX
$54.1B
| $51.5M | 0.09% |
104,700
-9,300
| -8% | -$4.55M |
|
254
Travelers Companies
TRV
$78.3B
| $51.5M | 0.09% |
315,172
+211,700
| +205% | +$35.4M |
|
|
SWAV
255
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $51.1M | 0.09% |
256,600
+53,800
| +27% | +$12.7M |
|
256
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
| $50.6M | 0.09% |
505,400
+182,000
| +56% | +$18.2M |
|
257
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
| $50.5M | 0.09% |
995,900
+301,100
| +43% | +$15.2M |
|
258
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
| $50.5M | 0.09% |
504,200
+153,600
| +44% | +$15.3M |
|
259
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $50.5M | 0.09% |
456,900
+139,800
| +44% | +$15.4M |
|
260
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
| $50.5M | 0.09% |
1,001,800
+341,500
| +52% | +$17.2M |
|
261
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $50.5M | 0.09% |
501,300
+153,900
| +44% | +$15.5M |
|
262
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $50.5M | 0.09% |
549,600
+166,900
| +44% | +$15.3M |
|
263
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
| $50.4M | 0.09% |
1,005,200
+364,800
| +57% | +$18.3M |
|
264
PGIM Ultra Short Bond ETF
PULS
$18.4B
| $50.4M | 0.09% |
1,018,300
+367,500
| +56% | +$18.1M |
|
265
Crown Castle
CCI
$31.3B
| $50.3M | 0.09% |
546,603
+310,500
| +132% | +$32.2M |
|
266
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $50.2M | 0.09% |
997,900
+302,200
| +43% | +$15.2M |
|
267
First Trust Enhanced Short Maturity ETF
FTSM
$6.54B
| $50.2M | 0.09% |
844,300
+256,700
| +44% | +$15.3M |
|
268
Snap-on
SNA
$21.3B
| $50.1M | 0.09% |
196,300
+11,600
| +6% | +$3.13M |
|
269
Nutanix
NTNX
$17.4B
| $50M | 0.09% |
1,434,393
-298,207
| -17% | -$9.36M |
|
270
Takeda Pharmaceutical
TAK
$55.8B
| $50M | 0.09% |
3,230,900
-419,100
| -11% | -$6.49M |
|
271
IonQ
IONQ
$17.6B
| $49.9M | 0.09% |
3,356,400
+1,224,500
| +57% | +$19.2M |
|
272
iShares Short Maturity Bond ETF
NEAR
$4.88B
| $49.7M | 0.08% |
996,700
+350,100
| +54% | +$17.4M |
|
273
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
| $49.5M | 0.08% |
498,100
+173,600
| +53% | +$17.2M |
|
274
Pacira BioSciences
PCRX
$972M
| $49.5M | 0.08% |
1,613,997
+39,300
| +2% | +$1.42M |
|
275
Sturm, Ruger & Co
RGR
$598M
| $49.4M | 0.08% |
948,276
+16,900
| +2% | +$888K |
|
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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.