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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
-2.19%
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
$58.7B
AUM Growth
-$10.7B
Cap. Flow
-$8.34B
Cap. Flow %
-14.22%
Top 10 Hldgs %
11.75%
Holding
4,329
New
464
Increased
1,327
Reduced
1,794
Closed
713

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$385M
2
MSFT icon
Microsoft
MSFT
+$368M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$298M
4
DAL icon
Delta Air Lines
DAL
+$208M
5
CCL icon
Carnival Corporation Ltd
CCL
+$203M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.34B
2
TSLA icon
Tesla
TSLA
+$353M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$303M
4
NVDA icon
NVIDIA
NVDA
+$290M
5
BA icon
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
NFRA icon
2901
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.05B
$322K ﹤0.01%
6,647
-8,555
-56% -$438K
HUT
2902
Hut 8
HUT
$10.8B
$321K ﹤0.01%
32,620
-29,520
-48% -$419K
SCU
2903
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$320K ﹤0.01%
+27,600
New +$302K
IEMG icon
2904
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$319K ﹤0.01%
+6,700
New +$332K
GEM icon
2905
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.73B
$318K ﹤0.01%
+11,100
New +$332K
SLYV icon
2906
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.13B
$318K ﹤0.01%
4,400
-2,400
-35% -$185K
UNTY icon
2907
Unity Bancorp
UNTY
$619M
$316K ﹤0.01%
13,500
-700
-5% -$17.3K
HUMA icon
2908
Humacyte
HUMA
$166M
$315K ﹤0.01%
107,500
+35,900
+50% +$119K
BSJN
2909
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
$314K ﹤0.01%
13,353
+1,153
+9% +$27.1K
MNOV icon
2910
MediciNova
MNOV
$64.5M
$313K ﹤0.01%
149,600
+2,700
+2% +$6.28K
MRBK icon
2911
Meridian
MRBK
$240M
$313K ﹤0.01%
32,000
-500
-2% -$5.63K
SPIR icon
2912
Spire Global
SPIR
$540M
$312K ﹤0.01%
63,781
-75,712
-54% -$393K
LTRPA
2913
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$312K ﹤0.01%
638,322
-163,278
-20% -$106K
AOR icon
2914
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.74B
$311K ﹤0.01%
6,300
-26,000
-80% -$1.32M
SCOR icon
2915
Comscore
SCOR
$92.2M
$311K ﹤0.01%
25,342
+4,245
+20% +$60K
BH icon
2916
Biglari Holdings Class B
BH
$1.2B
$310K ﹤0.01%
1,866
-990
-35% -$186K
DARE icon
2917
Dare Bioscience
DARE
$12.9M
$310K ﹤0.01%
55,900
-4,002
-7% -$32.9K
OVID icon
2918
Ovid Therapeutics
OVID
$524M
$310K ﹤0.01%
80,800
-33,900
-30% -$122K
PEY icon
2919
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.18B
$309K ﹤0.01%
+16,100
New +$321K
VFF icon
2920
Village Farms International
VFF
$311M
$309K ﹤0.01%
387,566
-34,400
-8% -$26.4K
RDW icon
2921
Redwire
RDW
$3.42B
$307K ﹤0.01%
106,300
+16,231
+18% +$52.2K
STRM
2922
DELISTED
Streamline Health Solutions
STRM
$307K ﹤0.01%
21,188
+1,063
+5% +$18.5K
FMS icon
2923
Fresenius Medical Care
FMS
$12.6B
$306K ﹤0.01%
+14,200
New +$345K
IGM icon
2924
iShares Expanded Tech Sector ETF
IGM
$10.8B
$306K ﹤0.01%
4,800
– –
PGR icon
2925
Progressive
PGR
$123B
$306K ﹤0.01%
2,200
-72,800
-97% -$9.58M
115 116
117
118 119

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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.