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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
TPIC
2926
DELISTED
TPI Composites
TPIC
$305K ﹤0.01%
115,200
-261,531
-69% -$1.6M
STTK icon
2927
Shattuck Labs
STTK
$735M
$303K ﹤0.01%
199,600
-28,200
-12% -$64.4K
CBIO
2928
Crescent Biopharma
CBIO
$623M
$302K ﹤0.01%
2,011
+850
+73% +$134K
HWC icon
2929
Hancock Whitney
HWC
$6.42B
$302K ﹤0.01%
+8,173
New +$334K
PDS
2930
Precision Drilling
PDS
$1.09B
$302K ﹤0.01%
4,500
-11,395
-72% -$724K
RWJ icon
2931
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.11B
$302K ﹤0.01%
+8,300
New +$319K
CALF icon
2932
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
$300K ﹤0.01%
7,200
-4,700
-39% -$198K
HRTX icon
2933
Heron Therapeutics
HRTX
$62.8M
$300K ﹤0.01%
291,300
-767,800
-72% -$1.09M
FMBH icon
2934
First Mid Bancshares
FMBH
$1.39B
$297K ﹤0.01%
+11,200
New +$312K
LXRX icon
2935
Lexicon Pharmaceuticals
LXRX
$1.03B
$297K ﹤0.01%
+272,255
New +$478K
UFI icon
2936
UNIFI
UFI
$122M
$297K ﹤0.01%
41,834
-17,047
-29% -$127K
CYT
2937
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
$297K ﹤0.01%
104,649
-35,151
-25% -$96.8K
SLQT icon
2938
SelectQuote
SLQT
$130M
$294K ﹤0.01%
251,000
-498,786
-67% -$753K
GHSI
2939
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
$293K ﹤0.01%
39,720
+2,100
+6% +$16.2K
GES
2940
DELISTED
Guess Inc
GES
$292K ﹤0.01%
+13,500
New +$285K
GDX icon
2941
VanEck Gold Miners ETF
GDX
$27.5B
$291K ﹤0.01%
10,800
-438,600
-98% -$12.9M
BERZ icon
2942
MicroSectors FANG & Innovation -3x Inverse Leveraged ETN
BERZ
$13.8M
$289K ﹤0.01%
194
+141
+266% +$196K
IDN icon
2943
Intellicheck
IDN
$56.9M
$288K ﹤0.01%
127,816
+35,716
+39% +$89.9K
PLSE icon
2944
Pulse Biosciences
PLSE
$3.19B
$288K ﹤0.01%
+71,500
New +$444K
MTTR
2945
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$288K ﹤0.01%
132,600
-410,100
-76% -$1.15M
DFIV icon
2946
Dimensional International Value ETF
DFIV
$21.8B
$287K ﹤0.01%
8,800
-37,600
-81% -$1.25M
CALB
2947
DELISTED
California BanCorp Common Stock
CALB
$287K ﹤0.01%
14,285
-4,900
-26% -$89.6K
GYRE icon
2948
Gyre Therapeutics
GYRE
$701M
$285K ﹤0.01%
39,379
-12,247
-24% -$82K
SYRE icon
2949
Spyre Therapeutics
SYRE
$9.01B
$285K ﹤0.01%
23,229
+7,509
+48% +$99.3K
VCSA
2950
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$285K ﹤0.01%
30,935
+390
+1% +$4.74K
116 117
118
119 120

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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.