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 | |
|---|---|---|---|---|---|---|
276
Mettler-Toledo International
MTD
$28.6B
| $49.4M | 0.08% |
44,600
+24,100
| +118% | +$29.5M |
|
277
Toast
TOST
$19.7B
| $49.3M | 0.08% |
2,634,100
+960,700
| +57% | +$20.9M |
|
|
CTRA
278
DELISTED
Coterra Energy
CTRA
| $49.2M | 0.08% |
1,817,609
-3,136,700
| -63% | -$85.5M |
|
|
TXNM
279
TXNM Energy Inc
TXNM
$5.91B
| $48.9M | 0.08% |
1,095,500
-54,400
| -5% | -$2.43M |
|
280
Stanley Black & Decker
SWK
$15.5B
| $48.7M | 0.08% |
582,612
-347,550
| -37% | -$32.2M |
|
|
NEWR
281
DELISTED
New Relic, Inc.
NEWR
| $48.3M | 0.08% |
563,800
-49,200
| -8% | -$3.97M |
|
282
Walt Disney
DIS
$177B
| $48M | 0.08% |
592,527
-757,774
| -56% | -$64.7M |
|
283
Casella Waste Systems
CWST
$5.9B
| $48M | 0.08% |
629,201
+24,742
| +4% | +$2.03M |
|
284
Consolidated Edison
ED
$39.9B
| $47.9M | 0.08% |
559,603
-217,261
| -28% | -$19.8M |
|
285
Box
BOX
$4.48B
| $47.8M | 0.08% |
1,975,971
+581,271
| +42% | +$16.6M |
|
286
DNOW Inc
DNOW
$3.06B
| $47.7M | 0.08% |
4,017,292
-136,700
| -3% | -$1.53M |
|
287
ICICI Bank
IBN
$107B
| $47.6M | 0.08% |
2,060,800
-466,410
| -18% | -$11M |
|
288
Frontdoor
FTDR
$5.82B
| $47.3M | 0.08% |
1,547,814
+353,500
| +30% | +$11.7M |
|
289
iShares Floating Rate Bond ETF
FLOT
$10.5B
| $47.3M | 0.08% |
929,900
+294,900
| +46% | +$15M |
|
290
Starbucks
SBUX
$121B
| $47.1M | 0.08% |
+515,984
| New | +$50.6M |
|
291
Tenaris
TS
$27B
| $46.8M | 0.08% |
1,481,944
-348,600
| -19% | -$11.3M |
|
292
Booz Allen Hamilton
BAH
$9.36B
| $46.4M | 0.08% |
424,494
+404,700
| +2,045% | +$46.5M |
|
293
Medtronic
MDT
$114B
| $46.4M | 0.08% |
+591,641
| New | +$49.5M |
|
294
STMicroelectronics
STM
$50.5B
| $46M | 0.08% |
1,063,590
-221,434
| -17% | -$10.6M |
|
295
Scorpio Tankers
STNG
$3.76B
| $46M | 0.08% |
849,095
+207,980
| +32% | +$10.2M |
|
296
TFS Financial
TFSL
$4.83B
| $44.9M | 0.08% |
3,797,356
-116,400
| -3% | -$1.56M |
|
297
MP Materials
MP
$9.66B
| $44.8M | 0.08% |
2,344,749
-14,400
| -0.6% | -$320K |
|
298
Salesforce
CRM
$158B
| $44.7M | 0.08% |
220,383
-597,345
| -73% | -$129M |
|
299
Archer Daniels Midland
ADM
$38.7B
| $44.6M | 0.08% |
591,300
+479,800
| +430% | +$38.9M |
|
300
Paychex
PAYX
$42.5B
| $44.5M | 0.08% |
386,201
+321,600
| +498% | +$38.8M |
|
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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.