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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 19.27%
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
PTRS
3276
DELISTED
Partners Bancorp Common Stock
PTRS
$88K ﹤0.01%
+11,300
New +$82.2K
AIM
3277
AIM ImmunoTech
AIM
$7.17M
$88K ﹤0.01%
1,925
+135
+8% +$8.32K
LND
3278
BrasilAgro
LND
$348M
$87K ﹤0.01%
15,300
-51,612
-77% -$273K
ELDN icon
3279
Eledon Pharmaceuticals
ELDN
$291M
$85K ﹤0.01%
61,973
+1,600
+3% +$2.13K
RBBN icon
3280
Ribbon Communications
RBBN
$372M
$85K ﹤0.01%
31,600
-90,812
-74% -$265K
WHLR
3281
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
CGC
3282
Canopy Growth
CGC
$426M
$84K ﹤0.01%
+10,726
New +$65.6K
FBRX icon
3283
Forte Biosciences
FBRX
$1.57B
$84K ﹤0.01%
5,076
-3,116
-38% -$69.1K
NBP
3284
NovaBridge Biosciences American Depositary Shares
NBP
$216M
$84K ﹤0.01%
63,800
-182,508
-74% -$401K
WKSP icon
3285
Worksport
WKSP
$10.3M
$84K ﹤0.01%
4,020
+1,870
+87% +$55.4K
IPM
3286
Intelligent Protection Management Corp
IPM
$24.9M
$84K ﹤0.01%
+46,320
New +$88.9K
AACG
3287
ATA Creativity
AACG
$48M
$83K ﹤0.01%
74,044
-12,600
-15% -$16K
IMNN icon
3288
Imunon
IMNN
$6.64M
$83K ﹤0.01%
6,510
+836
+15% +$13.1K
IVVD icon
3289
Invivyd
IVVD
$202M
$83K ﹤0.01%
48,785
+24,585
+102% +$39.1K
YQ
3290
17 Education & Technology Group
YQ
$24.1M
$83K ﹤0.01%
21,171
-240
-1% -$1.04K
QNTM
3291
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$22.4M
$83K ﹤0.01%
1,055
-523
-33% -$42.7K
CLNN icon
3292
Clene
CLNN
$52M
$81K ﹤0.01%
+8,196
New +$114K
VIOT
3293
Viomi Technology
VIOT
$48M
$81K ﹤0.01%
80,064
– –
FCUV icon
3294
Focus Universal
FCUV
$3.89M
$80K ﹤0.01%
103
-99
-49% -$70.3K
CNTB
3295
Connect Biopharma Holdings
CNTB
$147M
$79K ﹤0.01%
97,000
+1,500
+2% +$1.37K
AFMD
3296
DELISTED
Affimed
AFMD
$78K ﹤0.01%
16,246
-42,714
-72% -$235K
ARIS
3297
Aris Mining
ARIS
$3.66B
$77K ﹤0.01%
+33,634
New +$80.5K
CARV
3298
DELISTED
Carver Bancorp
CARV
$77K ﹤0.01%
35,600
-7,968
-18% -$19.9K
CCM
3299
Concord Medical Services
CCM
$20.8M
$77K ﹤0.01%
6,010
-1,270
-17% -$17.1K
VOR icon
3300
Vor Biopharma
VOR
$1.32B
$77K ﹤0.01%
1,825
+5
+0.3% +$271
130 131
132
133 134

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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.