We are live on ! Find out more
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
+12.02%
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
$64.6B
AUM Growth
+$5.95B
Cap. Flow
+$299M
Cap. Flow %
0.46%
Top 10 Hldgs %
11.91%
Holding
4,318
New
702
Increased
1,590
Reduced
1,355
Closed
633

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$653M
2
AMZN icon
Amazon
AMZN
+$602M
3
XOM icon
ExxonMobil
XOM
+$473M
4
TSLA icon
Tesla
TSLA
+$437M
5
SBUX icon
Starbucks
SBUX
+$380M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$511M
2
NFLX icon
Netflix
NFLX
+$427M
3
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$397M
4
NKE icon
Nike
NKE
+$373M
5
MSFT icon
Microsoft
MSFT
+$365M

Sector Composition

Rank Sector Weight
1 Technology 19.68%
2 Healthcare 17.69%
3 Consumer Discretionary 13.09%
4 Industrials 7.96%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KALA icon
3301
KALA BIO
KALA
$17.1M
$99K ﹤0.01%
+282
New +$99.8K
FTH
3302
Faeth Therapeutics
FTH
$759M
$99K ﹤0.01%
7,175
+2,985
+71% +$40.7K
AEYE icon
3303
AudioEye
AEYE
$72.6M
$98K ﹤0.01%
18,100
+4,500
+33% +$20.4K
INKT icon
3304
MiNK Therapeutics
INKT
$54.8M
$98K ﹤0.01%
9,204
+3,434
+60% +$35.8K
ITRM
3305
DELISTED
Iterum Therapeutics
ITRM
$98K ﹤0.01%
49,922
+3,000
+6% +$3.72K
VSTA
3306
DELISTED
Vasta Platform
VSTA
$98K ﹤0.01%
22,000
+500
+2% +$2.04K
DPSI
3307
DELISTED
DecisionPoint Systems, Inc.
DPSI
$98K ﹤0.01%
15,600
+5,125
+49% +$28.4K
MATH icon
3308
Metalpha Technology Holding
MATH
$41.4M
$97K ﹤0.01%
44,600
-400
-0.9% -$606
SRZN icon
3309
Surrozen
SRZN
$284M
$97K ﹤0.01%
10,326
+2,019
+24% +$14.1K
TNXP icon
3310
Tonix Pharmaceuticals
TNXP
$214M
$97K ﹤0.01%
75
+5
+7% +$8.05K
ORKA
3311
Oruka Therapeutics
ORKA
$7.16B
$97K ﹤0.01%
4,775
+542
+13% +$12.2K
FUSN
3312
DELISTED
Fusion Pharmaceuticals Inc. Common Shares
FUSN
$96K ﹤0.01%
+10,000
New +$48.6K
AQB icon
3313
AquaBounty Technologies
AQB
$7.72M
$95K ﹤0.01%
33,420
+1,245
+4% +$3.59K
REFR icon
3314
Research Frontiers
REFR
$15.2M
$95K ﹤0.01%
94,400
+70,500
+295% +$73.2K
APVO icon
3315
Aptevo Therapeutics
APVO
$5.31M
$94K ﹤0.01%
+1
New +$142K
FSEA icon
3316
First Seacoast Bancorp
FSEA
$80.4M
$93K ﹤0.01%
+12,132
New +$83.2K
TENX icon
3317
Tenax Therapeutics
TENX
$68.5M
$93K ﹤0.01%
+4,252
New +$102K
BHAT
3318
DELISTED
Blue Hat Interactive Entertainment Technology
BHAT
$92K ﹤0.01%
18
+8
+80% +$50K
CARV
3319
DELISTED
Carver Bancorp
CARV
$92K ﹤0.01%
46,900
+11,300
+32% +$19.5K
NRXP icon
3320
NRX Pharmaceuticals
NRXP
$143M
$92K ﹤0.01%
20,048
+3,670
+22% +$12.1K
RSVR
3321
Reservoir Media
RSVR
$646M
$92K ﹤0.01%
+12,848
New +$78.2K
PDYN icon
3322
Palladyne AI
PDYN
$310M
$92K ﹤0.01%
127,078
+55,800
+78% +$36.3K
EXAI
3323
DELISTED
Exscientia Plc American Depositary Shares
EXAI
$92K ﹤0.01%
14,322
-43,678
-75% -$247K
EVA
3324
DELISTED
Enviva Inc.
EVA
$92K ﹤0.01%
+92,200
New +$256K
SNCE
3325
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
$92K ﹤0.01%
17,145
-1,134
-6% -$6.99K
131 132
133
134 135

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's Q4 2023 Portfolio in Review

As of Q4 2023, Jim Simons held 4,318 positions worth $64.6B, up 10% from $58.7B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons's Q4 2023 filing shows 702 new, 1,590 increased, 1,355 reduced and 633 closed positions. Its largest new stake was Amazon: 4,296,466 shares worth $653M. The largest sale was Berkshire Hathaway Class A, an estimated $511M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Jim Simons's largest Q4 2023 buy was Amazon: 4,296,466 shares worth $653M.
  • Jim Simons added most to Meta Platforms (Facebook) in Q4 2023, an estimated $653M increase.
  • Jim Simons's biggest Q4 2023 reduction was Berkshire Hathaway Class A, cutting an estimated $511M.
  • Jim Simons fully exited Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2023, selling an estimated $397M.
  • Jim Simons's ten largest holdings make up 12% of its $64.6B portfolio in Q4 2023.
  • Jim Simons opened 702 new positions and closed 633 in Q4 2023.
  • Jim Simons's portfolio value rose 10% quarter-over-quarter to $64.6B.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.