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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
+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
BFLY icon
3401
Butterfly Network
BFLY
$2.36B
$65K ﹤0.01%
60,600
+25,800
+74% +$25.5K
CDRO icon
3402
Codere Online
CDRO
$410M
$65K ﹤0.01%
22,200
+8,500
+62% +$26.3K
SOTK icon
3403
Sono-Tek
SOTK
$82M
$65K ﹤0.01%
+12,100
New +$62.1K
CBD
3404
DELISTED
Companhia Brasileira de Distribuicao
CBD
$65K ﹤0.01%
81,600
-56,300
-41% -$39.8K
BCTX
3405
Briacell Therapeutics
BCTX
$29.7M
$64K ﹤0.01%
73
+5
+7% +$3.59K
GB
3406
DELISTED
Global Blue Group Holding
GB
$64K ﹤0.01%
+13,600
New +$68.2K
HYMC icon
3407
Hycroft Mining Holding Corp
HYMC
$2.48B
$64K ﹤0.01%
26,179
+2,699
+11% +$6.5K
QNTM
3408
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$22.4M
$64K ﹤0.01%
1,065
+10
+0.9% +$704
ADN
3409
DELISTED
Advent Technologies
ADN
$63K ﹤0.01%
9,413
-657
-7% -$7.57K
IMNN icon
3410
Imunon
IMNN
$6.64M
$63K ﹤0.01%
7,062
+552
+8% +$6.73K
YGF
3411
DELISTED
YanGuFang International Group Co., Ltd. Ordinary Shares
YGF
$63K ﹤0.01%
+21,997
New +$67.1K
HKIT icon
3412
Hitek Global
HKIT
$27.5M
$62K ﹤0.01%
+16
New +$81.9K
PTN
3413
Palatin Technologies
PTN
$16.8M
$62K ﹤0.01%
309
+76
+33% +$8.4K
SQFT icon
3414
Presidio Property Trust
SQFT
$2.02M
$62K ﹤0.01%
6,025
+580
+11% +$4.74K
BTCT icon
3415
BTC Digital
BTCT
$7.99M
$61K ﹤0.01%
+12,613
New +$45.5K
AMZE
3416
Amaze Holdings
AMZE
$1.51M
$61K ﹤0.01%
+365
New +$37.8K
OMGA
3417
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
$61K ﹤0.01%
+20,400
New +$41.3K
DLPN icon
3418
Dolphin Entertainment
DLPN
$14.8M
$60K ﹤0.01%
17,650
-250
-1% -$837
CYPH
3419
Cypherpunk Technologies Inc
CYPH
$70.9M
$60K ﹤0.01%
+14,450
New +$31.3K
SONM icon
3420
DNA X Inc
SONM
$5.16M
$60K ﹤0.01%
+456
New +$60.5K
STKH
3421
Steakholder Foods
STKH
$1.7M
$60K ﹤0.01%
+87
New +$67.6K
BMTX
3422
DELISTED
BM Technologies, Inc.
BMTX
$60K ﹤0.01%
29,200
+5,000
+21% +$12.9K
RGF
3423
DELISTED
The Real Good Food Company, Inc. Class A Common Stock
RGF
$60K ﹤0.01%
+3,283
New +$81.3K
BYU
3424
DELISTED
BAIYU Holdings, Inc. Common Stock
BYU
$60K ﹤0.01%
+36,882
New +$109K
BCDA icon
3425
BioCardia
BCDA
$13.8M
$59K ﹤0.01%
5,887
+5,187
+741% +$42.1K
135 136
137
138 139

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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.