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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
CVKD icon
3426
Cadrenal Therapeutics
CVKD
$6.56M
$59K ﹤0.01%
+5,273
New +$41.8K
SLND icon
3427
Southland Holdings
SLND
$29.1M
$59K ﹤0.01%
+11,400
New +$65.5K
CNSY
3428
Cerenome, Inc. Common Stock
CNSY
$25.5M
$58K ﹤0.01%
+1,320
New +$52.9K
RPID icon
3429
Rapid Micro Biosystems
RPID
$84.8M
$58K ﹤0.01%
77,887
+55,500
+248% +$56.8K
SDOT icon
3430
Sadot Group
SDOT
$11.5M
$58K ﹤0.01%
+73
New +$85.3K
BSIN
3431
Big Sky Industrial
BSIN
$73M
$58K ﹤0.01%
58,100
+32,400
+126% +$39.5K
VMAR icon
3432
Vision Marine Technologies
VMAR
$4.34M
– –
0
– –
LEJU
3433
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
$58K ﹤0.01%
36,099
-10,500
-23% -$14.4K
TBLT
3434
DELISTED
ToughBuilt Industries, Inc. Common Stock
TBLT
$57K ﹤0.01%
+5,531
New +$63.3K
TTNP
3435
DELISTED
Titan Pharmaceuticals
TTNP
$56K ﹤0.01%
6,766
-20
-0.3% -$149
WIT icon
3436
Wipro
WIT
$19.3B
$56K ﹤0.01%
+20,200
New +$49K
BBDO icon
3437
Banco Bradesco
BBDO
$34B
$55K ﹤0.01%
+17,184
New +$47.5K
ZURA icon
3438
Zura Bio
ZURA
$554M
$55K ﹤0.01%
+11,800
New +$59K
MBIO icon
3439
Mustang Bio
MBIO
$4.59M
$54K ﹤0.01%
794
-90
-10% -$7.14K
NXGL icon
3440
NexGel
NXGL
$4.51M
$54K ﹤0.01%
25,431
+400
+2% +$772
SHPW
3441
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$54K ﹤0.01%
21,443
+1,800
+9% +$4.27K
CBAT icon
3442
CBAK Energy Technology Ltd
CBAT
$65.5M
$53K ﹤0.01%
+50,300
New +$44.1K
CCM
3443
Concord Medical Services
CCM
$20.8M
$53K ﹤0.01%
4,790
-1,220
-20% -$13.6K
SLS icon
3444
SELLAS Life Sciences
SLS
$2.5B
$53K ﹤0.01%
+50,400
New +$54.5K
TANH icon
3445
Tantech Holdings
TANH
$5.27M
$53K ﹤0.01%
1,103
-113
-9% -$8.82K
EFXT
3446
Enerflex
EFXT
$2.62B
$52K ﹤0.01%
11,200
-55,900
-83% -$243K
INDP icon
3447
Indaptus Therapeutics
INDP
$136M
$52K ﹤0.01%
1,050
+179
+21% +$11.3K
LPCN icon
3448
Lipocine
LPCN
$17M
$52K ﹤0.01%
18,797
+3,200
+21% +$8.46K
BEST
3449
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$52K ﹤0.01%
20,400
– –
GIPR icon
3450
Generation Income Properties
GIPR
$762K
$51K ﹤0.01%
+1,287
New +$50.9K
136 137
138
139 140

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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.