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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
RZLT icon
3451
Rezolute
RZLT
$453M
$51K ﹤0.01%
51,406
+25,706
+100% +$23.6K
SIFY
3452
Sify Technologies
SIFY
$1.14B
$51K ﹤0.01%
4,583
-1,817
-28% -$17.8K
SOUN icon
3453
SoundHound AI
SOUN
$3.32B
$51K ﹤0.01%
+24,284
New +$48.1K
UCL
3454
uCloudlink Group
UCL
$28.6M
$51K ﹤0.01%
29,205
-23,200
-44% -$47.4K
ISUN
3455
DELISTED
iSun, Inc. Common Stock
ISUN
$51K ﹤0.01%
164,210
+91,700
+126% +$19.1K
CIG.C icon
3456
CEMIG Ordinary Shares
CIG.C
$8.38B
$50K ﹤0.01%
+20,670
New +$53.5K
CLEU
3457
DELISTED
China Liberal Education Holdings
CLEU
$50K ﹤0.01%
15
+11
+275% +$38.1K
INBS icon
3458
Intelligent Bio Solutions
INBS
$9.05M
$50K ﹤0.01%
+1,230
New +$48.3K
RJET
3459
Republic Airways Holdings
RJET
$962M
$50K ﹤0.01%
3,294
-11,220
-77% -$133K
MOVE icon
3460
Corvex Inc
MOVE
$300M
$50K ﹤0.01%
+585
New +$55.1K
DSS icon
3461
DSS Inc
DSS
$5.15M
$48K ﹤0.01%
19,833
+910
+5% +$2.77K
SOGP
3462
Sound Group
SOGP
$46.1M
$48K ﹤0.01%
17,358
– –
USAU icon
3463
US Gold Corp
USAU
$252M
$48K ﹤0.01%
11,300
-2,500
-18% -$8.58K
SCPX
3464
DELISTED
Scorpius Holdings, Inc.
SCPX
$48K ﹤0.01%
27
+5
+23% +$8.01K
AREC icon
3465
American Resources Corp
AREC
$302M
$47K ﹤0.01%
+31,300
New +$47.9K
FEED
3466
ENvue Medical Inc
FEED
$3.54M
$47K ﹤0.01%
+375
New +$46K
PAVS icon
3467
Paranovus Entertainment Technology
PAVS
$5.71M
– –
0
– –
AGPU
3468
Axe Compute Inc
AGPU
$96M
$47K ﹤0.01%
945
-180
-16% -$8.72K
BCEL
3469
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
$47K ﹤0.01%
356,024
+14,100
+4% +$3.31K
YQ
3470
17 Education & Technology Group
YQ
$24.1M
$46K ﹤0.01%
22,191
+1,020
+5% +$3.01K
GRTX
3471
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$46K ﹤0.01%
+313,500
New +$48.7K
ACHV icon
3472
Achieve Life Sciences
ACHV
$687M
$45K ﹤0.01%
10,900
-11,200
-51% -$48.8K
ZVIA icon
3473
Zevia
ZVIA
$104M
$45K ﹤0.01%
22,200
-3,000
-12% -$6.02K
BMR icon
3474
Beamr Imaging
BMR
$20.3M
$44K ﹤0.01%
+30,248
New +$40.1K
KOSS icon
3475
Koss Corp
KOSS
$34.6M
$44K ﹤0.01%
13,100
+2,500
+24% +$7.61K
137 138
139
140 141

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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.