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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
SNTG icon
3476
Sentage Holdings
SNTG
$5.69M
$29K ﹤0.01%
17,315
-9,885
-36% -$20.5K
TOVX icon
3477
Theriva Biologics
TOVX
$10.6M
$29K ﹤0.01%
2,168
+620
+40% +$9.43K
RNTX
3478
Rein Therapeutics
RNTX
$67.4M
$29K ﹤0.01%
18,964
+3,100
+20% +$5.26K
ELYS
3479
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$29K ﹤0.01%
59,800
-52,208
-47% -$25.1K
ACXP icon
3480
Acurx Pharmaceuticals
ACXP
$6.36M
$28K ﹤0.01%
+940
New +$36K
AMBO
3481
Ambow Education Holding
AMBO
$6.06M
$28K ﹤0.01%
15,744
-320
-2% -$643
MTNB icon
3482
Matinas BioPharma
MTNB
$1.49M
$28K ﹤0.01%
4,287
+1,365
+47% +$16.8K
NEWP
3483
New Pacific Metals
NEWP
$1.24B
$28K ﹤0.01%
15,700
-1,699
-10% -$3.98K
PRSO icon
3484
Peraso
PRSO
$10.3M
$28K ﹤0.01%
3,783
-2,480
-40% -$33.4K
TOMZ icon
3485
TOMI Environmental Solutions
TOMZ
$14.4M
$28K ﹤0.01%
10,330
-1,251
-11% -$3.46K
YCBD icon
3486
cbdMD
YCBD
$5.93M
$28K ﹤0.01%
3,364
+713
+27% +$7.3K
ENFY
3487
DELISTED
Enlightify Inc
ENFY
$28K ﹤0.01%
12,251
-800
-6% -$1.96K
PXMD
3488
DELISTED
PaxMedica, Inc. Common Stock
PXMD
$28K ﹤0.01%
+5,712
New +$55.3K
RHE
3489
DELISTED
Regional Health Properties, Inc.
RHE
$28K ﹤0.01%
12,937
-8,263
-39% -$23.9K
MYSE
3490
Myseum.AI Inc
MYSE
$13.1M
$27K ﹤0.01%
10,030
-860
-8% -$4.06K
EVGN icon
3491
Evogene
EVGN
$10.3M
$27K ﹤0.01%
4,540
– –
HYFT
3492
MindWalk Holdings
HYFT
$65.3M
$27K ﹤0.01%
+14,600
New +$33.6K
NVVE
3493
DELISTED
Nuvve Holding Corp
NVVE
– –
0
– –
TPST icon
3494
Tempest Therapeutics
TPST
$18.7M
$27K ﹤0.01%
6,808
-1,146
-14% -$11K
WWR icon
3495
Westwater Resources
WWR
$75.2M
$27K ﹤0.01%
40,500
+2,100
+5% +$1.61K
ORGS
3496
DELISTED
Orgenesis Inc. Common Stock
ORGS
$27K ﹤0.01%
4,360
-230
-5% -$2.06K
FAMI icon
3497
Farmmi Inc
FAMI
$4.96M
$26K ﹤0.01%
1,373
+7
+0.5% +$248
FRSX
3498
Foresight Autonomous Holdings
FRSX
$3.93M
$26K ﹤0.01%
603
-20
-3% -$1.08K
MLSS icon
3499
Milestone Scientific
MLSS
$48.9M
$26K ﹤0.01%
27,897
+6,700
+32% +$7.05K
SDEV
3500
Stablecoin Development Corp
SDEV
$50.6M
$26K ﹤0.01%
336
+79
+31% +$8.75K
138 139
140
141 142

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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.