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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
ADIL
3476
Adial Pharmaceuticals
ADIL
$9.43M
$43K ﹤0.01%
+928
New +$50.9K
PERF icon
3477
Perfect Corp
PERF
$189M
$43K ﹤0.01%
+14,000
New +$39.2K
SABS icon
3478
SAB Biotherapeutics
SABS
$346M
$43K ﹤0.01%
6,310
+500
+9% +$4.19K
ABVC icon
3479
ABVC BioPharma
ABVC
$25M
$42K ﹤0.01%
+36,100
New +$42.6K
LIQT icon
3480
LiqTech
LIQT
$20M
$42K ﹤0.01%
12,228
-7,242
-37% -$25.9K
NSPR icon
3481
InspireMD
NSPR
$40.3M
$42K ﹤0.01%
15,000
-1,700
-10% -$4.89K
OTLK icon
3482
Outlook Therapeutics
OTLK
$166M
$42K ﹤0.01%
+5,271
New +$44.6K
SOL
3483
DELISTED
Emeren Group
SOL
$42K ﹤0.01%
15,400
-9,240
-38% -$24.4K
NBSE
3484
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$42K ﹤0.01%
+56,967
New +$41.6K
FNCH
3485
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
$42K ﹤0.01%
+11,746
New +$46.3K
DPRO
3486
Draganfly
DPRO
$170M
$41K ﹤0.01%
+3,441
New +$51.5K
RBBN icon
3487
Ribbon Communications
RBBN
$372M
$41K ﹤0.01%
14,000
-17,600
-56% -$39.7K
NXTP
3488
DELISTED
NextPlay Technologies, Inc. Common Stock
NXTP
$41K ﹤0.01%
+17,735
New +$14.9K
SALM
3489
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
$41K ﹤0.01%
106,100
+1,900
+2% +$1.2K
LABP
3490
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$41K ﹤0.01%
11,260
+1,000
+10% +$3.94K
AMTD
3491
AMTD IDEA Group
AMTD
$72.1M
$40K ﹤0.01%
+22,333
New +$52.9K
BRCC icon
3492
BRC Inc
BRCC
$215M
$40K ﹤0.01%
+11,036
New +$38K
IDAI icon
3493
T Stamp
IDAI
$14.8M
$40K ﹤0.01%
+1,947
New +$41.6K
SANW
3494
DELISTED
S&W Seed Co
SANW
$40K ﹤0.01%
2,984
+299
+11% +$3.84K
BGMS
3495
Bio Green Med Solution Inc
BGMS
$5.1M
$39K ﹤0.01%
60
+8
+15% +$11.5K
HYFT
3496
MindWalk Holdings
HYFT
$65.3M
$39K ﹤0.01%
23,000
+8,400
+58% +$12.5K
SGRP
3497
DELISTED
SPAR Group
SGRP
$39K ﹤0.01%
39,000
+1,800
+5% +$1.72K
VBIV
3498
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$39K ﹤0.01%
66,842
+39,500
+144% +$23.8K
EVGN icon
3499
Evogene
EVGN
$10.3M
$38K ﹤0.01%
4,480
-60
-1% -$377
ALP
3500
Alpha Compute
ALP
$3.99M
$38K ﹤0.01%
1,055
+355
+51% +$11.8K
138 139
140
141 142

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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.