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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
REFR icon
3501
Research Frontiers
REFR
$15.2M
$26K ﹤0.01%
23,900
-5,100
-18% -$7.72K
TGL icon
3502
Treasure Global
TGL
$5.83M
$26K ﹤0.01%
+1
New +$38.1K
VXRT
3503
DELISTED
Vaxart
VXRT
$26K ﹤0.01%
34,700
-757,305
-96% -$576K
SFE
3504
DELISTED
Safeguard Scientifics, Inc.
SFE
$26K ﹤0.01%
25,817
+13,817
+115% +$18K
MDNA
3505
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$25K ﹤0.01%
85,113
-5,287
-6% -$2.06K
RPID icon
3506
Rapid Micro Biosystems
RPID
$85.3M
$24K ﹤0.01%
22,387
-5,379
-19% -$5.35K
TCON
3507
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$24K ﹤0.01%
6,727
-447
-6% -$2.4K
BLPH
3508
DELISTED
Bellerophon Therapeutics, Inc.
BLPH
$24K ﹤0.01%
59,499
-17,800
-23% -$8.77K
CLIR icon
3509
ClearSign Technologies
CLIR
$28.9M
$23K ﹤0.01%
2,120
-805
-28% -$9.31K
HTOO icon
3510
Fusion Fuel Green
HTOO
$17M
$23K ﹤0.01%
711
-106
-13% -$6.68K
TWAV
3511
TaoWeave Inc
TWAV
$5.16M
$23K ﹤0.01%
+1,374
New +$50.9K
SCKT icon
3512
Socket Mobile
SCKT
$11.2M
$23K ﹤0.01%
20,200
+2,700
+15% +$3.67K
ATHX
3513
DELISTED
Athersys, Inc. Common Stock
ATHX
$23K ﹤0.01%
54,204
-21,932
-29% -$12K
CREG
3514
DELISTED
Smart Powerr
CREG
$22K ﹤0.01%
177
+21
+13% +$2.68K
IKT icon
3515
Inhibikase Therapeutics
IKT
$378M
$22K ﹤0.01%
16,122
+3,400
+27% +$7.62K
NURO
3516
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$22K ﹤0.01%
3,758
+743
+25% +$4.82K
DYAI icon
3517
Dyadic International
DYAI
$28.1M
$21K ﹤0.01%
+11,000
New +$20.5K
SISI
3518
DELISTED
Shineco
SISI
$21K ﹤0.01%
14
-1
-7% -$2.39K
TKLF
3519
Yoshitsu Co
TKLF
$8.42M
$21K ﹤0.01%
2,080
-2,380
-53% -$25.8K
WKEY
3520
WISeKey
WKEY
$81M
$21K ﹤0.01%
11,756
-6,544
-36% -$21.6K
CORR
3521
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$21K ﹤0.01%
26,500
+100
+0.4% +$99
RIBT
3522
DELISTED
RiceBran Technologies
RIBT
$21K ﹤0.01%
48,168
+3,000
+7% +$2.19K
CLEU
3523
DELISTED
China Liberal Education Holdings
CLEU
$20K ﹤0.01%
4
-2
-33% -$36.4K
MITQ icon
3524
Moving iMage Technologies
MITQ
$5.56M
$20K ﹤0.01%
22,900
-3,152
-12% -$3.01K
MPU icon
3525
Mega Matrix
MPU
$13.7M
$20K ﹤0.01%
22,268
-17,395
-44% -$20.1K
139 140
141
142 143

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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.