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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
BEDU
3501
DELISTED
Bright Scholar Education Holdings
BEDU
$37K ﹤0.01%
29,325
-12,700
-30% -$14.8K
ENFY
3502
DELISTED
Enlightify Inc
ENFY
$37K ﹤0.01%
12,251
– –
PEV
3503
DELISTED
Phoenix Motor Inc. Common Stock
PEV
$37K ﹤0.01%
+35,835
New +$42K
LEV
3504
DELISTED
The Lion Electric Company
LEV
$37K ﹤0.01%
+20,700
New +$36K
CNTX icon
3505
Context Therapeutics
CNTX
$43.2M
$36K ﹤0.01%
32,200
+2,100
+7% +$2.26K
FRGT icon
3506
Freight Technologies
FRGT
$1.24M
$36K ﹤0.01%
+4
New +$33K
PW
3507
Power REIT
PW
$2.92M
$35K ﹤0.01%
5,400
+40
+0.7% +$266
XELB icon
3508
Xcel Brands
XELB
$6.18M
$35K ﹤0.01%
2,723
-847
-24% -$9.09K
ENTX icon
3509
Entera Bio
ENTX
$138M
$34K ﹤0.01%
57,400
+34,000
+145% +$23.2K
FENG
3510
Phoenix New Media
FENG
$18.9M
$34K ﹤0.01%
25,031
-6,100
-20% -$8.08K
MITQ icon
3511
Moving iMage Technologies
MITQ
$5.44M
$34K ﹤0.01%
35,596
+12,696
+55% +$10.7K
HUDI icon
3512
Huadi International Group
HUDI
$13.4M
$33K ﹤0.01%
+10,850
New +$33.8K
INCR
3513
Intercure
INCR
$57.1M
$33K ﹤0.01%
25,700
+6,900
+37% +$8.42K
YCBD icon
3514
cbdMD
YCBD
$5.93M
$33K ﹤0.01%
3,914
+550
+16% +$3.46K
AAU
3515
DELISTED
Almaden Minerals Ltd
AAU
$33K ﹤0.01%
229,746
-161,220
-41% -$22.6K
AIFA
3516
All In FutureTech Alliance Inc
AIFA
$17.7M
$32K ﹤0.01%
5,050
-517
-9% -$3K
AKTX
3517
Akari Therapeutics
AKTX
$12.6M
$32K ﹤0.01%
257
-180
-41% -$23.8K
MRDN
3518
Meridian Holdings Inc
MRDN
$178M
$32K ﹤0.01%
1,108
+233
+27% +$6.95K
MOGU
3519
MOGU Inc
MOGU
$15.3M
$32K ﹤0.01%
16,657
-6,100
-27% -$12.6K
SDEV
3520
Stablecoin Development Corp
SDEV
$50.6M
$32K ﹤0.01%
889
+553
+165% +$31.5K
NUWE icon
3521
Nuwellis
NUWE
$474K
$32K ﹤0.01%
+1
New +$39K
IMDX
3522
Insight Molecular Diagnostics
IMDX
$147M
$32K ﹤0.01%
12,718
+500
+4% +$1.54K
PALI icon
3523
Palisade Bio
PALI
$342M
$32K ﹤0.01%
+3,653
New +$31.9K
AZ icon
3524
A2Z Smart Technologies
AZ
$361M
$31K ﹤0.01%
+9,043
New +$31.5K
BDRX
3525
Biodexa Pharmaceuticals
BDRX
$1.54M
$31K ﹤0.01%
+9
New +$38.2K
139 140
141
142 143

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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.