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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
KTTA icon
3626
Pasithea Therapeutics
KTTA
$16M
$12K ﹤0.01%
1,625
+82
+5% +$608
OLB icon
3627
OLB
OLB
$4.58M
$12K ﹤0.01%
+1,090
New +$7.87K
TC
3628
TuanChe
TC
$55.2M
$12K ﹤0.01%
191
– –
UPXI icon
3629
Upexi
UPXI
$54.8M
$12K ﹤0.01%
+535
New +$12.4K
XXII
3630
22nd Century Group
XXII
$1.42M
– –
0
– –
JEWL
3631
DELISTED
Adamas One Corp
JEWL
$12K ﹤0.01%
+20,100
New +$11.6K
SOLO
3632
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$12K ﹤0.01%
+36,504
New +$15.4K
DUO
3633
Fangdd Network Group
DUO
$25M
$11K ﹤0.01%
+1,066
New +$13.3K
ONCO icon
3634
Onconetix
ONCO
$3.26M
– –
0
– –
NWTG
3635
Newton Golf Co
NWTG
$6.06M
$11K ﹤0.01%
+52
New +$12.5K
TBIO
3636
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
$11K ﹤0.01%
+1,530
New +$17K
AKLI
3637
DELISTED
Akili Inc
AKLI
$11K ﹤0.01%
+22,300
New +$10.3K
WTER
3638
DELISTED
The Alkaline Water Company Inc. Common Stock
WTER
$11K ﹤0.01%
+42,623
New +$11.7K
EVAX
3639
Evaxion A/S
EVAX
$26.8M
$10K ﹤0.01%
+280
New +$11.2K
GOVX icon
3640
GeoVax Labs
GOVX
$3.74M
$10K ﹤0.01%
+77
New +$13.5K
GRFX
3641
DELISTED
Graphex Group
GRFX
$10K ﹤0.01%
+2,280
New +$12.4K
KPRX icon
3642
Kiora Pharmaceuticals
KPRX
$11.5M
$10K ﹤0.01%
+2,078
New +$10.8K
VTAK icon
3643
Catheter Precision
VTAK
$1.05M
$10K ﹤0.01%
129
+8
+7% +$653
RDGT
3644
Ridgetech Inc
RDGT
$3.19M
$10K ﹤0.01%
+15
New +$9.69K
VRPX
3645
DELISTED
Virpax Pharmaceuticals, Inc. Common Stock
VRPX
$10K ﹤0.01%
122
-162
-57% -$24.3K
ALZN icon
3646
Alzamend Neuro
ALZN
$7M
$9K ﹤0.01%
113
+97
+606% +$15.9K
FRMM
3647
Forum Markets
FRMM
$82.4M
$9K ﹤0.01%
228
-278
-55% -$19.5K
EDBL
3648
Edible Garden
EDBL
$1.07M
– –
0
– –
ITP icon
3649
IT Tech Packaging
ITP
$2.88M
$9K ﹤0.01%
30,018
+200
+0.7% +$65
KRKR
3650
36Kr Holdings
KRKR
$6.18M
$9K ﹤0.01%
775
– –
144 145
146
147 148

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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.