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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
YJ
3651
Yunji
YJ
$9.56M
$9K ﹤0.01%
3,125
-140
-4% -$439
AIFC
3652
AI Financial Corp
AIFC
$58.9M
$9K ﹤0.01%
15,700
-15,300
-49% -$6.58K
AIH
3653
DELISTED
Aesthetic Medical International Holdings
AIH
$9K ﹤0.01%
13,100
+100
+0.8% +$64
MGRX icon
3654
Mangoceuticals
MGRX
$9.15M
$8K ﹤0.01%
+2,031
New +$18K
TWAV
3655
TaoWeave Inc
TWAV
$5.16M
$8K ﹤0.01%
1,033
-341
-25% -$2.77K
TIRX
3656
DELISTED
Tian Ruixiang Holdings
TIRX
$8K ﹤0.01%
492
-60
-11% -$1.21K
MGOL
3657
DELISTED
MGO Global Inc. Common Stock
MGOL
$8K ﹤0.01%
+1,930
New +$10.3K
ARQQ icon
3658
Arqit Quantum
ARQQ
$413M
$7K ﹤0.01%
+624
New +$7.87K
MWG icon
3659
Multi Ways Holdings
MWG
$6.63M
$7K ﹤0.01%
3,010
+673
+29% +$2.01K
NCEL
3660
NewcelX Ltd
NCEL
$19.4M
$7K ﹤0.01%
32
-21
-40% -$4.81K
QMCO icon
3661
Quantum Corp
QMCO
$973M
$7K ﹤0.01%
1,020
+136
+15% +$1.15K
SMX icon
3662
SMX (Security Matters) Plc
SMX
$17.7M
– –
0
– –
PIK
3663
DELISTED
Kidpik Corp. Common Stock
PIK
$7K ﹤0.01%
+4,020
New +$9.9K
AKAN icon
3664
Akanda
AKAN
$2.71M
$6K ﹤0.01%
+2
New +$5.21K
ONFO icon
3665
Onfolio Holdings
ONFO
$325K
$6K ﹤0.01%
+219
New +$6.88K
SATX
3666
DELISTED
SatixFy Communications
SATX
$6K ﹤0.01%
+17,800
New +$7.57K
WHLR
3667
Wheeler Real Estate Investment Trust
WHLR
$383K
– –
0
– –
IPW icon
3668
iPower
IPW
$712K
$5K ﹤0.01%
6
+1
+20% +$1.17K
ISPC icon
3669
iSpecimen
ISPC
$3.31M
$5K ﹤0.01%
+13
New +$5.66K
NCPL icon
3670
Netcapital
NCPL
$2.58M
$5K ﹤0.01%
+311
New +$7.78K
ORBS
3671
Eightco Holdings
ORBS
$292M
$5K ﹤0.01%
+2,100
New +$5.76K
OTRK
3672
DELISTED
Ontrak
OTRK
$5K ﹤0.01%
+913
New +$9.34K
ZAPP
3673
DELISTED
Zapp Electric Vehicles
ZAPP
$5K ﹤0.01%
+955
New +$6.09K
ZCMD icon
3674
Zhongchao
ZCMD
$6.34M
$5K ﹤0.01%
2
– –
MRDB
3675
DELISTED
MariaDB plc
MRDB
$5K ﹤0.01%
18,600
-54,952
-75% -$24.5K
145 146
147
148 149

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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.