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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
STBX
3676
DELISTED
Starbox Group Holdings Ltd. Class A Ordinary Shares
STBX
$4K ﹤0.01%
8
-95
-92% -$108K
YTEN
3677
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$3K ﹤0.01%
+596
New +$3.96K
KIQ
3678
DELISTED
Kelso Technologies Inc.
KIQ
$3K ﹤0.01%
19,499
+2,900
+17% +$499
INTZ
3679
DELISTED
INTRUSION INC NEW
INTZ
$3K ﹤0.01%
+10,400
New +$3K
KAVL
3680
DELISTED
Kaival Brands Innovations Group
KAVL
$2K ﹤0.01%
+510
New +$2.95K
BETS
3681
DELISTED
Bit Brother Limited Class A Ordinary Shares
BETS
$2K ﹤0.01%
+174
New +$29K
DVLT
3682
Datavault AI
DVLT
$277M
$1K ﹤0.01%
+78
New +$2.28K
A icon
3683
Agilent Technologies
A
$42.2B
– –
-234,100
Closed -$26.2M
AAON icon
3684
Aaon
AAON
$7.23B
– –
-80,302
Closed -$4.57M
ABG icon
3685
Asbury Automotive
ABG
$3.78B
– –
-21,400
Closed -$4.92M
ABOS icon
3686
Acumen Pharmaceuticals
ABOS
$184M
– –
-87,400
Closed -$363K
ABT icon
3687
Abbott
ABT
$193B
– –
-87,466
Closed -$8.47M
ABTS icon
3688
Abits Group
ABTS
$3.94M
– –
-767
Closed -$11K
ACLS icon
3689
Axcelis
ACLS
$4.42B
– –
-44,199
Closed -$7.21M
ACON icon
3690
Aclarion
ACON
$5.91M
– –
0
– -$9K
ACVA icon
3691
ACV Auctions
ACVA
$1.35B
– –
-229,570
Closed -$3.48M
ACWI icon
3692
iShares MSCI ACWI ETF
ACWI
$33.6B
– –
-5,700
Closed -$527K
ACXP icon
3693
Acurx Pharmaceuticals
ACXP
$6.36M
– –
-940
Closed -$28K
ADPT icon
3694
Adaptive Biotechnologies
ADPT
$3.89B
– –
-51,200
Closed -$279K
AEIS icon
3695
Advanced Energy
AEIS
$13.2B
– –
-25,322
Closed -$2.61M
AEMD icon
3696
Aethlon Medical
AEMD
$1.54M
– –
-4
Closed -$4K
AESI icon
3697
Atlas Energy Solutions
AESI
$1.47B
– –
-98,400
Closed -$2.19M
AFMD
3698
DELISTED
Affimed
AFMD
– –
-16,246
Closed -$78K
AG icon
3699
First Majestic Silver
AG
$9.26B
– –
-516,838
Closed -$2.65M
AGO icon
3700
Assured Guaranty
AGO
$3.35B
– –
-35,900
Closed -$2.17M
146 147
148
149 150

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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.