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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
CVS icon
3726
CVS Health
CVS
$121B
– –
-1,425,853
Closed -$98.6M
CVX icon
3727
Chevron
CVX
$388B
– –
-1,176,277
Closed -$185M
CWK icon
3728
Cushman & Wakefield Ltd
CWK
$3.37B
– –
-61,603
Closed -$504K
CZR icon
3729
Caesars Entertainment
CZR
$6.04B
– –
-433,297
Closed -$22.1M
D icon
3730
Dominion Energy
D
$60.3B
– –
-1,013,236
Closed -$52.5M
DAVA icon
3731
Endava
DAVA
$167M
– –
-196,700
Closed -$10.2M
DAWN
3732
DELISTED
Day One Biopharmaceuticals
DAWN
– –
-139,164
Closed -$1.66M
DBRG icon
3733
DigitalBridge
DBRG
$2.94B
– –
-67,576
Closed -$994K
DCTH icon
3734
Delcath Systems
DCTH
$602M
– –
-21,500
Closed -$125K
DEA
3735
Easterly Government Properties
DEA
$1.18B
– –
-19,407
Closed -$703K
DEM icon
3736
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-6,697
Closed -$256K
DESP
3737
DELISTED
Despegar.com
DESP
– –
-67,436
Closed -$475K
DFAI
3738
Dimensional International Core Equity Market ETF
DFAI
$18B
– –
-15,500
Closed -$423K
DFIC icon
3739
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
– –
-22,700
Closed -$551K
DGRO icon
3740
iShares Core Dividend Growth ETF
DGRO
$43.9B
– –
-70,400
Closed -$3.63M
DGS icon
3741
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
– –
-19,900
Closed -$926K
DHR icon
3742
Danaher
DHR
$143B
– –
-275,160
Closed -$58.5M
DIVO icon
3743
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.85B
– –
-60,561
Closed -$2.18M
DJP icon
3744
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
– –
-22,800
Closed -$697K
DLO icon
3745
dLocal
DLO
$4.34B
– –
-359,200
Closed -$4.38M
DLS icon
3746
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
– –
-4,000
Closed -$238K
DOC icon
3747
Healthpeak Properties
DOC
$14.3B
– –
-1,965,200
Closed -$39.5M
DOCN icon
3748
DigitalOcean
DOCN
$15.6B
– –
-86,800
Closed -$3.48M
DOW icon
3749
Dow Inc
DOW
$21.9B
– –
-874,600
Closed -$46.6M
DRUG
3750
Bright Minds Biosciences
DRUG
$765M
– –
-2,240
Closed -$6K
148 149
150
151 152

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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.