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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
ATKR icon
3726
Atkore
ATKR
$3.17B
– –
-93,500
Closed -$13.9M
AVNS
3727
DELISTED
Avanos Medical
AVNS
– –
-59,868
Closed -$1.21M
AVNT icon
3728
Avient
AVNT
$4.23B
– –
-56,558
Closed -$2M
AWI icon
3729
Armstrong World Industries
AWI
$7.68B
– –
-6,300
Closed -$454K
AXON
3730
Axon Enterprise
AXON
$50B
– –
-6,652
Closed -$1.32M
AXP icon
3731
American Express
AXP
$232B
– –
-422,070
Closed -$63M
BAM icon
3732
Brookfield Asset Management
BAM
$89.2B
– –
-82,300
Closed -$2.75M
BANF icon
3733
BancFirst
BANF
$3.89B
– –
-8,288
Closed -$719K
BANR icon
3734
Banner Corp
BANR
$2.5B
– –
-82,699
Closed -$3.5M
BB icon
3735
BlackBerry
BB
$5.27B
– –
-160,443
Closed -$756K
BBIO icon
3736
BridgeBio Pharma
BBIO
$15.9B
– –
-584,146
Closed -$15.4M
BCI icon
3737
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.07B
– –
-21,022
Closed -$444K
BCLI
3738
DELISTED
BRAINSTORM CELL THERAPUTC
BCLI
– –
-13,573
Closed -$41K
BEP icon
3739
Brookfield Renewable
BEP
$10.6B
– –
-116,052
Closed -$2.53M
BFAM icon
3740
Bright Horizons
BFAM
$3.85B
– –
-27,100
Closed -$2.21M
BFH icon
3741
Bread Financial
BFH
$4.51B
– –
-252,942
Closed -$8.65M
BHP icon
3742
BHP
BHP
$222B
– –
-450,500
Closed -$25.6M
BIO.B icon
3743
Bio-Rad Laboratories Class B
BIO.B
– –
-1,900
Closed -$675K
BIP icon
3744
Brookfield Infrastructure Partners
BIP
$18.4B
– –
-368,600
Closed -$10.8M
BIPC icon
3745
Brookfield Infrastructure
BIPC
$5.01B
– –
-42,300
Closed -$1.5M
BIV icon
3746
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
– –
-4,600
Closed -$333K
BJRI icon
3747
BJ's Restaurants
BJRI
$1.42B
– –
-128,649
Closed -$3.02M
BKH icon
3748
Black Hills Corp
BKH
$5.64B
– –
-5,300
Closed -$268K
BKU icon
3749
Bankunited
BKU
$3.41B
– –
-125,300
Closed -$2.84M
BKYI
3750
BIO-key International
BKYI
$4.1M
– –
-61
Closed -$6K
148 149
150
151 152

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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.