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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
DUO
3751
Fangdd Network Group
DUO
$25M
– –
-138
Closed -$29K
DV icon
3752
DoubleVerify
DV
$2.04B
– –
-158,400
Closed -$6.17M
DXCM icon
3753
DexCom
DXCM
$34.5B
– –
-168,600
Closed -$21.7M
DXD icon
3754
ProShares UltraShort Dow 30
DXD
$42.6M
– –
-6,200
Closed -$250K
EAT icon
3755
Brinker International
EAT
$10.2B
– –
-39,200
Closed -$1.44M
EBAY icon
3756
eBay
EBAY
$46.5B
– –
-1,611,240
Closed -$72M
EFAV icon
3757
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
– –
-4,000
Closed -$270K
EFV icon
3758
iShares MSCI EAFE Value ETF
EFV
$30.1B
– –
-92,800
Closed -$4.54M
ELEV
3759
DELISTED
Elevation Oncology
ELEV
– –
-16,800
Closed -$26K
ELP
3760
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-331,125
Closed -$2.28M
ELVN icon
3761
Enliven Therapeutics
ELVN
$4.25B
– –
-36,150
Closed -$738K
EM
3762
DELISTED
Smart Share Global Ltd
EM
– –
-22,000
Closed -$21K
EMBC icon
3763
Embecta
EMBC
$290M
– –
-78,200
Closed -$1.69M
EMLC icon
3764
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
– –
-44,200
Closed -$1.13M
EMN icon
3765
Eastman Chemical
EMN
$8.43B
– –
-138,740
Closed -$11.6M
EMR icon
3766
Emerson Electric
EMR
$91.6B
– –
-117,600
Closed -$10.6M
EMXC icon
3767
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
– –
-35,000
Closed -$1.82M
ENTG icon
3768
Entegris
ENTG
$25B
– –
-1,910
Closed -$212K
ENVB icon
3769
Enveric Biosciences
ENVB
$6.08M
– –
-95
Closed -$58K
ENVX icon
3770
Enovix
ENVX
$966M
– –
-376,742
Closed -$5.95M
EOG icon
3771
EOG Resources
EOG
$74.2B
– –
-531,200
Closed -$60.8M
EPC icon
3772
Edgewell Personal Care
EPC
$1.31B
– –
-10,500
Closed -$434K
EQNR icon
3773
Equinor
EQNR
$96.3B
– –
-200,523
Closed -$5.86M
ES icon
3774
Eversource Energy
ES
$27.2B
– –
-225,680
Closed -$16M
ESGD icon
3775
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
– –
-3,500
Closed -$255K
149 150
151
152 153

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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.