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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
BLD
3751
DELISTED
TopBuild
BLD
– –
-41,600
Closed -$10.5M
BLKB icon
3752
Blackbaud
BLKB
$2.1B
– –
-36,197
Closed -$2.54M
BLV icon
3753
Vanguard Long-Term Bond ETF
BLV
$5.73B
– –
-6,700
Closed -$449K
BNL icon
3754
Broadstone Net Lease
BNL
$4.35B
– –
-53,900
Closed -$771K
BOH icon
3755
Bank of Hawaii
BOH
$3.15B
– –
-170,900
Closed -$8.49M
BOKF icon
3756
BOK Financial
BOKF
$8.85B
– –
-3,277
Closed -$262K
BRKR icon
3757
Bruker
BRKR
$8.83B
– –
-65,610
Closed -$4.09M
BRZU icon
3758
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$89.2M
– –
-3,300
Closed -$256K
BSV icon
3759
Vanguard Short-Term Bond ETF
BSV
$45.7B
– –
-34,500
Closed -$2.59M
BTDR icon
3760
Bitdeer Technologies
BTDR
$2.38B
– –
-13,300
Closed -$128K
BTI icon
3761
British American Tobacco
BTI
$124B
– –
-45,857
Closed -$1.44M
BURL icon
3762
Burlington
BURL
$22.4B
– –
-273,200
Closed -$37M
BXP icon
3763
Boston Properties
BXP
$11B
– –
-66,800
Closed -$3.97M
BBBY
3764
Bed Bath & Beyond
BBBY
$423M
– –
-841,060
Closed -$12.1M
CBRL icon
3765
Cracker Barrel
CBRL
$1.31B
– –
-33,232
Closed -$2.23M
CBU icon
3766
Community Bank
CBU
$3.46B
– –
-24,408
Closed -$1.03M
CBZ icon
3767
CBIZ
CBZ
$2.96B
– –
-14,126
Closed -$733K
CC icon
3768
Chemours
CC
$2.3B
– –
-185,900
Closed -$5.21M
CCEP icon
3769
Coca-Cola Europacific Partners
CCEP
$47.5B
– –
-25,139
Closed -$1.57M
CCI icon
3770
Crown Castle
CCI
$32.2B
– –
-546,603
Closed -$50.3M
CDE icon
3771
Coeur Mining
CDE
$19B
– –
-294,095
Closed -$653K
CDIO icon
3772
Cardio Diagnostics
CDIO
$5.95M
– –
-593
Closed -$6K
CDXS icon
3773
Codexis
CDXS
$175M
– –
-260,286
Closed -$492K
CEVA icon
3774
CEVA Inc
CEVA
$855M
– –
-24,200
Closed -$469K
CG icon
3775
Carlyle Group
CG
$18.3B
– –
-192,000
Closed -$5.79M
149 150
151
152 153

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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.