We are live on ! Find out more
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
CGCP icon
3776
Capital Group Core Plus Income ETF
CGCP
$8.53B
– –
-33,200
Closed -$714K
CGXU icon
3777
Capital Group International Focus Equity ETF
CGXU
$6.63B
– –
-30,200
Closed -$657K
CHDN icon
3778
Churchill Downs
CHDN
$6.2B
– –
-76,850
Closed -$8.92M
CLIR icon
3779
ClearSign Technologies
CLIR
$28.9M
– –
-2,120
Closed -$23K
CLNN icon
3780
Clene
CLNN
$53.5M
– –
-8,196
Closed -$81K
CLOU icon
3781
Global X Cloud Computing ETF
CLOU
$281M
– –
-21,500
Closed -$405K
CLRB icon
3782
Cellectar Biosciences
CLRB
$19.8M
– –
-723
Closed -$57K
CLSK icon
3783
CleanSpark
CLSK
$2.96B
– –
-1,938,116
Closed -$7.38M
CMC icon
3784
Commercial Metals
CMC
$7.98B
– –
-227,900
Closed -$11.3M
CMP icon
3785
Compass Minerals
CMP
$1.1B
– –
-45,001
Closed -$1.26M
CNI icon
3786
Canadian National Railway
CNI
$77.2B
– –
-261,300
Closed -$28.3M
CNS icon
3787
Cohen & Steers
CNS
$4.4B
– –
-10,870
Closed -$681K
COMT icon
3788
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.22B
– –
-22,500
Closed -$656K
CORP icon
3789
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-5,100
Closed -$465K
CP icon
3790
Canadian Pacific Kansas City
CP
$82.6B
– –
-64,900
Closed -$4.83M
CPHI icon
3791
China Pharma Holdings
CPHI
$44.2M
– –
-619
Closed -$5K
CRGY icon
3792
Crescent Energy
CRGY
$3.93B
– –
-78,000
Closed -$986K
CRS icon
3793
Carpenter Technology
CRS
$26.6B
– –
-82,300
Closed -$5.53M
CRSP icon
3794
CRISPR Therapeutics
CRSP
$5.22B
– –
-143,067
Closed -$6.49M
CSIQ icon
3795
Canadian Solar
CSIQ
$1.04B
– –
-234,602
Closed -$5.77M
CTAS icon
3796
Cintas
CTAS
$80.3B
– –
-208,672
Closed -$25.1M
CTKB icon
3797
Cytek Biosciences
CTKB
$636M
– –
-296,900
Closed -$1.64M
CTSH icon
3798
Cognizant
CTSH
$26.7B
– –
-245,952
Closed -$16.7M
CTXR icon
3799
Citius Pharmaceuticals
CTXR
$20.1M
– –
-3,571
Closed -$61K
CUBI icon
3800
Customers Bancorp
CUBI
$2.82B
– –
-161,820
Closed -$5.58M
150 151
152
153 154

Similar funds

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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.