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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
CWH icon
3801
Camping World
CWH
$675M
– –
-112,900
Closed -$2.3M
MYSE
3802
Myseum.AI Inc
MYSE
$13.1M
– –
-10,030
Closed -$27K
DB icon
3803
Deutsche Bank
DB
$72.1B
– –
-311,603
Closed -$3.42M
DES icon
3804
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
– –
-9,600
Closed -$271K
DFUV icon
3805
Dimensional US Marketwide Value ETF
DFUV
$16B
– –
-12,100
Closed -$412K
DG icon
3806
Dollar General
DG
$26.9B
– –
-1,457,800
Closed -$154M
DH icon
3807
Definitive Healthcare
DH
$68.4M
– –
-14,800
Closed -$118K
DIOD icon
3808
Diodes
DIOD
$4.48B
– –
-81,651
Closed -$6.44M
DLTR icon
3809
Dollar Tree
DLTR
$24.9B
– –
-100,003
Closed -$10.6M
DOG
3810
ProShares Short Dow30
DOG
$87.2M
– –
-19,600
Closed -$653K
DORM icon
3811
Dorman Products
DORM
$3.95B
– –
-15,800
Closed -$1.2M
DQ
3812
Daqo New Energy
DQ
$1.01B
– –
-91,700
Closed -$2.78M
DRH icon
3813
Diamondrock Hospitality Co
DRH
$2.51B
– –
-768,007
Closed -$6.17M
DRI icon
3814
Darden Restaurants
DRI
$25.4B
– –
-127,600
Closed -$18.3M
DRIP icon
3815
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$101M
– –
-8,140
Closed -$818K
EEM icon
3816
iShares MSCI Emerging Markets ETF
EEM
$30.5B
– –
-228,600
Closed -$8.68M
EGBN icon
3817
Eagle Bancorp
EGBN
$877M
– –
-78,080
Closed -$1.68M
EH
3818
EHang Holdings
EH
$442M
– –
-96,200
Closed -$1.73M
EIDO icon
3819
iShares MSCI Indonesia ETF
EIDO
$484M
– –
-47,300
Closed -$1.05M
EMX
3820
DELISTED
EMX Royalty
EMX
– –
-18,569
Closed -$33K
EPP icon
3821
iShares MSCI Pacific ex Japan ETF
EPP
$2.24B
– –
-19,400
Closed -$772K
ESI icon
3822
Element Solutions
ESI
$9.51B
– –
-25,600
Closed -$502K
ESTC icon
3823
Elastic
ESTC
$8.94B
– –
-62,300
Closed -$5.06M
EW icon
3824
Edwards Lifesciences
EW
$53.4B
– –
-497,000
Closed -$34.4M
EWW icon
3825
iShares MSCI Mexico ETF
EWW
$1.87B
– –
-7,500
Closed -$437K
151 152
153
154 155

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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.