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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
GLPI icon
3826
Gaming and Leisure Properties
GLPI
$12.7B
– –
-492,930
Closed -$23.9M
GLTR icon
3827
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.67B
– –
-4,100
Closed -$356K
GNLN icon
3828
Greenlane Holdings
GNLN
$1.22M
– –
0
– -$17K
GOOG icon
3829
Alphabet (Google) Class C
GOOG
$4.21T
– –
-846,800
Closed -$102M
GPCR icon
3830
Structure Therapeutics
GPCR
$3.89B
– –
-32,900
Closed -$1.37M
GPK icon
3831
Graphic Packaging
GPK
$3.51B
– –
-848,218
Closed -$20.4M
GSIE icon
3832
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
– –
-17,800
Closed -$558K
GT icon
3833
Goodyear
GT
$1.78B
– –
-141,254
Closed -$1.93M
GUNR icon
3834
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7B
– –
-13,400
Closed -$537K
GUSH icon
3835
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$248M
– –
-21,600
Closed -$656K
GWH icon
3836
ESS Tech
GWH
$19.6M
– –
-7,160
Closed -$158K
HAS icon
3837
Hasbro
HAS
$13.6B
– –
-88,300
Closed -$5.72M
HEPA
3838
DELISTED
Hepion Pharmaceuticals
HEPA
– –
-267
Closed -$140K
HL icon
3839
Hecla Mining
HL
$11.9B
– –
-27,200
Closed -$140K
HLI icon
3840
Houlihan Lokey
HLI
$9.24B
– –
-57,900
Closed -$5.69M
HLNE icon
3841
Hamilton Lane
HLNE
$5.91B
– –
-25,031
Closed -$2M
HOG icon
3842
Harley-Davidson
HOG
$2.9B
– –
-6,900
Closed -$243K
HOLO icon
3843
MicroCloud Hologram
HOLO
$40.1M
– –
-4
Closed -$104K
HON icon
3844
Honeywell
HON
$74.2B
– –
-383,445
Closed -$75M
HPK icon
3845
HighPeak Energy
HPK
$947M
– –
-137,500
Closed -$1.5M
HQY icon
3846
HealthEquity
HQY
$8.83B
– –
-37,300
Closed -$2.35M
HSAI
3847
Hesai Group
HSAI
$3.03B
– –
-129,371
Closed -$1.36M
HSCS icon
3848
Heart Test Laboratories
HSCS
$8.03M
– –
-354
Closed -$32K
HSDT icon
3849
Solana Company
HSDT
$105M
– –
-6
Closed -$44K
HWBK icon
3850
Hawthorn Bancshares
HWBK
$277M
– –
-13,543
Closed -$243K
152 153
154
155 156

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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.