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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
EXLS icon
3826
EXL Service
EXLS
$5.36B
– –
-318,200
Closed -$8.92M
EXPO icon
3827
Exponent
EXPO
$3.24B
– –
-13,100
Closed -$1.12M
FAST icon
3828
Fastenal
FAST
$58.9B
– –
-975,776
Closed -$26.7M
FATE icon
3829
Fate Therapeutics
FATE
$294M
– –
-109,219
Closed -$232K
FBK icon
3830
FB Financial Corp
FBK
$3.1B
– –
-59,462
Closed -$1.69M
FBNC icon
3831
First Bancorp
FBNC
$2.74B
– –
-15,331
Closed -$431K
FCPT icon
3832
Four Corners Property Trust
FCPT
$2.76B
– –
-19,300
Closed -$428K
FCX icon
3833
Freeport-McMoran
FCX
$93.6B
– –
-581,671
Closed -$21.7M
FEAM icon
3834
5E Advanced Materials
FEAM
$67.3M
– –
-2,300
Closed -$120K
FEMY icon
3835
Femasys
FEMY
$6.91M
– –
-3,456
Closed -$206K
FFIN icon
3836
First Financial Bankshares
FFIN
$5.04B
– –
-39,308
Closed -$987K
FIBK icon
3837
First Interstate BancSystem
FIBK
$3.7B
– –
-8,498
Closed -$212K
FIVE icon
3838
Five Below
FIVE
$13.4B
– –
-4,300
Closed -$692K
FMC icon
3839
FMC
FMC
$1.27B
– –
-438,100
Closed -$29.3M
FMS icon
3840
Fresenius Medical Care
FMS
$12.6B
– –
-14,200
Closed -$306K
FND icon
3841
Floor & Decor
FND
$6.27B
– –
-126,800
Closed -$11.5M
FR icon
3842
First Industrial Realty Trust
FR
$8.4B
– –
-67,300
Closed -$3.2M
FRME icon
3843
First Merchants
FRME
$2.72B
– –
-34,520
Closed -$960K
FSLY icon
3844
Fastly Inc
FSLY
$4.78B
– –
-531,100
Closed -$10.2M
FSS icon
3845
Federal Signal
FSS
$7.51B
– –
-17,900
Closed -$1.07M
FULC icon
3846
Fulcrum Therapeutics
FULC
$283M
– –
-52,734
Closed -$234K
FULT icon
3847
Fulton Financial
FULT
$4.69B
– –
-57,945
Closed -$702K
FV icon
3848
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
– –
-20,700
Closed -$917K
FXD icon
3849
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
– –
-4,600
Closed -$235K
FXI icon
3850
iShares China Large-Cap ETF
FXI
$4.16B
– –
-304,200
Closed -$8.07M
152 153
154
155 156

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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.