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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
HYD icon
3851
VanEck High Yield Muni ETF
HYD
$4.42B
– –
-76,800
Closed -$3.94M
HYMB icon
3852
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.37B
– –
-167,851
Closed -$4.2M
PPLI
3853
People Inc
PPLI
$3.01B
– –
-184,711
Closed -$9.52M
IART icon
3854
Integra LifeSciences
IART
$1.42B
– –
-66,300
Closed -$2.73M
IAT icon
3855
iShares US Regional Banks ETF
IAT
$689M
– –
-8,700
Closed -$294K
IAU icon
3856
iShares Gold Trust
IAU
$64.5B
– –
-10,100
Closed -$368K
IAUX
3857
i-80 Gold Corp
IAUX
$1.43B
– –
-225,500
Closed -$508K
IBDQ
3858
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-13,300
Closed -$324K
IBIO icon
3859
iBio
IBIO
$69.5M
– –
-2,305
Closed -$28K
ICCM icon
3860
IceCure Medical
ICCM
$10.3M
– –
-630
Closed -$22K
ICE icon
3861
Intercontinental Exchange
ICE
$87.2B
– –
-565,390
Closed -$63.9M
ICF icon
3862
iShares Select U.S. REIT ETF
ICF
$2.11B
– –
-6,600
Closed -$367K
ICLN icon
3863
iShares Global Clean Energy ETF
ICLN
$2.11B
– –
-75,304
Closed -$1.39M
ICVT icon
3864
iShares Convertible Bond ETF
ICVT
$7.64B
– –
-16,900
Closed -$1.29M
ICUI icon
3865
ICU Medical
ICUI
$4.58B
– –
-86,000
Closed -$15.3M
IDEV icon
3866
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
– –
-10,600
Closed -$648K
IDR icon
3867
Idaho Strategic Resources
IDR
$500M
– –
-10,600
Closed -$57K
IDV icon
3868
iShares International Select Dividend ETF
IDV
$8.53B
– –
-45,800
Closed -$1.21M
IEUR icon
3869
iShares Core MSCI Europe ETF
IEUR
$9.15B
– –
-31,803
Closed -$1.67M
IGE icon
3870
iShares North American Natural Resources ETF
IGE
$781M
– –
-6,400
Closed -$248K
IJS icon
3871
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
– –
-5,300
Closed -$504K
IMMX icon
3872
Immix Biopharma
IMMX
$777M
– –
-10,600
Closed -$29K
INAB icon
3873
IN8bio
INAB
$11.6M
– –
-723
Closed -$33K
INDA icon
3874
iShares MSCI India ETF
INDA
$6.58B
– –
-129,000
Closed -$5.64M
INGR icon
3875
Ingredion
INGR
$6.63B
– –
-35,900
Closed -$3.8M
153 154
155
156 157

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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.