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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
GBR icon
3851
New Concept Energy
GBR
$3.73M
– –
-12,973
Closed -$15K
GCO icon
3852
Genesco
GCO
$394M
– –
-24,200
Closed -$746K
GDEN
3853
DELISTED
Golden Entertainment
GDEN
– –
-6,850
Closed -$234K
GDXJ icon
3854
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
– –
-49,800
Closed -$1.6M
GEHC icon
3855
GE HealthCare
GEHC
$33.3B
– –
-20,600
Closed -$1.4M
GEO icon
3856
The GEO Group
GEO
$4B
– –
-199,627
Closed -$1.63M
GES
3857
DELISTED
Guess Inc
GES
– –
-13,500
Closed -$292K
GHC icon
3858
Graham Holdings Company
GHC
$4.97B
– –
-2,000
Closed -$1.17M
GIB icon
3859
CGI
GIB
$15.5B
– –
-4,600
Closed -$453K
GIII icon
3860
G-III Apparel Group
GIII
$1.43B
– –
-74,303
Closed -$1.85M
GMED icon
3861
Globus Medical
GMED
$11.5B
– –
-158,518
Closed -$7.87M
GMS
3862
DELISTED
GMS Inc
GMS
– –
-129,400
Closed -$8.28M
GNL icon
3863
Global Net Lease
GNL
$1.9B
– –
-26,118
Closed -$251K
GRBK icon
3864
Green Brick Partners
GRBK
$3.04B
– –
-89,709
Closed -$3.72M
GSAT icon
3865
Globalstar
GSAT
$10.7B
– –
-95,329
Closed -$1.87M
GTN icon
3866
Gray Television
GTN
$520M
– –
-121,150
Closed -$838K
GWRE icon
3867
Guidewire Software
GWRE
$15.2B
– –
-97,700
Closed -$8.79M
H icon
3868
Hyatt Hotels
H
$16.9B
– –
-92,000
Closed -$9.76M
HCA icon
3869
HCA Healthcare
HCA
$89.1B
– –
-21,300
Closed -$5.24M
HD icon
3870
Home Depot
HD
$341B
– –
-21,700
Closed -$6.56M
HII icon
3871
Huntington Ingalls Industries
HII
$12.8B
– –
-5,800
Closed -$1.19M
HIW icon
3872
Highwoods Properties
HIW
$3.51B
– –
-202,500
Closed -$4.17M
HLIO icon
3873
Helios Technologies
HLIO
$2.67B
– –
-11,375
Closed -$631K
HLIT icon
3874
Harmonic Inc
HLIT
$1.42B
– –
-194,127
Closed -$1.87M
HLMN icon
3875
Hillman Solutions
HLMN
$1.71B
– –
-86,029
Closed -$710K
153 154
155
156 157

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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.