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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
HOUS
3876
DELISTED
Anywhere Real Estate
HOUS
– –
-213,700
Closed -$1.37M
HRB icon
3877
H&R Block
HRB
$6.76B
– –
-320,600
Closed -$13.8M
HTH icon
3878
Hilltop Holdings
HTH
$2.28B
– –
-91,284
Closed -$2.59M
HUBC icon
3879
Hub Cyber Security
HUBC
$24.7M
– –
0
– -$4K
HUBG icon
3880
HUB Group
HUBG
$2.55B
– –
-138,472
Closed -$5.44M
HUN icon
3881
Huntsman Corp
HUN
$1.81B
– –
-42,700
Closed -$1.04M
HUT
3882
Hut 8
HUT
$10.2B
– –
-32,620
Closed -$321K
HWC icon
3883
Hancock Whitney
HWC
$6.37B
– –
-8,173
Closed -$302K
HYG icon
3884
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-9,300
Closed -$686K
HZO icon
3885
MarineMax
HZO
$1.15B
– –
-66,714
Closed -$2.19M
IBP icon
3886
Installed Building Products
IBP
$6.54B
– –
-7,100
Closed -$887K
ICFI icon
3887
ICF International
ICFI
$1.6B
– –
-5,200
Closed -$628K
ICHR icon
3888
Ichor Holdings
ICHR
$2.67B
– –
-24,004
Closed -$743K
IDXX icon
3889
Idexx Laboratories
IDXX
$44.7B
– –
-124,804
Closed -$54.6M
IEMG icon
3890
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
– –
-6,700
Closed -$319K
IGC icon
3891
IGC Pharma
IGC
$30.7M
– –
-86,902
Closed -$31K
IH
3892
iHuman
IH
$67.5M
– –
-11,125
Closed -$34K
IJH icon
3893
iShares Core S&P Mid-Cap ETF
IJH
$128B
– –
-67,000
Closed -$3.34M
IJJ icon
3894
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
– –
-2,800
Closed -$283K
IJK icon
3895
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
– –
-7,000
Closed -$506K
IJR icon
3896
iShares Core S&P Small-Cap ETF
IJR
$113B
– –
-6,300
Closed -$594K
IJT icon
3897
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
– –
-2,486
Closed -$273K
IMA
3898
ImageneBio Inc
IMA
$66.6M
– –
-1,091
Closed -$57K
ILAG icon
3899
Intelligent Living
ILAG
$6.69M
– –
-1,391
Closed -$11K
IMCG icon
3900
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.18B
– –
-4,600
Closed -$263K
154 155
156
157 158

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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.