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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
IMTE icon
3901
Integrated Media Technology
IMTE
$1.84M
– –
-1,966
Closed -$4K
ING icon
3902
ING
ING
$102B
– –
-27,110
Closed -$357K
INN
3903
Summit Hotel Properties
INN
$656M
– –
-56,200
Closed -$326K
IOVA icon
3904
Iovance Biotherapeutics
IOVA
$2.95B
– –
-1,226,400
Closed -$5.58M
IPGP icon
3905
IPG Photonics
IPGP
$3.57B
– –
-11,400
Closed -$1.16M
IPI icon
3906
Intrepid Potash
IPI
$484M
– –
-55,871
Closed -$1.41M
IQV icon
3907
IQVIA
IQV
$39.8B
– –
-7,900
Closed -$1.55M
IRTC icon
3908
iRhythm Holdings
IRTC
$4.06B
– –
-72,800
Closed -$6.86M
ISPO
3909
DELISTED
Inspirato
ISPO
– –
-5,315
Closed -$63K
ISTB icon
3910
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.14B
– –
-5,523
Closed -$256K
ITT icon
3911
ITT
ITT
$19.4B
– –
-29,000
Closed -$2.84M
ITW icon
3912
Illinois Tool Works
ITW
$82.9B
– –
-19,200
Closed -$4.42M
IVOO icon
3913
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
– –
-2,600
Closed -$220K
IVV icon
3914
iShares Core S&P 500 ETF
IVV
$910B
– –
-12,000
Closed -$5.15M
IVW icon
3915
iShares S&P 500 Growth ETF
IVW
$77.9B
– –
-26,400
Closed -$1.81M
IWD icon
3916
iShares Russell 1000 Value ETF
IWD
$84.3B
– –
-31,300
Closed -$4.75M
IWM icon
3917
iShares Russell 2000 ETF
IWM
$82.4B
– –
-1,500
Closed -$265K
IWR icon
3918
iShares Russell Mid-Cap ETF
IWR
$58.3B
– –
-35,300
Closed -$2.44M
IYE icon
3919
iShares US Energy ETF
IYE
$1.8B
– –
-6,900
Closed -$327K
IYJ icon
3920
iShares US Industrials ETF
IYJ
$1.96B
– –
-3,200
Closed -$323K
J icon
3921
Jacobs Solutions
J
$16.8B
– –
-150,033
Closed -$16.9M
JACK icon
3922
Jack in the Box
JACK
$358M
– –
-10,000
Closed -$691K
JANX icon
3923
Janux Therapeutics
JANX
$978M
– –
-26,100
Closed -$263K
JBLU icon
3924
JetBlue
JBLU
$2.19B
– –
-1,588,583
Closed -$7.31M
JCI icon
3925
Johnson Controls International
JCI
$91.7B
– –
-248,844
Closed -$13.2M
155 156
157
158 159

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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.