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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
JETS icon
3926
US Global Jets ETF
JETS
$826M
– –
-154,900
Closed -$2.64M
JG
3927
Aurora Mobile
JG
$30.2M
– –
-5,870
Closed -$16K
JHMM icon
3928
John Hancock Multifactor Mid Cap ETF
JHMM
$6.15B
– –
-10,000
Closed -$473K
JOE icon
3929
St. Joe Company
JOE
$3.88B
– –
-38,000
Closed -$2.06M
KAI icon
3930
Kadant
KAI
$3.91B
– –
-10,200
Closed -$2.3M
KE
3931
Kimball Electronics
KE
$613M
– –
-7,425
Closed -$203K
KEYS icon
3932
Keysight
KEYS
$60.4B
– –
-207,800
Closed -$27.5M
KFRC icon
3933
Kforce
KFRC
$1.03B
– –
-14,849
Closed -$886K
KIM icon
3934
Kimco Realty
KIM
$16.2B
– –
-30,314
Closed -$533K
KNX icon
3935
Knight Transportation
KNX
$11.6B
– –
-7,627
Closed -$382K
KO icon
3936
Coca-Cola
KO
$375B
– –
-3,816,356
Closed -$214M
KRE icon
3937
State Street SPDR S&P Regional Banking ETF
KRE
$4.64B
– –
-52,000
Closed -$2.17M
KRC icon
3938
Kilroy Realty
KRC
$4.23B
– –
-250,700
Closed -$7.92M
KRNT icon
3939
Kornit Digital
KRNT
$827M
– –
-52,700
Closed -$997K
KROS icon
3940
Keros Therapeutics
KROS
$213M
– –
-43,700
Closed -$1.39M
KRUS icon
3941
Kura Sushi USA
KRUS
$624M
– –
-21,400
Closed -$1.42M
KSCP icon
3942
Knightscope
KSCP
$30M
– –
-742
Closed -$29K
LASR icon
3943
nLIGHT
LASR
$3.04B
– –
-43,810
Closed -$456K
LAZ icon
3944
Lazard
LAZ
$4.22B
– –
-155,600
Closed -$4.83M
LBRDK icon
3945
Liberty Broadband Class C
LBRDK
$5.08B
– –
-111,375
Closed -$10.2M
LEDS icon
3946
SemiLEDS
LEDS
$18.8M
– –
-10,195
Closed -$18K
LEXX icon
3947
Lexaria Bioscience
LEXX
$9.52M
– –
-860
Closed -$13K
LFST icon
3948
Lifestance Health
LFST
$4.43B
– –
-152,000
Closed -$1.04M
LHX icon
3949
L3Harris
LHX
$52.8B
– –
-135,070
Closed -$23.5M
LIND icon
3950
Lindblad Expeditions
LIND
$2.21B
– –
-61,953
Closed -$446K
156 157
158
159 160

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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.