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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
LKFN icon
3951
Lakeland Financial Corp
LKFN
$1.55B
– –
-50,251
Closed -$2.38M
LNN icon
3952
Lindsay Corp
LNN
$1.16B
– –
-8,000
Closed -$941K
LNTH icon
3953
Lantheus
LNTH
$6.58B
– –
-251,431
Closed -$17.5M
LOVE
3954
LoveSac
LOVE
$253M
– –
-61,800
Closed -$1.23M
LPX icon
3955
Louisiana-Pacific
LPX
$5.17B
– –
-229,900
Closed -$12.7M
LQD icon
3956
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-143,900
Closed -$14.7M
LULU icon
3957
lululemon athletica
LULU
$13.9B
– –
-233,800
Closed -$90.2M
LVWR icon
3958
LiveWire
LVWR
$221M
– –
-17,502
Closed -$121K
LW icon
3959
Lamb Weston
LW
$7.27B
– –
-65,400
Closed -$6.05M
LWLG icon
3960
Lightwave Logic
LWLG
$1.26B
– –
-191,500
Closed -$856K
LXP icon
3961
LXP Industrial Trust
LXP
$3.58B
– –
-188,236
Closed -$8.38M
MAXN
3962
DELISTED
Maxeon Solar Technologies
MAXN
– –
-1,852
Closed -$2.15M
MCB icon
3963
Metropolitan Bank Holding Corp
MCB
$1.17B
– –
-40,357
Closed -$1.46M
MCD icon
3964
McDonald's
MCD
$195B
– –
-951,530
Closed -$251M
MCHP icon
3965
Microchip Technology
MCHP
$43.6B
– –
-522,956
Closed -$40.8M
MCK icon
3966
McKesson
MCK
$104B
– –
-46,300
Closed -$20.1M
MCW
3967
DELISTED
Mister Car Wash
MCW
– –
-120,200
Closed -$662K
MDB icon
3968
MongoDB
MDB
$35.4B
– –
-380,391
Closed -$132M
MDGL icon
3969
Madrigal Pharmaceuticals
MDGL
$12.5B
– –
-68,082
Closed -$9.94M
MDY icon
3970
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
– –
-5,800
Closed -$2.65M
MDYG icon
3971
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.96B
– –
-8,200
Closed -$567K
MGM icon
3972
MGM Resorts International
MGM
$11.1B
– –
-26,140
Closed -$961K
MHO icon
3973
M/I Homes
MHO
$3.82B
– –
-39,300
Closed -$3.3M
MKSI icon
3974
MKS Inc
MKSI
$20.8B
– –
-140,703
Closed -$12.2M
MKTX icon
3975
MarketAxess Holdings
MKTX
$5.72B
– –
-121,110
Closed -$25.9M
157 158
159
160 161

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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.