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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
MLTX icon
3976
MoonLake Immunotherapeutics
MLTX
$1.46B
– –
-13,396
Closed -$764K
MMI icon
3977
Marcus & Millichap
MMI
$1.17B
– –
-22,700
Closed -$666K
MMSI icon
3978
Merit Medical Systems
MMSI
$5.4B
– –
-30,912
Closed -$2.13M
MOAT icon
3979
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
– –
-27,100
Closed -$2.06M
MOD icon
3980
Modine Manufacturing
MOD
$10.9B
– –
-69,290
Closed -$3.17M
MPU icon
3981
Mega Matrix
MPU
$14.2M
– –
-22,268
Closed -$20K
MPWR icon
3982
Monolithic Power Systems
MPWR
$70.5B
– –
-188,386
Closed -$87M
MSFT icon
3983
Microsoft
MSFT
$3.68T
– –
-1,155,782
Closed -$365M
MSGE icon
3984
Madison Square Garden
MSGE
$4.05B
– –
-43,600
Closed -$1.44M
MTG icon
3985
MGIC Investment
MTG
$6.27B
– –
-21,500
Closed -$359K
MTH icon
3986
Meritage Homes
MTH
$4.7B
– –
-347,600
Closed -$21.3M
MTX icon
3987
Minerals Technologies
MTX
$2.28B
– –
-31,001
Closed -$1.7M
MVST icon
3988
Microvast
MVST
$339M
– –
-288,160
Closed -$545K
NAVI icon
3989
Navient
NAVI
$795M
– –
-67,600
Closed -$1.16M
NBTB icon
3990
NBT Bancorp
NBTB
$2.76B
– –
-33,839
Closed -$1.07M
NCLH icon
3991
Norwegian Cruise Line
NCLH
$8.64B
– –
-1,402,067
Closed -$23.1M
NDAQ icon
3992
Nasdaq
NDAQ
$53.1B
– –
-592,900
Closed -$28.8M
NDRA icon
3993
ENDRA Life Sciences
NDRA
$5.64M
– –
-6
Closed -$11K
NEE icon
3994
NextEra Energy
NEE
$179B
– –
-2,307,300
Closed -$132M
NEON icon
3995
Neonode
NEON
$16.4M
– –
-22,190
Closed -$36K
NEWP
3996
New Pacific Metals
NEWP
$1.22B
– –
-15,700
Closed -$28K
NFRA icon
3997
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.03B
– –
-6,647
Closed -$322K
NI icon
3998
NiSource
NI
$20B
– –
-104,900
Closed -$2.59M
NIO icon
3999
NIO
NIO
$11.5B
– –
-4,199,394
Closed -$38M
NJR icon
4000
New Jersey Resources
NJR
$5.57B
– –
-170,300
Closed -$6.92M
158 159
160
161 162

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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.