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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
PAM icon
4026
Pampa Energía
PAM
$4.28B
– –
-19,760
Closed -$738K
PATH icon
4027
UiPath
PATH
$8.14B
– –
-930,700
Closed -$15.9M
PAUG icon
4028
Innovator US Equity Power Buffer ETF August
PAUG
$934M
– –
-22,100
Closed -$686K
PAYC icon
4029
Paycom
PAYC
$9.57B
– –
-41,050
Closed -$10.6M
PAYX icon
4030
Paychex
PAYX
$43.1B
– –
-386,201
Closed -$44.5M
PCT icon
4031
PureCycle Technologies
PCT
$1.54B
– –
-38,600
Closed -$217K
PCTY icon
4032
Paylocity
PCTY
$7.7B
– –
-190,098
Closed -$34.5M
PDBC icon
4033
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
– –
-243,181
Closed -$3.64M
PEP icon
4034
PepsiCo
PEP
$189B
– –
-10,259
Closed -$1.74M
PEPG icon
4035
PepGen
PEPG
$201M
– –
-10,000
Closed -$51K
PFIX icon
4036
Simplify Interest Rate Hedge ETF
PFIX
$179M
– –
-4,875
Closed -$466K
PHIN icon
4037
Phinia Inc
PHIN
$2.74B
– –
-19,000
Closed -$509K
PHM icon
4038
Pultegroup
PHM
$25.2B
– –
-257,067
Closed -$19M
PHR icon
4039
Phreesia
PHR
$758M
– –
-60,000
Closed -$1.12M
PHX
4040
DELISTED
PHX Minerals
PHX
– –
-24,392
Closed -$89K
PINE
4041
Alpine Income Property Trust
PINE
$346M
– –
-33,900
Closed -$555K
PLAY icon
4042
Dave & Buster's
PLAY
$349M
– –
-39,500
Closed -$1.46M
PLSE icon
4043
Pulse Biosciences
PLSE
$3.17B
– –
-71,500
Closed -$288K
PNFP icon
4044
Pinnacle Financial Partners Inc
PNFP
$16B
– –
-64,672
Closed -$4.34M
POOL icon
4045
Pool Corp
POOL
$7.32B
– –
-936
Closed -$333K
POWI icon
4046
Power Integrations
POWI
$3.54B
– –
-12,500
Closed -$954K
PPBI
4047
DELISTED
Pacific Premier Bancorp
PPBI
– –
-87,728
Closed -$1.91M
PRE icon
4048
Prenetics Global
PRE
$323M
– –
-5,053
Closed -$37K
PRFZ icon
4049
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.88B
– –
-14,100
Closed -$465K
PRK icon
4050
Park National Corp
PRK
$3.67B
– –
-4,847
Closed -$458K
160 161
162
163 164

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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.