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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
-2.19%
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
$58.7B
AUM Growth
-$10.7B
Cap. Flow
-$8.34B
Cap. Flow %
-14.22%
Top 10 Hldgs %
11.75%
Holding
4,329
New
464
Increased
1,327
Reduced
1,794
Closed
713

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.34B
2
TSLA icon
Tesla
TSLA
+$353M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$303M
4
NVDA icon
NVIDIA
NVDA
+$290M
5
BA icon
Boeing
BA
+$286M

Sector Composition

Rank Sector Weight
1 Technology 19.27%
2 Healthcare 18.47%
3 Consumer Discretionary 12.34%
4 Consumer Staples 10.13%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCS
4051
DELISTED
Steelcase
SCS
-94,100
Closed -$726K
SCZ icon
4052
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
-43,700
Closed -$2.58M
SDGR icon
4053
Schrodinger
SDGR
$1.38B
-5,600
Closed -$280K
SDOW icon
4054
ProShares UltraPro Short Dow 30
SDOW
$185M
-14,675
Closed -$1.4M
SE icon
4055
Sea Limited
SE
$77.9B
-1,574,700
Closed -$91.4M
SDY icon
4056
State Street SPDR S&P Dividend ETF
SDY
$22B
-3,400
Closed -$417K
SEE
4057
DELISTED
Sealed Air
SEE
-385,709
Closed -$15.4M
SENS icon
4058
Senseonics Holdings Inc
SENS
$407M
-88,972
Closed -$1.36M
SH icon
4059
ProShares Short S&P500
SH
$844M
-12,075
Closed -$670K
SHEL icon
4060
Shell
SHEL
$249B
-680,386
Closed -$41.1M
SHFS icon
4061
SHF Holdings
SHFS
$1.15M
-5,035
Closed -$53K
SHM icon
4062
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
-331,900
Closed -$15.6M
BNKK
4063
Bonk Inc
BNKK
$8.56M
-1,106
Closed -$16K
SID icon
4064
Companhia Siderúrgica Nacional
SID
$1.16B
-73,700
Closed -$191K
SIDU icon
4065
Sidus Space
SIDU
$257M
-3,208
Closed -$58K
SILC icon
4066
Silicom
SILC
$278M
-20,600
Closed -$759K
SINT icon
4067
SiNtx Technologies
SINT
$10M
-148
Closed -$36K
SITM icon
4068
SiTime
SITM
$21B
-26,000
Closed -$3.07M
SIVR icon
4069
abrdn Physical Silver Shares ETF
SIVR
$4.58B
-55,300
Closed -$1.21M
SKE
4070
Skeena Resources
SKE
$4.16B
-23,003
Closed -$111K
SKWD icon
4071
Skyward Specialty Insurance
SKWD
$2.43B
-69,693
Closed -$1.77M
SLB icon
4072
SLB Ltd
SLB
$78.6B
-484,804
Closed -$23.8M
SLDP icon
4073
Solid Power
SLDP
$543M
-161,581
Closed -$410K
SLF icon
4074
Sun Life Financial
SLF
$44.8B
-50,400
Closed -$2.63M
SLNG icon
4075
Stabilis Solutions
SLNG
$90.7M
-13,541
Closed -$68K

Similar funds

Jim Simons's Q3 2023 Portfolio in Review

As of Q3 2023, Jim Simons held 4,329 positions worth $58.7B, down 15% from $69.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Jim Simons withdrew a net $8.34B in Q3 2023, closing 713 positions and reducing 1,794 holdings. Its most notable exit was Chevron, an estimated $185M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, Jim Simons opened a new position in D.R. Horton worth $125M.

  • Jim Simons's largest Q3 2023 buy was D.R. Horton: 1,159,438 shares worth $125M.
  • Jim Simons added most to Netflix in Q3 2023, an estimated $385M increase.
  • Jim Simons's biggest Q3 2023 reduction was Meta Platforms (Facebook), cutting an estimated $1.34B.
  • Jim Simons fully exited Chevron in Q3 2023, selling an estimated $185M.
  • Jim Simons's ten largest holdings make up 12% of its $58.7B portfolio in Q3 2023.
  • Jim Simons opened 464 new positions and closed 713 in Q3 2023.
  • Jim Simons's portfolio value fell 15% quarter-over-quarter to $58.7B.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.