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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
PSX icon
4051
Phillips 66
PSX
$89.5B
– –
-541,779
Closed -$65.1M
QGEN icon
4052
Qiagen
QGEN
$8.81B
– –
-394,771
Closed -$17M
QSR icon
4053
Restaurant Brands International
QSR
$25.6B
– –
-151,500
Closed -$10.1M
RBC icon
4054
RBC Bearings
RBC
$17.5B
– –
-5,500
Closed -$1.29M
RDFN
4055
DELISTED
Redfin
RDFN
– –
-659,200
Closed -$4.64M
RDN icon
4056
Radian Group
RDN
$4.86B
– –
-139,600
Closed -$3.5M
REAL icon
4057
The RealReal
REAL
$1.44B
– –
-28,100
Closed -$59K
REKR icon
4058
Rekor Systems
REKR
$93.4M
– –
-304,168
Closed -$858K
REXR icon
4059
Rexford Industrial Realty
REXR
$8.07B
– –
-25,700
Closed -$1.27M
RH icon
4060
RH
RH
$3.46B
– –
-28,100
Closed -$7.43M
RICK icon
4061
RCI Hospitality Holdings
RICK
$210M
– –
-33,281
Closed -$2.02M
RIG icon
4062
Transocean
RIG
$6.49B
– –
-819,964
Closed -$6.73M
RIO icon
4063
Rio Tinto
RIO
$164B
– –
-282,500
Closed -$18M
RIOT icon
4064
Riot Platforms
RIOT
$7.6B
– –
-478,749
Closed -$4.47M
RMD icon
4065
ResMed
RMD
$32.6B
– –
-405,200
Closed -$59.9M
RPRX icon
4066
Royalty Pharma
RPRX
$25.7B
– –
-483,200
Closed -$13.1M
RRGB icon
4067
Red Robin
RRGB
$145M
– –
-52,166
Closed -$419K
HIND
4068
Vyome Holdings
HIND
$15.8M
– –
-4
Closed -$7K
RSP icon
4069
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
– –
-7,700
Closed -$1.09M
RVSN icon
4070
Rail Vision
RVSN
$10.2M
– –
-126
Closed -$15K
RTB
4071
RTB Digital
RTB
$232M
– –
-636
Closed -$67K
RWJ icon
4072
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.09B
– –
-8,300
Closed -$302K
RWR icon
4073
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
– –
-8,200
Closed -$680K
RWT
4074
Redwood Trust
RWT
$588M
– –
-57,400
Closed -$409K
S icon
4075
SentinelOne
S
$7.7B
– –
-453,600
Closed -$7.65M
161 162
163
164 165

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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.