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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
SABR icon
4076
Sabre
SABR
$803M
– –
-193,400
Closed -$868K
SAFE
4077
Safehold
SAFE
$1.08B
– –
-75,762
Closed -$1.35M
SAGE
4078
DELISTED
Sage Therapeutics
SAGE
– –
-85,600
Closed -$1.76M
SATL icon
4079
Satellogic
SATL
$884M
– –
-16,848
Closed -$20K
SBAC icon
4080
SBA Communications
SBAC
$19.3B
– –
-124,049
Closed -$24.8M
SBCF icon
4081
Seacoast Banking Corp of Florida
SBCF
$3.42B
– –
-115,705
Closed -$2.54M
SCHA icon
4082
Schwab U.S Small- Cap ETF
SCHA
$23.1B
– –
-41,600
Closed -$862K
SCHM icon
4083
Schwab US Mid-Cap ETF
SCHM
$15.1B
– –
-34,500
Closed -$778K
SCHW
4084
Charles Schwab
SCHW
$186B
– –
-3,349,041
Closed -$184M
SCL icon
4085
Stepan Co
SCL
$1.48B
– –
-12,200
Closed -$915K
SHOE
4086
Shoe Station Group
SHOE
$428M
– –
-83,026
Closed -$2M
SEM
4087
DELISTED
Select Medical
SEM
– –
-87,603
Closed -$1.19M
SF
4088
Stifel
SF
$12.7B
– –
-152,573
Closed -$6.25M
SFBS
4089
ServisFirst Bancshares
SFBS
$4.88B
– –
-34,800
Closed -$1.82M
SIG icon
4090
Signet Jewelers
SIG
$3.68B
– –
-6,500
Closed -$467K
SIGA icon
4091
SIGA Technologies
SIGA
$207M
– –
-19,400
Closed -$102K
SKYH icon
4092
Sky Harbour Group
SKYH
$387M
– –
-10,000
Closed -$45K
SKYT
4093
DELISTED
SkyWater Technology
SKYT
– –
-85,900
Closed -$517K
SLAB icon
4094
Silicon Laboratories
SLAB
$7.22B
– –
-16,998
Closed -$1.97M
SLNO
4095
DELISTED
Soleno Therapeutics
SLNO
– –
-61,554
Closed -$1.82M
SLYG icon
4096
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
– –
-5,000
Closed -$366K
SLYV icon
4097
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
– –
-4,400
Closed -$318K
SMTC icon
4098
Semtech
SMTC
$12.2B
– –
-293,316
Closed -$7.55M
SNCY
4099
DELISTED
Sun Country Airlines
SNCY
– –
-12,700
Closed -$188K
SNDX icon
4100
Syndax Pharmaceuticals
SNDX
$1.81B
– –
-218,300
Closed -$3.17M
162 163
164
165 166

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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.