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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
SNN icon
4101
Smith & Nephew
SNN
$12.6B
– –
-175,450
Closed -$4.35M
SNOA icon
4102
Sonoma Pharmaceuticals
SNOA
$6.56M
– –
-700
Closed -$11K
SNV
4103
DELISTED
Synovus
SNV
– –
-141,318
Closed -$3.93M
SNTG icon
4104
Sentage Holdings
SNTG
$5.72M
– –
-17,315
Closed -$29K
SPAB icon
4105
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.92B
– –
-22,300
Closed -$543K
SPLB icon
4106
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
– –
-10,300
Closed -$219K
SPSM icon
4107
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
– –
-12,600
Closed -$465K
SPTL icon
4108
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
– –
-16,000
Closed -$418K
SPXC icon
4109
SPX Corp
SPXC
$10.9B
– –
-52,300
Closed -$4.26M
SR icon
4110
Spire
SR
$4.87B
– –
-67,400
Closed -$3.81M
SRFM icon
4111
Surf Air Mobility
SRFM
$98.9M
– –
-4,457
Closed -$51K
SRRK icon
4112
Scholar Rock
SRRK
$6.34B
– –
-54,700
Closed -$388K
ST icon
4113
Sensata Technologies
ST
$6.73B
– –
-299,200
Closed -$11.3M
STBA icon
4114
S&T Bancorp
STBA
$1.81B
– –
-23,688
Closed -$641K
STEL
4115
DELISTED
Stellar Bancorp
STEL
– –
-85,596
Closed -$1.82M
STKL
4116
DELISTED
SunOpta
STKL
– –
-340,300
Closed -$1.15M
STM icon
4117
STMicroelectronics
STM
$49.1B
– –
-1,063,590
Closed -$46M
STX icon
4118
Seagate
STX
$186B
– –
-49,393
Closed -$3.26M
SWX icon
4119
Southwest Gas
SWX
$6.63B
– –
-18,399
Closed -$1.11M
SXT icon
4120
Sensient Technologies
SXT
$5.61B
– –
-7,500
Closed -$439K
SYBT icon
4121
Stock Yards Bancorp
SYBT
$2.6B
– –
-51,240
Closed -$2.01M
SYF icon
4122
Synchrony
SYF
$25.5B
– –
-618,900
Closed -$18.9M
TAN icon
4123
Invesco Solar ETF
TAN
$1.38B
– –
-7,700
Closed -$399K
TARS icon
4124
Tarsus Pharmaceuticals
TARS
$3.05B
– –
-106,900
Closed -$1.9M
TBI
4125
Trueblue
TBI
$310M
– –
-155,700
Closed -$2.28M
163 164
165
166 167

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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.