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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
TECH icon
4126
Bio-Techne
TECH
$11.2B
– –
-258,326
Closed -$17.6M
TECK icon
4127
Teck Resources
TECK
$32.4B
– –
-185,488
Closed -$7.99M
TERN
4128
DELISTED
Terns Pharmaceuticals
TERN
– –
-290,100
Closed -$1.46M
TEX icon
4129
Terex
TEX
$7.74B
– –
-18,600
Closed -$1.07M
TFC icon
4130
Truist Financial
TFC
$63.9B
– –
-1,879,217
Closed -$53.8M
TGL icon
4131
Treasure Global
TGL
$5.98M
– –
-1
Closed -$26K
TGS icon
4132
Transportadora de Gas del Sur
TGS
$4.22B
– –
-115,000
Closed -$1.17M
THM
4133
International Tower Hill Mines
THM
$740M
– –
-101,458
Closed -$36K
TISI icon
4134
Team
TISI
$104M
– –
-10,069
Closed -$70K
TLH icon
4135
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
– –
-8,000
Closed -$788K
TLT icon
4136
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
– –
-145,100
Closed -$12.9M
TMP icon
4137
Tompkins Financial
TMP
$1.43B
– –
-19,530
Closed -$957K
TPIC
4138
DELISTED
TPI Composites
TPIC
– –
-115,200
Closed -$305K
TPR icon
4139
Tapestry
TPR
$32.4B
– –
-1,389,900
Closed -$40M
TPST icon
4140
Tempest Therapeutics
TPST
$18.9M
– –
-6,808
Closed -$27K
TREX icon
4141
Trex
TREX
$5.07B
– –
-409,000
Closed -$25.2M
TRMB icon
4142
Trimble
TRMB
$13.5B
– –
-139,544
Closed -$7.52M
TRMK icon
4143
Trustmark
TRMK
$2.78B
– –
-117,262
Closed -$2.55M
TSCO icon
4144
Tractor Supply
TSCO
$18.4B
– –
-425,000
Closed -$17.3M
TSM icon
4145
TSMC
TSM
$2.19T
– –
-1,063,820
Closed -$92.4M
TSVT
4146
DELISTED
2seventy bio
TSVT
– –
-98,839
Closed -$387K
TTC icon
4147
Toro Company
TTC
$9.41B
– –
-240,400
Closed -$20M
TTEC icon
4148
TTEC Holdings
TTEC
$85.3M
– –
-42,522
Closed -$1.11M
TTMI icon
4149
TTM Technologies
TTMI
$13.8B
– –
-116,035
Closed -$1.5M
TV icon
4150
Televisa
TV
$1.48B
– –
-606,000
Closed -$1.85M
164 165
166
167 168

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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.