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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 Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$385M
2
MSFT icon
Microsoft
MSFT
+$368M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$298M
4
DAL icon
Delta Air Lines
DAL
+$208M
5
CCL icon
Carnival Corporation Ltd
CCL
+$203M

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
VSS icon
4151
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-43,100
Closed -$4.76M
VTR icon
4152
Ventas
VTR
$44.6B
– –
-974,661
Closed -$46.1M
VTRS icon
4153
Viatris
VTRS
$18.7B
– –
-1,143,597
Closed -$11.4M
VVOS icon
4154
Vivos Therapeutics
VVOS
$4.37M
– –
-1,342
Closed -$17K
VXUS icon
4155
Vanguard Total International Stock ETF
VXUS
$162B
– –
-10,500
Closed -$589K
VYMI icon
4156
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
– –
-10,705
Closed -$677K
WAFU icon
4157
Wah Fu Education Group
WAFU
$7.37M
– –
-14,700
Closed -$33K
WAT icon
4158
Waters Corp
WAT
$40.7B
– –
-56,800
Closed -$15.1M
WATT icon
4159
Energous
WATT
$103M
– –
-161
Closed -$23K
WBA
4160
DELISTED
Walgreens Boots Alliance
WBA
– –
-136,600
Closed -$3.89M
WEC icon
4161
WEC Energy
WEC
$34.8B
– –
-22,302
Closed -$1.97M
WF icon
4162
Woori Financial
WF
$17.1B
– –
-11,132
Closed -$300K
WIT icon
4163
Wipro
WIT
$19.5B
– –
-261,588
Closed -$617K
WLY icon
4164
John Wiley & Sons Class A
WLY
$2.52B
– –
-25,100
Closed -$854K
WMB icon
4165
Williams Companies
WMB
$88.4B
– –
-511,485
Closed -$16.7M
WPC icon
4166
W.P. Carey
WPC
$15.9B
– –
-7,351
Closed -$486K
WSM icon
4167
Williams-Sonoma
WSM
$29.5B
– –
-503,400
Closed -$31.5M
WTW icon
4168
Willis Towers Watson
WTW
$31.8B
– –
-56,020
Closed -$13.2M
WWW icon
4169
Wolverine World Wide
WWW
$1.49B
– –
-228,100
Closed -$3.35M
X
4170
DELISTED
US Steel
X
– –
-729,300
Closed -$18.2M
XBIO icon
4171
Xenetic Biosciences
XBIO
$7.38M
– –
-25,782
Closed -$85K
XLB icon
4172
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
– –
-245,400
Closed -$10.2M
XLRE icon
4173
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
– –
-5,800
Closed -$219K
XLV icon
4174
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
– –
-242,700
Closed -$32.2M
XLY icon
4175
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
– –
-80,400
Closed -$6.83M
165 166
167
168 169

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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.