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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
UBSI icon
4151
United Bankshares
UBSI
$6.61B
– –
-172,876
Closed -$4.77M
UHS icon
4152
Universal Health Services
UHS
$9.94B
– –
-42,100
Closed -$5.29M
ULCC icon
4153
Frontier Group Holdings
ULCC
$1.59B
– –
-550,400
Closed -$2.66M
UNP icon
4154
Union Pacific
UNP
$174B
– –
-388,054
Closed -$79M
USHY icon
4155
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
– –
-21,400
Closed -$743K
UTZ icon
4156
Utz Brands
UTZ
$1.25B
– –
-473,400
Closed -$6.36M
VAL icon
4157
Valaris
VAL
$6.03B
– –
-12,100
Closed -$907K
VB icon
4158
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
– –
-10,100
Closed -$1.91M
VBK icon
4159
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
– –
-1,900
Closed -$407K
VBR icon
4160
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-8,300
Closed -$1.32M
VBTX
4161
DELISTED
Veritex Holdings
VBTX
– –
-88,777
Closed -$1.59M
VERA icon
4162
Vera Therapeutics
VERA
$2.18B
– –
-87,200
Closed -$1.2M
VGLT icon
4163
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
– –
-29,200
Closed -$1.62M
VGZ icon
4164
Vista Gold
VGZ
$331M
– –
-112,863
Closed -$49K
VIAV icon
4165
Viavi Solutions
VIAV
$9.47B
– –
-414,026
Closed -$3.78M
VIG icon
4166
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-18,300
Closed -$2.84M
VMC icon
4167
Vulcan Materials
VMC
$37.3B
– –
-184,265
Closed -$37.2M
VNET
4168
VNET Group
VNET
$2.14B
– –
-272,833
Closed -$854K
VNOM icon
4169
Viper Energy
VNOM
$15.4B
– –
-48,266
Closed -$1.35M
VO icon
4170
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-62,400
Closed -$3.25M
VOE icon
4171
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
– –
-6,100
Closed -$799K
VOO icon
4172
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-2,100
Closed -$825K
VOT icon
4173
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
– –
-1,200
Closed -$234K
VRCA icon
4174
Verrica Pharmaceuticals
VRCA
$89.7M
– –
-6,810
Closed -$265K
VRME icon
4175
VerifyMe
VRME
$9.44M
– –
-30,849
Closed -$36K
165 166
167
168 169

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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.