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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
VRNS icon
4176
Varonis Systems
VRNS
$4.84B
– –
-252,600
Closed -$7.71M
VRRM icon
4177
Verra Mobility
VRRM
$726M
– –
-91,600
Closed -$1.71M
VS icon
4178
Versus Systems
VS
$8.14M
– –
-654
Closed -$2K
VSGX icon
4179
Vanguard ESG International Stock ETF
VSGX
$6.74B
– –
-12,800
Closed -$646K
VT icon
4180
Vanguard Total World Stock ETF
VT
$81.1B
– –
-14,700
Closed -$1.37M
VTI icon
4181
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
– –
-20,200
Closed -$4.29M
VTV icon
4182
Vanguard Morningstar Value ETF
VTV
$192B
– –
-19,899
Closed -$2.75M
VTWO icon
4183
Vanguard Russell 2000 ETF
VTWO
$17.3B
– –
-6,000
Closed -$429K
VWO icon
4184
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-21,200
Closed -$831K
VXF icon
4185
Vanguard Extended Market ETF
VXF
$31.9B
– –
-7,900
Closed -$1.13M
WABC icon
4186
Westamerica Bancorp
WABC
$1.36B
– –
-28,631
Closed -$1.24M
WAFD icon
4187
WaFd
WAFD
$2.82B
– –
-88,776
Closed -$2.27M
WAL icon
4188
Western Alliance Bancorporation
WAL
$8.89B
– –
-171,304
Closed -$7.88M
WCC
4189
WESCO International
WCC
$17.8B
– –
-43,674
Closed -$6.28M
WCLD
4190
WisdomTree Cloud Computing Fund
WCLD
$305M
– –
-11,600
Closed -$344K
WERN icon
4191
Werner Enterprises
WERN
$2.18B
– –
-117,663
Closed -$4.58M
WGO icon
4192
Winnebago Industries
WGO
$927M
– –
-36,900
Closed -$2.19M
WMG icon
4193
Warner Music
WMG
$13.1B
– –
-36,400
Closed -$1.14M
WNW icon
4194
Meiwu Technology Co
WNW
$76.6M
– –
-1
Closed -$7K
WPP icon
4195
WPP
WPP
$5.83B
– –
-28,300
Closed -$1.26M
WRB icon
4196
W.R. Berkley
WRB
$26B
– –
-86,247
Closed -$3.65M
WRN
4197
Western Copper and Gold
WRN
$553M
– –
-28,633
Closed -$39K
WTFC icon
4198
Wintrust Financial
WTFC
$10.9B
– –
-10,800
Closed -$815K
WULF icon
4199
TeraWulf
WULF
$8.36B
– –
-429,100
Closed -$541K
WW
4200
DELISTED
WW International
WW
– –
-934,112
Closed -$10.3M
166 167
168
169 170

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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.