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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
XBIT icon
4201
XBiotech
XBIT
$71M
– –
-15,287
Closed -$63K
XLP icon
4202
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-209,700
Closed -$14.4M
XOS icon
4203
Xos
XOS
$36.5M
– –
-503
Closed -$5K
XPRO icon
4204
Expro Ltd
XPRO
$2.05B
– –
-97,350
Closed -$2.26M
XSOE icon
4205
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
– –
-13,500
Closed -$360K
XYL icon
4206
Xylem
XYL
$28.8B
– –
-621,622
Closed -$56.6M
YUM icon
4207
Yum! Brands
YUM
$39.5B
– –
-20,900
Closed -$2.61M
ZION icon
4208
Zions Bancorporation
ZION
$10.4B
– –
-384,795
Closed -$13.4M
ZROZ icon
4209
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.3B
– –
-12,100
Closed -$880K
NXTS
4210
Nexentis Technologies
NXTS
$2.75M
– –
-15
Closed -$13K
BWIN
4211
Baldwin Insurance Group
BWIN
$2.88B
– –
-119,894
Closed -$2.79M
CNH
4212
CNH Industrial
CNH
$17.1B
– –
-22,800
Closed -$276K
GPUS
4213
Hyperscale Data Inc
GPUS
$55.2M
– –
-62
Closed -$15K
LUCK
4214
Lucky Strike Entertainment
LUCK
$897M
– –
-256,600
Closed -$2.47M
DGXX
4215
Digi Power X Inc
DGXX
$373M
– –
-99,499
Closed -$105K
FNA
4216
DELISTED
Paragon 28, Inc.
FNA
– –
-57,500
Closed -$722K
EDR
4217
DELISTED
Endeavor Group Holdings, Inc.
EDR
– –
-771,600
Closed -$15.4M
SILV
4218
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
– –
-49,800
Closed -$220K
RVNC
4219
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-178,500
Closed -$2.05M
CDMO
4220
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
– –
-115,884
Closed -$1.09M
B
4221
DELISTED
Barnes Group Inc.
B
– –
-112,600
Closed -$3.83M
AGR
4222
DELISTED
Avangrid, Inc.
AGR
– –
-84,653
Closed -$2.55M
SAVE
4223
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-34,900
Closed -$576K
VEV
4224
DELISTED
Vicinity Motor Corp. Common Stock
VEV
– –
-17,928
Closed -$17K
HA
4225
DELISTED
Hawaiian Holdings, Inc.
HA
– –
-294,700
Closed -$1.86M
167 168
169
170 171

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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.