Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Netflix
NFLX
|
+$385M |
| 2 |
Microsoft
MSFT
|
+$368M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$298M |
| 4 |
Delta Air Lines
DAL
|
+$208M |
| 5 |
Carnival Corporation Ltd
CCL
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$1.34B |
| 2 |
Tesla
TSLA
|
+$353M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$303M |
| 4 |
NVIDIA
NVDA
|
+$290M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
International Seaways
INSW
$4.52B
| $32.2M | 0.05% |
715,531
-78,380
| -10% | -$3.29M |
|
402
PENN Entertainment
PENN
$2.59B
| $32.1M | 0.05% |
1,396,900
-1,023,000
| -42% | -$24.8M |
|
403
Constellation Energy
CEG
$99B
| $32M | 0.05% |
293,500
+139,800
| +91% | +$14.4M |
|
404
Smith & Wesson
SWBI
$633M
| $31.8M | 0.05% |
2,466,172
-36,900
| -1% | -$461K |
|
405
Powell Industries
POWL
$7.66B
| $31.8M | 0.05% |
1,151,805
+69,900
| +6% | +$1.73M |
|
406
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
| $31.8M | 0.05% |
663,200
+126,673
| +24% | +$6.06M |
|
407
Howmet Aerospace
HWM
$113B
| $31.7M | 0.05% |
685,100
+392,000
| +134% | +$19.1M |
|
408
Boise Cascade
BCC
$2.93B
| $31.6M | 0.05% |
306,249
+213,049
| +229% | +$21.9M |
|
409
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $31.4M | 0.05% |
630,800
-13,200
| -2% | -$657K |
|
410
KB Home
KBH
$3.46B
| $31.3M | 0.05% |
676,600
+391,000
| +137% | +$19.9M |
|
411
AT&T
T
$165B
| $31.1M | 0.05% |
2,073,786
-3,724,331
| -64% | -$54.6M |
|
412
Kenvue
KVUE
$36.5B
| $30.8M | 0.05% |
+1,531,612
| New | +$35.5M |
|
413
Kanzhun
BZ
$7.17B
| $30.8M | 0.05% |
2,027,200
-527,900
| -21% | -$8.28M |
|
414
Asana
ASAN
$2.07B
| $30.3M | 0.05% |
1,655,390
+229,174
| +16% | +$4.79M |
|
415
Xcel Energy
XEL
$48.7B
| $30M | 0.05% |
523,900
+283,800
| +118% | +$17.1M |
|
416
Goldman Sachs
GS
$302B
| $29.9M | 0.05% |
92,534
-421,166
| -82% | -$141M |
|
417
Grupo Aeroportuario del Sureste
ASR
$8.2B
| $29.9M | 0.05% |
121,683
-4,325
| -3% | -$1.17M |
|
418
UDR
UDR
$12B
| $29.9M | 0.05% |
837,498
+663,000
| +380% | +$26.4M |
|
419
Check Point Software Technologies
CHKP
$13.1B
| $29.9M | 0.05% |
224,000
-257,208
| -53% | -$33.8M |
|
420
TAL Education Group
TAL
$6.54B
| $29.8M | 0.05% |
3,274,427
-2,585,273
| -44% | -$18.1M |
|
421
Otis Worldwide
OTIS
$28B
| $29.5M | 0.05% |
367,700
+146,100
| +66% | +$12.5M |
|
422
FMC
FMC
$1.27B
| $29.3M | 0.05% |
438,100
+81,500
| +23% | +$7.06M |
|
|
423
Meta Platforms (Facebook)
META
$1.48T
| $29.3M | 0.05% |
97,533
-4,434,497
| -98% | -$1.34B |
|
424
Saic
SAIC
$5.28B
| $29.1M | 0.05% |
275,950
+160,140
| +138% | +$18.4M |
|
425
CVR Energy
CVI
$3.48B
| $29.1M | 0.05% |
855,284
+64,300
| +8% | +$2.2M |
|
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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.