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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
VLD
4226
DELISTED
Velo3D, Inc.
VLD
– –
-3,400
Closed -$186K
MORF
4227
DELISTED
Morphic Holding, Inc. Common Stock
MORF
– –
-108,000
Closed -$2.47M
NEXI
4228
DELISTED
NexImmune, Inc. Common Stock
NEXI
– –
-2,620
Closed -$14K
EFTR
4229
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
– –
-1,131
Closed -$17K
WIRE
4230
DELISTED
Encore Wire Corp
WIRE
– –
-44,178
Closed -$8.06M
ENG
4231
DELISTED
ENGlobal Corp
ENG
– –
-16,485
Closed -$45K
AGTI
4232
DELISTED
Agiliti Inc
AGTI
– –
-20,313
Closed -$132K
MDC
4233
DELISTED
M.D.C. Holdings, Inc.
MDC
– –
-48,684
Closed -$2.01M
MVLA
4234
DELISTED
Movella Holdings Inc. Common Stock
MVLA
– –
-102,045
Closed -$55K
MIMO
4235
DELISTED
Airspan Networks Holdings Inc
MIMO
– –
-17,400
Closed -$3K
AWIN
4236
DELISTED
AERWINS Technologies Inc
AWIN
– –
-808
Closed -$10K
CYT
4237
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
– –
-104,649
Closed -$297K
BPTH
4238
DELISTED
Bio-Path Holdings Inc
BPTH
– –
-1,165
Closed -$9K
NSTG
4239
DELISTED
NanoString Technologies, Inc.
NSTG
– –
-238,600
Closed -$410K
SFE
4240
DELISTED
Safeguard Scientifics, Inc.
SFE
– –
-25,817
Closed -$26K
SRT
4241
DELISTED
Startek Inc.
SRT
– –
-537,400
Closed -$1.75M
CHS
4242
DELISTED
Chicos FAS, Inc.
CHS
– –
-5,679,900
Closed -$42.5M
AMTI
4243
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
– –
-282,187
Closed -$44K
PNT
4244
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
– –
-327,271
Closed -$2.18M
ID
4245
DELISTED
PARTS iD, Inc.
ID
– –
-67,000
Closed -$11K
LVOX
4246
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
– –
-14,700
Closed -$49K
PATI
4247
DELISTED
Patriot Transportation Holding, Inc. Common Stock
PATI
– –
-30,420
Closed -$249K
CD
4248
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
– –
-750,000
Closed -$6.22M
BSJN
4249
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
– –
-13,353
Closed -$314K
IBDO
4250
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
– –
-378,961
Closed -$9.61M
168 169
170
171 172

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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.