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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
PCTI
4251
DELISTED
PCTEL, Inc. Common Stock
PCTI
– –
-1,249,336
Closed -$5.2M
IBTD
4252
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
– –
-815,015
Closed -$20.2M
AAIC
4253
DELISTED
Arlington Asset Investment Corp.
AAIC
– –
-365,024
Closed -$1.56M
VAPO
4254
DELISTED
Vapotherm, Inc. Common Stock
VAPO
– –
-20,954
Closed -$53K
SGEN
4255
DELISTED
Seagen Inc. Common Stock
SGEN
– –
-647,113
Closed -$137M
TCBP
4256
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
– –
-3
Closed -$5K
NM
4257
DELISTED
Navios Maritime Holdings Inc.
NM
– –
-477,772
Closed -$956K
CTG
4258
DELISTED
Computer Task Group, Inc.
CTG
– –
-809,757
Closed -$8.37M
ARCE
4259
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
– –
-159,900
Closed -$2.2M
ABCM
4260
DELISTED
Abcam PLC
ABCM
– –
-612,800
Closed -$13.9M
CZOO
4261
DELISTED
Cazoo Group Ltd
CZOO
– –
-575
Closed -$31K
CORR
4262
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
– –
-26,500
Closed -$21K
VRTV
4263
DELISTED
VERITIV CORPORATION
VRTV
– –
-11,200
Closed -$1.89M
GHL
4264
DELISTED
Greenhill & Co., Inc.
GHL
– –
-45,973
Closed -$680K
PTRS
4265
DELISTED
Partners Bancorp Common Stock
PTRS
– –
-11,300
Closed -$88K
CWBR
4266
DELISTED
CohBar, Inc. Common Stock
CWBR
– –
-17,160
Closed -$53K
HT
4267
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
– –
-258,600
Closed -$2.55M
AVTA
4268
DELISTED
Avantax, Inc. Common Stock
AVTA
– –
-867,700
Closed -$22.2M
SONX
4269
DELISTED
Sonendo, Inc.
SONX
– –
-11,600
Closed -$9K
SCU
4270
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-27,600
Closed -$320K
KBNT
4271
DELISTED
Kubient, Inc. Common Stock
KBNT
– –
-42,896
Closed -$13K
ARGO
4272
DELISTED
Argo Group International Holdings, Ltd.
ARGO
– –
-30,058
Closed -$897K
AEY
4273
DELISTED
ADDvantage Technologies Group
AEY
– –
-4,626
Closed -$18K
CCF
4274
DELISTED
Chase Corporation
CCF
– –
-28,100
Closed -$3.58M
NEWR
4275
DELISTED
New Relic, Inc.
NEWR
– –
-563,800
Closed -$48.3M
169 170
171
172 173

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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.