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 | |
|---|---|---|---|---|---|---|
26
Fortinet
FTNT
$119B
| $303M | 0.52% |
5,171,545
-2,134,500
| -29% | -$141M |
|
|
27
Delta Air Lines
DAL
$59.5B
| $303M | 0.52% |
8,186,620
+4,795,520
| +141% | +$208M |
|
28
American Airlines Group
AAL
$10.1B
| $287M | 0.49% |
22,432,932
+5,325,600
| +31% | +$82.7M |
|
29
Molina Healthcare
MOH
$10.2B
| $281M | 0.48% |
858,237
-143,500
| -14% | -$45.2M |
|
30
Biogen
BIIB
$30.1B
| $279M | 0.48% |
1,086,397
-23,140
| -2% | -$6.19M |
|
31
CrowdStrike
CRWD
$226B
| $279M | 0.48% |
6,672,332
-4,772,984
| -42% | -$185M |
|
32
Incyte
INCY
$24.5B
| $277M | 0.47% |
4,796,533
-31,656
| -0.7% | -$2M |
|
33
Novartis
NVS
$294B
| $269M | 0.46% |
2,636,845
+282,000
| +12% | +$28.6M |
|
34
Dropbox
DBX
$7.41B
| $260M | 0.44% |
9,550,533
+252,700
| +3% | +$6.89M |
|
35
McDonald's
MCD
$194B
| $251M | 0.43% |
951,530
+26,144
| +3% | +$7.46M |
|
|
HOLX
36
DELISTED
Hologic
HOLX
| $250M | 0.43% |
3,609,177
+700,600
| +24% | +$52.9M |
|
37
e.l.f. Beauty
ELF
$5.61B
| $250M | 0.43% |
2,273,100
+342,700
| +18% | +$41.6M |
|
38
Caterpillar
CAT
$388B
| $247M | 0.42% |
906,458
-433,552
| -32% | -$118M |
|
39
Monster Beverage
MNST
$89.2B
| $247M | 0.42% |
9,336,764
+600,328
| +7% | +$17.1M |
|
40
General Motors
GM
$78.4B
| $229M | 0.39% |
6,950,500
+320,788
| +5% | +$11.4M |
|
41
GE Aerospace
GE
$382B
| $228M | 0.39% |
2,585,146
+351,993
| +16% | +$31.6M |
|
42
General Mills
GIS
$20.2B
| $224M | 0.38% |
3,498,905
-65,510
| -2% | -$4.63M |
|
43
Elevance Health
ELV
$84.7B
| $222M | 0.38% |
508,773
+166,100
| +48% | +$75.3M |
|
44
Pfizer
PFE
$152B
| $219M | 0.37% |
6,588,664
-1,822,977
| -22% | -$64.5M |
|
45
Coca-Cola
KO
$372B
| $214M | 0.36% |
3,816,356
+1,557,204
| +69% | +$93.4M |
|
46
National Grid
NGG
$80.7B
| $214M | 0.36% |
3,736,898
-131,799
| -3% | -$7.97M |
|
47
New Oriental
EDU
$8.84B
| $211M | 0.36% |
3,604,786
+322,032
| +10% | +$16.9M |
|
48
AbbVie
ABBV
$442B
| $202M | 0.35% |
1,358,099
+70,991
| +6% | +$10.4M |
|
49
Clorox
CLX
$13.1B
| $201M | 0.34% |
1,531,697
+576,400
| +60% | +$87.6M |
|
50
Allison Transmission
ALSN
$10.3B
| $196M | 0.33% |
3,311,319
-33,100
| -1% | -$1.95M |
|
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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.