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 | |
|---|---|---|---|---|---|---|
551
Gen Digital
GEN
$17.7B
| $20.9M | 0.04% |
1,181,138
-63,962
| -5% | -$1.25M |
|
552
Fabrinet
FN
$20.3B
| $20.9M | 0.04% |
125,200
+50,500
| +68% | +$7M |
|
553
Dynatrace
DT
$14.7B
| $20.8M | 0.04% |
445,800
+360,200
| +421% | +$17.7M |
|
554
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
| $20.8M | 0.04% |
412,270
+51,470
| +14% | +$2.6M |
|
555
Vishay Precision Group
VPG
$908M
| $20.8M | 0.04% |
619,073
+3,570
| +0.6% | +$127K |
|
556
TransAlta
TAC
$3.99B
| $20.7M | 0.04% |
2,382,941
+334,470
| +16% | +$3.25M |
|
557
Hovnanian Enterprises
HOV
$799M
| $20.7M | 0.04% |
203,715
+12,800
| +7% | +$1.34M |
|
558
Urban Outfitters
URBN
$6.53B
| $20.7M | 0.04% |
632,000
+329,700
| +109% | +$11.3M |
|
559
Star Bulk Carriers
SBLK
$3.21B
| $20.7M | 0.04% |
1,071,500
+89,100
| +9% | +$1.59M |
|
560
UBS Group
UBS
$176B
| $20.7M | 0.04% |
837,991
-155,421
| -16% | -$3.63M |
|
561
Cincinnati Financial
CINF
$26.5B
| $20.6M | 0.04% |
201,500
+36,800
| +22% | +$3.85M |
|
|
SOVO
562
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $20.6M | 0.04% |
912,700
+485,100
| +113% | +$10.2M |
|
563
Dillards
DDS
$9.59B
| $20.5M | 0.03% |
61,900
-7,200
| -10% | -$2.38M |
|
564
Rush Enterprises Class B
RUSHB
$9.37B
| $20.4M | 0.03% |
449,897
+6,048
| +1% | +$273K |
|
565
Unitil
UTL
$992M
| $20.3M | 0.03% |
476,251
-900
| -0.2% | -$44.1K |
|
566
CNX Resources
CNX
$5.23B
| $20.3M | 0.03% |
897,016
-120,700
| -12% | -$2.5M |
|
567
Stride
LRN
$3.48B
| $20.2M | 0.03% |
449,400
-74,500
| -14% | -$3.03M |
|
|
IBTD
568
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
| $20.2M | 0.03% |
815,015
+56,715
| +7% | +$1.4M |
|
|
CFLT
569
DELISTED
Confluent
CFLT
| $20.1M | 0.03% |
680,400
-374,000
| -35% | -$12.5M |
|
570
Huazhu Hotels Group
HTHT
$12.5B
| $20.1M | 0.03% |
510,800
-177,900
| -26% | -$7.5M |
|
571
McKesson
MCK
$99.9B
| $20.1M | 0.03% |
46,300
-73,501
| -61% | -$31M |
|
572
LiveRamp
RAMP
$2.31B
| $20M | 0.03% |
693,378
-145,800
| -17% | -$4.31M |
|
573
Toro Company
TTC
$9.21B
| $20M | 0.03% |
240,400
-134,800
| -36% | -$13M |
|
574
Acuity Brands
AYI
$10.8B
| $19.9M | 0.03% |
116,918
-13,382
| -10% | -$2.18M |
|
575
Weyerhaeuser
WY
$17.9B
| $19.9M | 0.03% |
+649,281
| New | +$21.4M |
|
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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.