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 | |
|---|---|---|---|---|---|---|
576
Trane Technologies
TT
$105B
| $19.8M | 0.03% |
97,768
-28,300
| -22% | -$5.67M |
|
577
SandRidge Energy
SD
$516M
| $19.8M | 0.03% |
1,262,112
-2,735
| -0.2% | -$43.8K |
|
578
Orion
OEC
$360M
| $19.7M | 0.03% |
926,701
-156,100
| -14% | -$3.41M |
|
|
AY
579
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $19.7M | 0.03% |
1,030,295
+61,440
| +6% | +$1.39M |
|
580
Steven Madden
SHOO
$3.46B
| $19.4M | 0.03% |
611,567
-322,300
| -35% | -$10.7M |
|
581
Jabil
JBL
$38.8B
| $19.4M | 0.03% |
+153,100
| New | +$16.7M |
|
582
Camden Property Trust
CPT
$11.1B
| $19.4M | 0.03% |
205,200
+50,400
| +33% | +$5.36M |
|
583
John B. Sanfilippo & Son
JBSS
$1.01B
| $19.4M | 0.03% |
196,200
+28,700
| +17% | +$3.02M |
|
584
Sumitomo Mitsui Financial
SMFG
$167B
| $19.4M | 0.03% |
1,967,270
-161,000
| -8% | -$1.49M |
|
585
Metallus
MTUS
$892M
| $19.4M | 0.03% |
892,033
+44,187
| +5% | +$963K |
|
586
Grupo Aeroportuario Centro Norte
OMAB
$5.19B
| $19.3M | 0.03% |
222,500
-1,800
| -0.8% | -$163K |
|
|
CWEN.A
587
DELISTED
Clearway Energy Class A
CWEN.A
| $19.3M | 0.03% |
967,129
-32,400
| -3% | -$776K |
|
|
BSCN
588
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| $19.1M | 0.03% |
901,251
+95,163
| +12% | +$2.02M |
|
589
Madison Square Garden
MSGS
$9.94B
| $19.1M | 0.03% |
108,500
-54,300
| -33% | -$10.2M |
|
590
Patterson-UTI
PTEN
$4.16B
| $19.1M | 0.03% |
1,381,430
-1,956,029
| -59% | -$28.6M |
|
|
HCP
591
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $19.1M | 0.03% |
836,600
-155,700
| -16% | -$4.23M |
|
592
Itaú Unibanco
ITUB
$80.9B
| $19.1M | 0.03% |
4,029,485
-1,368,098
| -25% | -$6.82M |
|
593
TripAdvisor
TRIP
$1.29B
| $19.1M | 0.03% |
1,150,310
+256,510
| +29% | +$4.19M |
|
594
Iridium Communications
IRDM
$5.27B
| $19.1M | 0.03% |
418,799
-20,100
| -5% | -$1.04M |
|
595
AvalonBay Communities
AVB
$26.3B
| $19M | 0.03% |
110,914
-84,300
| -43% | -$15.6M |
|
596
Pultegroup
PHM
$24.9B
| $19M | 0.03% |
+257,067
| New | +$20.5M |
|
|
PGTI
597
DELISTED
PGT, Inc.
PGTI
| $18.9M | 0.03% |
682,391
-93,006
| -12% | -$2.56M |
|
598
Synchrony
SYF
$26.1B
| $18.9M | 0.03% |
618,900
+153,900
| +33% | +$5.12M |
|
599
Lear
LEA
$8.16B
| $18.8M | 0.03% |
140,300
-77,100
| -35% | -$11.2M |
|
600
Central Garden & Pet Co Class A
CENTA
$2.41B
| $18.8M | 0.03% |
586,780
-20,875
| -3% | -$666K |
|
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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.