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 |
Meta Platforms (Facebook)
META
|
+$653M |
| 2 |
Amazon
AMZN
|
+$602M |
| 3 |
ExxonMobil
XOM
|
+$473M |
| 4 |
Tesla
TSLA
|
+$437M |
| 5 |
Starbucks
SBUX
|
+$380M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$511M |
| 2 |
Netflix
NFLX
|
+$427M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$397M |
| 4 |
Nike
NKE
|
+$373M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
576
EPAM Systems
EPAM
$5.24B
| $22.3M | 0.03% |
74,926
-20,000
| -21% | -$5.08M |
|
577
Lincoln National
LNC
$8.67B
| $22.2M | 0.03% |
824,074
+103,100
| +14% | +$2.48M |
|
578
Commerce Bancshares
CBSH
$8.61B
| $22.1M | 0.03% |
456,168
-120,600
| -21% | -$5.2M |
|
579
iQIYI
IQ
$1.31B
| $22M | 0.03% |
4,518,200
-2,572,400
| -36% | -$12.2M |
|
580
Amgen
AMGN
$226B
| $22M | 0.03% |
76,500
+12,200
| +19% | +$3.32M |
|
581
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
| $22M | 0.03% |
+467,100
| New | +$21M |
|
582
NNN REIT
NNN
$8.87B
| $21.9M | 0.03% |
508,900
+74,800
| +17% | +$2.9M |
|
583
Leidos
LDOS
$17.9B
| $21.9M | 0.03% |
+202,550
| New | +$20.6M |
|
584
Edison International
EIX
$27.2B
| $21.8M | 0.03% |
+305,300
| New | +$20.1M |
|
585
Atlanta Braves Holdings Series B
BATRK
$3.41B
| $21.8M | 0.03% |
550,348
-126,900
| -19% | -$4.63M |
|
586
Mercantile Bank Corp
MBWM
$1.06B
| $21.7M | 0.03% |
538,413
+3,700
| +0.7% | +$130K |
|
|
BELFB
587
Bel Fuse Inc Class B
BELFB
$4.13B
| $21.7M | 0.03% |
324,837
-34,214
| -10% | -$1.83M |
|
588
Prestige Consumer Healthcare
PBH
$2.43B
| $21.7M | 0.03% |
354,002
-46,200
| -12% | -$2.74M |
|
589
Jabil
JBL
$38.8B
| $21.6M | 0.03% |
169,700
+16,600
| +11% | +$2.11M |
|
590
Ingles Markets
IMKTA
$1.68B
| $21.5M | 0.03% |
248,958
+10,374
| +4% | +$845K |
|
|
SMAR
591
DELISTED
Smartsheet Inc.
SMAR
| $21.5M | 0.03% |
449,000
-72,100
| -14% | -$3.07M |
|
592
Stantec
STN
$8.44B
| $21.4M | 0.03% |
266,600
+7,500
| +3% | +$520K |
|
593
Nucor
NUE
$61.8B
| $21.4M | 0.03% |
+122,700
| New | +$19.5M |
|
|
PAMT
594
PAMT Corp
PAMT
$285M
| $21.3M | 0.03% |
1,026,808
-17,800
| -2% | -$346K |
|
595
Liberty Media Series A
FWONA
$23.7B
| $21.3M | 0.03% |
367,322
+103,725
| +39% | +$6.09M |
|
|
SRDX
596
DELISTED
Surmodics
SRDX
| $21.2M | 0.03% |
584,138
+6,073
| +1% | +$199K |
|
597
Weis Markets
WMK
$1.77B
| $21.2M | 0.03% |
331,336
-26,700
| -7% | -$1.7M |
|
|
GTM
598
ZoomInfo Technologies
GTM
$1.25B
| $21.1M | 0.03% |
1,142,416
-1,068,384
| -48% | -$16.8M |
|
599
HEICO Corp Class A
HEI.A
$38.1B
| $21.1M | 0.03% |
148,004
-56,000
| -27% | -$7.58M |
|
|
CWAN
600
DELISTED
Clearwater Analytics
CWAN
| $21.1M | 0.03% |
1,052,000
+541,355
| +106% | +$10.7M |
|
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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.