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 | |
|---|---|---|---|---|---|---|
701
Malibu Boats
MBUU
$573M
| $15.1M | 0.03% |
307,301
-24,900
| -7% | -$1.34M |
|
702
Vicor
VICR
$10.4B
| $15.1M | 0.03% |
255,800
+190,500
| +292% | +$12.6M |
|
703
Valmont Industries
VMI
$9.5B
| $15M | 0.03% |
62,600
+23,900
| +62% | +$6.14M |
|
|
BECN
704
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $15M | 0.03% |
+194,257
| New | +$15.7M |
|
|
VMEO
705
DELISTED
Vimeo
VMEO
| $15M | 0.03% |
4,228,700
-154,300
| -4% | -$612K |
|
706
Helen of Troy
HELE
$699M
| $14.9M | 0.03% |
128,210
-154,300
| -55% | -$19.2M |
|
707
Kraft Heinz
KHC
$30.1B
| $14.9M | 0.03% |
444,100
-1,412,400
| -76% | -$48.8M |
|
708
Commercial Vehicle Group
CVGI
$130M
| $14.9M | 0.03% |
1,922,004
-79,800
| -4% | -$752K |
|
709
Towne Bank
TOWN
$3.5B
| $14.9M | 0.03% |
650,282
+241
| +0% | +$5.8K |
|
710
Liberty Media Series A
FWONA
$23.7B
| $14.9M | 0.03% |
263,597
-5,664
| -2% | -$345K |
|
711
Teekay Tankers
TNK
$2.9B
| $14.9M | 0.03% |
357,112
+90,700
| +34% | +$3.7M |
|
|
IBTE
712
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
| $14.8M | 0.03% |
621,720
+491,620
| +378% | +$11.7M |
|
713
Waterstone Financial
WSBF
$385M
| $14.7M | 0.03% |
1,344,236
+30,500
| +2% | +$400K |
|
714
DaVita
DVA
$11.4B
| $14.7M | 0.03% |
+155,500
| New | +$15.9M |
|
715
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $14.7M | 0.03% |
143,900
+81,000
| +129% | +$8.54M |
|
716
Vishay Intertechnology
VSH
$5.11B
| $14.6M | 0.02% |
590,925
+259,900
| +79% | +$7M |
|
717
Unum
UNM
$14.7B
| $14.6M | 0.02% |
296,000
-15,700
| -5% | -$767K |
|
718
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $14.6M | 0.02% |
496,400
+390,600
| +369% | +$11.5M |
|
719
Cemex
CX
$16B
| $14.5M | 0.02% |
+2,237,493
| New | +$16.6M |
|
720
Interactive Brokers
IBKR
$41.4B
| $14.5M | 0.02% |
668,400
-326,400
| -33% | -$7.26M |
|
721
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $14.4M | 0.02% |
209,700
-29,000
| -12% | -$2.12M |
|
722
SEI Investments
SEIC
$12.8B
| $14.4M | 0.02% |
238,926
-90,500
| -27% | -$5.57M |
|
723
Adeia
ADEA
$3.16B
| $14.4M | 0.02% |
1,346,843
+71,300
| +6% | +$758K |
|
724
HEICO Corp
HEI
$51.9B
| $14.4M | 0.02% |
88,700
+19,900
| +29% | +$3.38M |
|
725
Nutrien
NTR
$32.2B
| $14.3M | 0.02% |
231,485
-1,090,110
| -82% | -$69M |
|
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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.