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 | |
|---|---|---|---|---|---|---|
|
DHIL
726
DELISTED
Diamond Hill
DHIL
| $15.6M | 0.02% |
94,246
+2,800
| +3% | +$453K |
|
727
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
| $15.6M | 0.02% |
+283,800
| New | +$15.3M |
|
728
Tootsie Roll Industries
TR
$3.02B
| $15.6M | 0.02% |
511,369
-60,393
| -11% | -$1.77M |
|
729
Vanda Pharmaceuticals
VNDA
$304M
| $15.5M | 0.02% |
3,681,125
+415,100
| +13% | +$1.67M |
|
730
Mine Safety
MSA
$7.32B
| $15.5M | 0.02% |
91,900
+5,400
| +6% | +$878K |
|
731
ZipRecruiter
ZIP
$388M
| $15.5M | 0.02% |
1,114,900
+149,900
| +16% | +$1.85M |
|
732
Safe Bulkers
SB
$781M
| $15.5M | 0.02% |
3,934,886
+510,600
| +15% | +$1.8M |
|
733
UBS Group
UBS
$176B
| $15.5M | 0.02% |
500,391
-337,600
| -40% | -$8.88M |
|
734
Halliburton
HAL
$27.4B
| $15.4M | 0.02% |
+424,695
| New | +$16.3M |
|
735
Lattice Semiconductor
LSCC
$18.2B
| $15.3M | 0.02% |
222,500
-113,800
| -34% | -$7.56M |
|
736
Southern Company
SO
$107B
| $15.3M | 0.02% |
+218,400
| New | +$15M |
|
|
PBPB
737
DELISTED
Potbelly
PBPB
| $15.3M | 0.02% |
1,469,154
-49,432
| -3% | -$449K |
|
738
ATN International
ATNI
$491M
| $15.3M | 0.02% |
392,600
-11,700
| -3% | -$386K |
|
739
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $15.2M | 0.02% |
133,700
+107,600
| +412% | +$11.3M |
|
740
Rush Enterprises Class A
RUSHA
$9.62B
| $15.2M | 0.02% |
302,364
-10,600
| -3% | -$428K |
|
741
Universal Technical Institute
UTI
$1.42B
| $15.1M | 0.02% |
1,209,194
+48,400
| +4% | +$491K |
|
742
Independent Bank Corp
IBCP
$854M
| $15.1M | 0.02% |
581,500
-39,000
| -6% | -$832K |
|
743
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
| $15.1M | 0.02% |
+316,600
| New | +$14.9M |
|
744
LKQ Corp
LKQ
$6.38B
| $15.1M | 0.02% |
315,960
-201,400
| -39% | -$9.4M |
|
745
Pinnacle West Capital
PNW
$12.2B
| $15.1M | 0.02% |
210,099
+122,676
| +140% | +$9.01M |
|
746
Spok Holdings
SPOK
$230M
| $15.1M | 0.02% |
974,222
-116,000
| -11% | -$1.78M |
|
747
Diageo
DEO
$52.8B
| $15M | 0.02% |
103,300
+54,570
| +112% | +$8.06M |
|
748
Casey's General Stores
CASY
$31.6B
| $15M | 0.02% |
54,572
+43,100
| +376% | +$11.8M |
|
749
Gibraltar Industries
ROCK
$1.45B
| $15M | 0.02% |
189,665
+13,765
| +8% | +$941K |
|
750
Carriage Services
CSV
$555M
| $14.9M | 0.02% |
594,100
-47,000
| -7% | -$1.11M |
|
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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.