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 | |
|---|---|---|---|---|---|---|
751
AptarGroup
ATR
$8.43B
| $14.8M | 0.02% |
120,100
+53,300
| +80% | +$6.7M |
|
752
FirstCash
FCFS
$9.14B
| $14.8M | 0.02% |
136,841
+27,600
| +25% | +$2.99M |
|
753
Owens Corning
OC
$12.3B
| $14.8M | 0.02% |
+100,000
| New | +$13.2M |
|
754
National Presto Industries
NPK
$987M
| $14.8M | 0.02% |
184,200
+2,800
| +2% | +$215K |
|
755
Univest Financial
UVSP
$1.19B
| $14.8M | 0.02% |
671,089
-28,680
| -4% | -$537K |
|
756
NRC Health Common Stock
NRC
$471M
| $14.8M | 0.02% |
373,584
+6,200
| +2% | +$260K |
|
|
EB
757
DELISTED
Eventbrite
EB
| $14.8M | 0.02% |
1,765,596
+448,052
| +34% | +$3.63M |
|
|
ETRN
758
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $14.8M | 0.02% |
1,449,010
-236,589
| -14% | -$2.23M |
|
759
Village Super Market
VLGEA
$638M
| $14.7M | 0.02% |
562,084
+1,400
| +0.2% | +$34.4K |
|
760
Ericsson
ERIC
$33.6B
| $14.7M | 0.02% |
2,337,601
+1,000,001
| +75% | +$5.07M |
|
761
Park Aerospace
PKE
$811M
| $14.7M | 0.02% |
1,000,597
-11,000
| -1% | -$165K |
|
|
ATRI
762
DELISTED
Atrion Corp
ATRI
| $14.7M | 0.02% |
38,709
-100
| -0.3% | -$34.6K |
|
763
iShares California Muni Bond ETF
CMF
$4.63B
| $14.6M | 0.02% |
+252,800
| New | +$14.1M |
|
|
HTB
764
HomeTrust Bancshares
HTB
$837M
| $14.6M | 0.02% |
543,923
+10,508
| +2% | +$240K |
|
765
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $14.6M | 0.02% |
302,669
+111,493
| +58% | +$5.29M |
|
766
Ally Financial
ALLY
$13.6B
| $14.6M | 0.02% |
418,600
+103,100
| +33% | +$2.88M |
|
|
OLP
767
One Liberty Properties
OLP
$537M
| $14.6M | 0.02% |
667,029
-19,945
| -3% | -$398K |
|
768
Global Industrial
GIC
$1.49B
| $14.6M | 0.02% |
375,874
+3,800
| +1% | +$135K |
|
769
East-West Bancorp
EWBC
$18.6B
| $14.6M | 0.02% |
202,433
-139,500
| -41% | -$8.4M |
|
|
CVSA
770
Covista Inc
CVSA
$4.49B
| $14.5M | 0.02% |
246,600
-1,300
| -0.5% | -$69.3K |
|
|
ALX
771
Alexander's
ALX
$1.4B
| $14.5M | 0.02% |
67,826
-4,000
| -6% | -$757K |
|
772
Gentex
GNTX
$4.99B
| $14.4M | 0.02% |
441,196
-422,827
| -49% | -$13.1M |
|
773
Malibu Boats
MBUU
$573M
| $14.4M | 0.02% |
262,001
-45,300
| -15% | -$2.17M |
|
774
TG Therapeutics
TGTX
$7.34B
| $14.3M | 0.02% |
839,200
-537,262
| -39% | -$6.24M |
|
775
Pembina Pipeline
PBA
$28.4B
| $14.3M | 0.02% |
414,948
+189,284
| +84% | +$6.07M |
|
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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.