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 | |
|---|---|---|---|---|---|---|
876
Build-A-Bear
BBW
$474M
| $10.8M | 0.02% |
368,379
+146,300
| +66% | +$3.7M |
|
877
Pebblebrook Hotel Trust
PEB
$2.04B
| $10.8M | 0.02% |
794,695
+156,300
| +24% | +$2.24M |
|
878
BellRing Brands
BRBR
$1.26B
| $10.8M | 0.02% |
260,978
+108,878
| +72% | +$4.17M |
|
879
The RMR Group
RMR
$337M
| $10.7M | 0.02% |
438,014
+11,400
| +3% | +$275K |
|
880
CarGurus
CARG
$3.29B
| $10.7M | 0.02% |
612,200
-310,600
| -34% | -$6.14M |
|
881
Invesco Mortgage Capital
IVR
$802M
| $10.7M | 0.02% |
1,069,652
+267,152
| +33% | +$2.95M |
|
882
Willis Lease Finance
WLFC
$1.21B
| $10.7M | 0.02% |
759,291
-18,600
| -2% | -$262K |
|
883
Dollar Tree
DLTR
$24.7B
| $10.6M | 0.02% |
100,003
-209,600
| -68% | -$28.1M |
|
884
Paycom
PAYC
$9.52B
| $10.6M | 0.02% |
41,050
-350,700
| -90% | -$107M |
|
885
US Foods
USFD
$24B
| $10.6M | 0.02% |
268,000
+164,200
| +158% | +$6.81M |
|
|
CVSA
886
Covista Inc
CVSA
$4.36B
| $10.6M | 0.02% |
247,900
+81,200
| +49% | +$3.43M |
|
887
Northrop Grumman
NOC
$82B
| $10.6M | 0.02% |
+24,100
| New | +$10.6M |
|
888
Loews
L
$23.1B
| $10.6M | 0.02% |
167,200
+93,500
| +127% | +$5.83M |
|
889
RCM Technologies
RCMT
$202M
| $10.6M | 0.02% |
540,973
-57,100
| -10% | -$1.12M |
|
890
Dell
DELL
$320B
| $10.6M | 0.02% |
153,278
-197,884
| -56% | -$11.8M |
|
891
C.H. Robinson
CHRW
$17.1B
| $10.6M | 0.02% |
122,608
-398,546
| -76% | -$37.2M |
|
892
OraSure Technologies
OSUR
$259M
| $10.5M | 0.02% |
1,776,712
+144,930
| +9% | +$814K |
|
893
Independent Bank
INDB
$4.05B
| $10.5M | 0.02% |
214,239
-27,557
| -11% | -$1.47M |
|
|
UHT
894
Universal Health Realty Income Trust
UHT
$573M
| $10.5M | 0.02% |
258,910
+4,600
| +2% | +$213K |
|
|
BLD
895
DELISTED
TopBuild
BLD
| $10.5M | 0.02% |
41,600
+4,400
| +12% | +$1.21M |
|
896
Invesco Senior Loan ETF
BKLN
$6.76B
| $10.4M | 0.02% |
497,700
-1,035,400
| -68% | -$21.8M |
|
897
Saia
SAIA
$10.1B
| $10.4M | 0.02% |
+26,098
| New | +$10.5M |
|
898
Future Fuel
FF
$249M
| $10.4M | 0.02% |
1,447,600
-12,494
| -0.9% | -$102K |
|
|
BRKL
899
DELISTED
Brookline Bancorp
BRKL
| $10.4M | 0.02% |
1,137,888
+27,500
| +2% | +$266K |
|
900
OneSpaWorld
OSW
$2.73B
| $10.4M | 0.02% |
922,700
+274,000
| +42% | +$3.19M |
|
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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.