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 | |
|---|---|---|---|---|---|---|
976
Golar LNG
GLNG
$5.21B
| $9.13M | 0.02% |
376,204
+75,312
| +25% | +$1.74M |
|
977
Schwab Short-Term US Treasury ETF
SCHO
$13B
| $9.11M | 0.02% |
+380,638
| New | +$9.12M |
|
978
Essex Property Trust
ESS
$18.1B
| $9.08M | 0.02% |
+42,826
| New | +$10M |
|
979
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $9.03M | 0.02% |
191,176
-27,124
| -12% | -$1.29M |
|
980
Delek US
DK
$4.12B
| $9.01M | 0.02% |
+317,269
| New | +$8.57M |
|
|
BSCO
981
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| $9.01M | 0.02% |
435,784
+139,043
| +47% | +$2.87M |
|
982
Itron
ITRI
$4.49B
| $8.98M | 0.02% |
148,161
+84,800
| +134% | +$5.82M |
|
983
AXIS Capital
AXS
$7.26B
| $8.95M | 0.02% |
158,696
-24,200
| -13% | -$1.34M |
|
984
Cognex
CGNX
$10.4B
| $8.94M | 0.02% |
210,556
+206,456
| +5,036% | +$10.2M |
|
985
Banco Bradesco
BBD
$34.3B
| $8.92M | 0.02% |
3,130,895
+21,623
| +0.7% | +$68.4K |
|
986
EXL Service
EXLS
$5.36B
| $8.92M | 0.02% |
318,200
-242,800
| -43% | -$7.11M |
|
987
Churchill Downs
CHDN
$6.2B
| $8.92M | 0.02% |
+76,850
| New | +$9.51M |
|
988
Gerdau
GGB
$9.48B
| $8.88M | 0.02% |
2,232,594
-1,850,605
| -45% | -$8.22M |
|
989
Agilon Health
AGL
$1.45B
| $8.84M | 0.02% |
19,912
-47,268
| -70% | -$21.4M |
|
990
Timken Company
TKR
$9.03B
| $8.84M | 0.02% |
+120,300
| New | +$9.76M |
|
991
Park Hotels & Resorts
PK
$2.99B
| $8.84M | 0.02% |
717,552
-549,800
| -43% | -$7.11M |
|
|
CLDT
992
Chatham Lodging
CLDT
$590M
| $8.81M | 0.02% |
920,575
-48,000
| -5% | -$458K |
|
993
Guidewire Software
GWRE
$14.4B
| $8.79M | 0.02% |
+97,700
| New | +$8.16M |
|
994
Atlanta Braves Holdings Series A
BATRA
$3.63B
| $8.78M | 0.02% |
224,600
+600
| +0.3% | +$25.4K |
|
|
ARC
995
DELISTED
ARC Document Solutions, Inc.
ARC
| $8.76M | 0.01% |
2,755,797
-23,399
| -0.8% | -$79.3K |
|
996
Entravision Communication
EVC
$820M
| $8.74M | 0.01% |
2,395,843
-91,674
| -4% | -$373K |
|
997
Nature's Sunshine
NATR
$273M
| $8.74M | 0.01% |
527,597
+3,658
| +0.7% | +$55.6K |
|
|
DCH
998
Dauch Corp
DCH
$1.61B
| $8.73M | 0.01% |
1,202,499
+737,800
| +159% | +$5.93M |
|
999
HP
HPQ
$28.6B
| $8.73M | 0.01% |
+339,700
| New | +$10.4M |
|
1000
Melco Resorts & Entertainment
MLCO
$2.14B
| $8.72M | 0.01% |
882,200
+227,100
| +35% | +$2.63M |
|
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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.