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 | |
|---|---|---|---|---|---|---|
|
EGLE
976
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $9.52M | 0.01% |
171,800
-16,200
| -9% | -$732K |
|
977
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $9.49M | 0.01% |
122,700
+32,700
| +36% | +$2.48M |
|
978
Dorian LPG
LPG
$1.91B
| $9.48M | 0.01% |
216,100
-105,260
| -33% | -$3.91M |
|
979
Check Point Software Technologies
CHKP
$13.2B
| $9.44M | 0.01% |
61,800
-162,200
| -72% | -$22.9M |
|
980
Vaalco Energy
EGY
$602M
| $9.43M | 0.01% |
2,100,891
-192,127
| -8% | -$845K |
|
981
Crawford & Co Class B
CRD.B
$576M
| $9.43M | 0.01% |
721,010
+27,400
| +4% | +$261K |
|
|
SP
982
DELISTED
SP Plus Corporation
SP
| $9.36M | 0.01% |
182,600
+44,277
| +32% | +$2.22M |
|
|
OPTU
983
Optimum Communications Inc
OPTU
$227M
| $9.36M | 0.01% |
2,878,800
+1,571,400
| +120% | +$4.12M |
|
|
DSKE
984
DELISTED
Daseke, Inc. Common Stock
DSKE
| $9.31M | 0.01% |
1,149,239
+156,000
| +16% | +$755K |
|
985
Cadence Design Systems
CDNS
$89.2B
| $9.29M | 0.01% |
+34,100
| New | +$8.79M |
|
986
Brinker International
EAT
$10.2B
| $9.27M | 0.01% |
+214,700
| New | +$7.72M |
|
|
ARC
987
DELISTED
ARC Document Solutions, Inc.
ARC
| $9.25M | 0.01% |
2,821,197
+65,400
| +2% | +$192K |
|
988
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $9.24M | 0.01% |
+296,205
| New | +$8.85M |
|
989
Ooma
OOMA
$553M
| $9.23M | 0.01% |
860,703
+67,800
| +9% | +$770K |
|
990
Vertex
VERX
$2.15B
| $9.23M | 0.01% |
342,700
+62,300
| +22% | +$1.6M |
|
991
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.9B
| $9.2M | 0.01% |
+184,300
| New | +$8.9M |
|
992
Preferred Bank
PFBC
$1.26B
| $9.16M | 0.01% |
125,455
-13,500
| -10% | -$879K |
|
993
Patterson-UTI
PTEN
$4.16B
| $9.15M | 0.01% |
847,220
-534,210
| -39% | -$6.5M |
|
994
Jefferies Financial Group
JEF
$12.9B
| $9.12M | 0.01% |
+225,589
| New | +$7.98M |
|
995
Cellebrite
CLBT
$2.69B
| $9.1M | 0.01% |
1,051,156
+727,756
| +225% | +$5.66M |
|
|
NARI
996
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $9.1M | 0.01% |
140,199
-246,900
| -64% | -$14.9M |
|
997
Itron
ITRI
$4.5B
| $9.1M | 0.01% |
120,461
-27,700
| -19% | -$1.8M |
|
|
BERY
998
DELISTED
Berry Global Group, Inc.
BERY
| $9.07M | 0.01% |
146,620
-22,106
| -13% | -$1.25M |
|
999
Shenandoah Telecom
SHEN
$721M
| $9.07M | 0.01% |
419,571
+40,000
| +11% | +$896K |
|
|
TGNA
1000
DELISTED
TEGNA Inc
TGNA
| $9.02M | 0.01% |
589,721
-48,883
| -8% | -$733K |
|
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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.