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 | 19.37% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Consumer Staples | 10.13% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Arrow Electronics
ARW
$10.6B
| $8.37M | 0.01% |
66,800
+47,000
| +237% | +$6.27M |
|
|
CTG
1027
DELISTED
Computer Task Group, Inc.
CTG
| $8.37M | 0.01% |
809,757
+61,700
| +8% | +$568K |
|
1028
AptarGroup
ATR
$8.43B
| $8.35M | 0.01% |
66,800
-82,100
| -55% | -$10.1M |
|
1029
Innodata
INOD
$2.03B
| $8.31M | 0.01% |
973,790
+147,500
| +18% | +$1.65M |
|
|
GMS
1030
DELISTED
GMS Inc
GMS
| $8.28M | 0.01% |
129,400
+18,000
| +16% | +$1.25M |
|
|
MRC
1031
DELISTED
MRC Global
MRC
| $8.27M | 0.01% |
806,700
+64,200
| +9% | +$645K |
|
1032
Molson Coors Class B
TAP
$7.85B
| $8.27M | 0.01% |
130,000
+121,900
| +1,505% | +$7.93M |
|
1033
Hudbay
HBM
$11.8B
| $8.23M | 0.01% |
1,689,929
-504,600
| -23% | -$2.56M |
|
1034
Camden National
CAC
$990M
| $8.2M | 0.01% |
290,700
+16,651
| +6% | +$538K |
|
1035
Central Pacific Financial
CPF
$1B
| $8.2M | 0.01% |
491,653
+2,457
| +0.5% | +$41.9K |
|
1036
Ryan Specialty Holdings
RYAN
$11B
| $8.15M | 0.01% |
168,300
+95,280
| +130% | +$4.42M |
|
1037
Zurn Elkay Water Solutions
ZWS
$8.41B
| $8.09M | 0.01% |
288,693
-143,930
| -33% | -$4.11M |
|
1038
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.4B
| $8.07M | 0.01% |
659,086
-164,698
| -20% | -$2.33M |
|
1039
iShares China Large-Cap ETF
FXI
$4.16B
| $8.07M | 0.01% |
+304,200
| New | +$8.4M |
|
|
ROIC
1040
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $8.07M | 0.01% |
651,500
+43,300
| +7% | +$597K |
|
|
WIRE
1041
DELISTED
Encore Wire Corp
WIRE
| $8.06M | 0.01% |
44,178
-59,400
| -57% | -$10.1M |
|
1042
Eastern Bankshares
EBC
$5.34B
| $8.03M | 0.01% |
640,088
+118,488
| +23% | +$1.59M |
|
1043
Knife River
KNF
$3.74B
| $8.01M | 0.01% |
+164,100
| New | +$7.79M |
|
1044
UMB Financial
UMBF
$11.4B
| $8.01M | 0.01% |
129,100
+23,900
| +23% | +$1.55M |
|
1045
Fiverr
FVRR
$311M
| $8M | 0.01% |
327,000
+37,900
| +13% | +$1.07M |
|
1046
Teck Resources
TECK
$31.3B
| $7.99M | 0.01% |
185,488
+174,780
| +1,632% | +$7.24M |
|
|
MCBC
1047
DELISTED
Macatawa Bank Corp
MCBC
| $7.99M | 0.01% |
891,159
+25,000
| +3% | +$234K |
|
1048
WisdomTree
WT
$3.44B
| $7.97M | 0.01% |
1,137,979
-381,744
| -25% | -$2.67M |
|
1049
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $7.96M | 0.01% |
174,144
-89,656
| -34% | -$4.09M |
|
1050
Oshkosh
OSK
$9.41B
| $7.95M | 0.01% |
83,300
-1,100
| -1% | -$107K |
|
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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.