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 | |
|---|---|---|---|---|---|---|
1301
Liberty Energy
LBRT
$3.56B
| $5.42M | 0.01% |
298,500
-951,300
| -76% | -$18.1M |
|
1302
Capital City Bank Group
CCBG
$898M
| $5.4M | 0.01% |
183,471
+16,300
| +10% | +$473K |
|
1303
Lloyds Banking Group
LYG
$90.1B
| $5.39M | 0.01% |
2,256,235
-749,565
| -25% | -$1.61M |
|
1304
Acme United Corp
ACU
$232M
| $5.35M | 0.01% |
124,807
-4,095
| -3% | -$143K |
|
1305
Veralto
VLTO
$23.8B
| $5.35M | 0.01% |
+65,000
| New | +$4.85M |
|
|
ONTF
1306
DELISTED
ON24
ONTF
| $5.35M | 0.01% |
678,487
+173,353
| +34% | +$1.2M |
|
1307
Tucows
TCX
$128M
| $5.3M | 0.01% |
196,451
-15,100
| -7% | -$321K |
|
1308
Tennant Co
TNC
$1.19B
| $5.28M | 0.01% |
57,000
+28,597
| +101% | +$2.37M |
|
1309
Remitly
RELY
$5.5B
| $5.28M | 0.01% |
+271,900
| New | +$6.09M |
|
1310
Simplify Volatility Premium ETF
SVOL
$539M
| $5.28M | 0.01% |
231,700
+148,400
| +178% | +$3.35M |
|
1311
ANI Pharmaceuticals
ANIP
$1.75B
| $5.27M | 0.01% |
95,599
+55,997
| +141% | +$3.08M |
|
1312
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
| $5.27M | 0.01% |
+45,820
| New | +$4.92M |
|
1313
Methanex
MEOH
$4.32B
| $5.26M | 0.01% |
111,128
-107,620
| -49% | -$4.68M |
|
1314
Enanta Pharmaceuticals
ENTA
$380M
| $5.25M | 0.01% |
558,500
+100,400
| +22% | +$935K |
|
1315
Kamada
KMDA
$434M
| $5.25M | 0.01% |
858,363
-8,142
| -0.9% | -$41K |
|
1316
Capital Group Core Equity ETF
CGUS
$11.8B
| $5.25M | 0.01% |
+185,600
| New | +$4.89M |
|
1317
MasterCraft Boat Holdings
MCFT
$591M
| $5.25M | 0.01% |
232,000
-83,600
| -26% | -$1.8M |
|
1318
Old Second Bancorp
OSBC
$1.31B
| $5.23M | 0.01% |
338,525
-13,900
| -4% | -$201K |
|
|
SMMF
1319
DELISTED
Summit Financial Group, Inc.
SMMF
| $5.21M | 0.01% |
169,635
-400
| -0.2% | -$9.66K |
|
1320
Peapack-Gladstone Financial
PGC
$823M
| $5.2M | 0.01% |
174,520
-18,400
| -10% | -$479K |
|
1321
Regional Management Corp
RM
$308M
| $5.19M | 0.01% |
207,037
-5,869
| -3% | -$142K |
|
1322
Reynolds Consumer Products
REYN
$5.52B
| $5.19M | 0.01% |
193,234
+94,634
| +96% | +$2.47M |
|
1323
Shore Bancshares
SHBI
$802M
| $5.18M | 0.01% |
363,415
+4,800
| +1% | +$56.6K |
|
1324
iShares Core S&P US Value ETF
IUSV
$28B
| $5.15M | 0.01% |
61,100
+35,400
| +138% | +$2.76M |
|
1325
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
| $5.15M | 0.01% |
51,300
+35,300
| +221% | +$3.43M |
|
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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.