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 | |
|---|---|---|---|---|---|---|
1601
SmartFinancial
SMBK
$902M
| $3.4M | 0.01% |
138,674
-200
| -0.1% | -$4.43K |
|
|
ACLX
1602
DELISTED
Arcellx
ACLX
| $3.39M | 0.01% |
61,100
+7,300
| +14% | +$329K |
|
1603
Comp X International
CIX
$385M
| $3.39M | 0.01% |
134,144
-1,454
| -1% | -$30.1K |
|
1604
ARKO Corp
ARKO
$544M
| $3.38M | 0.01% |
410,300
-472
| -0.1% | -$3.61K |
|
1605
Vera Bradley
VRA
$93M
| $3.38M | 0.01% |
438,840
+11,500
| +3% | +$83.7K |
|
1606
Dolby
DLB
$5.84B
| $3.38M | 0.01% |
39,200
-26,700
| -41% | -$2.25M |
|
1607
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
| $3.38M | 0.01% |
+50,789
| New | +$3.19M |
|
1608
Dycom Industries
DY
$12.6B
| $3.37M | 0.01% |
29,300
-25,600
| -47% | -$2.43M |
|
|
ORC
1609
Orchid Island Capital
ORC
$1.33B
| $3.37M | 0.01% |
399,960
-223,400
| -36% | -$1.67M |
|
1610
AtriCure
ATRC
$2.25B
| $3.37M | 0.01% |
94,300
-47,100
| -33% | -$1.75M |
|
|
ASRT
1611
DELISTED
Assertio
ASRT
| $3.36M | 0.01% |
209,501
+39,060
| +23% | +$966K |
|
1612
iShares Core MSCI Europe ETF
IEUR
$9.15B
| $3.36M | 0.01% |
+61,000
| New | +$3.12M |
|
1613
Brown-Forman Class A
BF.A
$13.3B
| $3.35M | 0.01% |
56,276
-14,400
| -20% | -$847K |
|
|
VRE
1614
DELISTED
Veris Residential
VRE
| $3.35M | 0.01% |
213,112
-314,657
| -60% | -$4.68M |
|
|
PTVE
1615
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $3.35M | 0.01% |
244,200
+51,500
| +27% | +$542K |
|
|
TIXT
1616
DELISTED
TELUS International
TIXT
| $3.33M | 0.01% |
388,400
+3,895
| +1% | +$28.3K |
|
1617
Pediatrix Medical
MD
$2.16B
| $3.32M | 0.01% |
357,300
+309,100
| +641% | +$3.2M |
|
|
PLYM
1618
DELISTED
Plymouth Industrial REIT
PLYM
| $3.32M | 0.01% |
137,812
+16,200
| +13% | +$352K |
|
1619
Teleflex
TFX
$5.81B
| $3.32M | 0.01% |
13,300
-50,600
| -79% | -$10.8M |
|
|
BRY
1620
DELISTED
Berry Corp
BRY
| $3.31M | 0.01% |
471,400
+287,700
| +157% | +$2.16M |
|
1621
First Bancorp
FNLC
$402M
| $3.31M | 0.01% |
117,163
-800
| -0.7% | -$19.9K |
|
1622
Taboola.com
TBLA
$1.09B
| $3.31M | 0.01% |
763,510
+455,110
| +148% | +$1.72M |
|
1623
Haemonetics
HAE
$4.13B
| $3.29M | 0.01% |
38,500
-103,800
| -73% | -$8.97M |
|
1624
Magnachip Semiconductor
MX
$139M
| $3.28M | 0.01% |
437,688
+350,900
| +404% | +$2.56M |
|
1625
Excelerate Energy
EE
$1.15B
| $3.28M | 0.01% |
212,264
+68,764
| +48% | +$1.11M |
|
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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.