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 | |
|---|---|---|---|---|---|---|
1651
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
| $3.17M | ﹤0.01% |
18,700
+8,500
| +83% | +$1.35M |
|
1652
CSP Inc
CSPI
$81.1M
| $3.16M | ﹤0.01% |
324,726
-15,400
| -5% | -$161K |
|
1653
Astronics
ATRO
$4.61B
| $3.16M | ﹤0.01% |
217,741
+47,221
| +28% | +$619K |
|
|
EWCZ
1654
DELISTED
European Wax Center
EWCZ
| $3.15M | ﹤0.01% |
231,800
+206,800
| +827% | +$3M |
|
1655
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.04B
| $3.15M | ﹤0.01% |
+76,800
| New | +$3.06M |
|
|
CBL
1656
CBL Properties
CBL
$1.8B
| $3.14M | ﹤0.01% |
128,600
+22,700
| +21% | +$507K |
|
1657
Columbus McKinnon
CMCO
$556M
| $3.14M | ﹤0.01% |
80,385
-5,500
| -6% | -$193K |
|
1658
Sociedad Química y Minera de Chile
SQM
$21.2B
| $3.14M | ﹤0.01% |
52,100
-34,307
| -40% | -$1.81M |
|
1659
Grupo Cibest SA
CIB
$22.8B
| $3.13M | ﹤0.01% |
101,800
+37,324
| +58% | +$1.01M |
|
1660
Alpha Pro Tech
APT
$55.4M
| $3.11M | ﹤0.01% |
588,567
+7,062
| +1% | +$32.4K |
|
1661
Nordic American Tanker
NAT
$1.42B
| $3.11M | ﹤0.01% |
741,400
-311,800
| -30% | -$1.33M |
|
1662
Allegro MicroSystems
ALGM
$8.27B
| $3.11M | ﹤0.01% |
102,785
-387,315
| -79% | -$11.1M |
|
1663
Heritage Financial
HFWA
$1.22B
| $3.11M | ﹤0.01% |
145,289
-80,200
| -36% | -$1.45M |
|
|
EARN
1664
Ellington Residential Mortgage REIT
EARN
$165M
| $3.1M | ﹤0.01% |
506,280
+53,080
| +12% | +$313K |
|
|
WSR
1665
DELISTED
Whitestone REIT
WSR
| $3.1M | ﹤0.01% |
252,378
-95,806
| -28% | -$1.03M |
|
1666
ProShares Short 20+ Year Treasury ETF
TBF
$107M
| $3.1M | ﹤0.01% |
140,000
+5,100
| +4% | +$126K |
|
|
TWO
1667
Two Harbors Investment
TWO
$1.27B
| $3.09M | ﹤0.01% |
+221,951
| New | +$2.87M |
|
1668
Cushman & Wakefield Ltd
CWK
$3.38B
| $3.09M | ﹤0.01% |
+285,800
| New | +$2.38M |
|
1669
Silicon Motion
SIMO
$9.12B
| $3.09M | ﹤0.01% |
50,379
+35,781
| +245% | +$2.05M |
|
1670
Interface
TILE
$2.19B
| $3.09M | ﹤0.01% |
244,600
+27,400
| +13% | +$281K |
|
1671
iShares MSCI United Kingdom ETF
EWU
$4.13B
| $3.08M | ﹤0.01% |
+93,200
| New | +$2.97M |
|
|
OSG
1672
Octave Specialty Group
OSG
$221M
| $3.08M | ﹤0.01% |
186,744
+61,200
| +49% | +$851K |
|
|
PWOD
1673
DELISTED
Penns Woods Bancorp
PWOD
| $3.07M | ﹤0.01% |
136,387
+28,968
| +27% | +$614K |
|
1674
Vanguard Russell 1000 Growth ETF
VONG
$46.1B
| $3.07M | ﹤0.01% |
39,300
+28,400
| +261% | +$2.07M |
|
1675
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
| $3.06M | ﹤0.01% |
63,800
+56,600
| +786% | +$2.43M |
|
Similar funds
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.