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 | |
|---|---|---|---|---|---|---|
151
Herbalife
HLF
$1.23B
| $90.4M | 0.14% |
5,926,601
-126,100
| -2% | -$1.74M |
|
152
Ferguson
FERG
$48.7B
| $89.5M | 0.14% |
463,600
+29,700
| +7% | +$5.01M |
|
|
VGR
153
DELISTED
Vector Group Ltd.
VGR
| $87.6M | 0.14% |
7,767,815
+91,795
| +1% | +$996K |
|
154
3M
MMM
$94.4B
| $87.5M | 0.14% |
957,757
+486,294
| +103% | +$39M |
|
155
Intel
INTC
$493B
| $87.2M | 0.14% |
+1,735,308
| New | +$70.5M |
|
156
HubSpot
HUBS
$11B
| $86.2M | 0.13% |
148,500
-33,674
| -18% | -$16.2M |
|
157
Fortis
FTS
$28.6B
| $85.4M | 0.13% |
2,077,102
-68,176
| -3% | -$2.75M |
|
158
Sysco
SYY
$40.3B
| $85.3M | 0.13% |
1,166,900
-31,200
| -3% | -$2.15M |
|
159
Wheaton Precious Metals
WPM
$61B
| $84.7M | 0.13% |
1,715,908
-421,125
| -20% | -$19.1M |
|
160
Antero Resources
AR
$11.6B
| $84.5M | 0.13% |
3,725,939
-755,236
| -17% | -$19.1M |
|
161
Cencora
COR
$63.7B
| $83.9M | 0.13% |
408,300
+390,500
| +2,194% | +$76.2M |
|
162
Lockheed Martin
LMT
$138B
| $83.4M | 0.13% |
184,000
-146,300
| -44% | -$64.8M |
|
163
Teradata
TDC
$2.5B
| $82.9M | 0.13% |
1,906,157
+172,221
| +10% | +$7.74M |
|
164
Delta Air Lines
DAL
$59.5B
| $82.2M | 0.13% |
2,042,520
-6,144,100
| -75% | -$223M |
|
165
Entergy
ETR
$49.7B
| $82.1M | 0.13% |
1,623,600
+1,372,400
| +546% | +$67M |
|
166
UnitedHealth
UNH
$361B
| $82M | 0.13% |
+155,826
| New | +$83.1M |
|
167
Sherwin-Williams
SHW
$88.5B
| $81.5M | 0.13% |
261,200
-144,600
| -36% | -$38.9M |
|
168
Salesforce
CRM
$162B
| $81.4M | 0.13% |
309,428
+89,045
| +40% | +$20.2M |
|
169
Fidelity National Information Services
FIS
$22.1B
| $81.2M | 0.13% |
1,351,442
+887,700
| +191% | +$48.7M |
|
170
JD.com
JD
$43.1B
| $80.8M | 0.13% |
2,795,500
+2,572,700
| +1,155% | +$69.7M |
|
171
J.M. Smucker
SJM
$12.5B
| $80.4M | 0.12% |
635,922
-452,958
| -42% | -$52.5M |
|
172
DraftKings
DKNG
$12.6B
| $80.2M | 0.12% |
2,274,711
+1,154,178
| +103% | +$38.6M |
|
173
Rogers Communications
RCI
$19.1B
| $80.1M | 0.12% |
1,711,269
-464,600
| -21% | -$19.4M |
|
174
Targa Resources
TRGP
$56.9B
| $79.1M | 0.12% |
910,400
-299,386
| -25% | -$25.7M |
|
175
Perdoceo Education
PRDO
$1.95B
| $79.1M | 0.12% |
4,502,587
+109,800
| +2% | +$1.94M |
|
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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.