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 | |
|---|---|---|---|---|---|---|
|
ATSG
1751
DELISTED
Air Transport Services Group
ATSG
| $2.41M | ﹤0.01% |
115,600
-18,900
| -14% | -$394K |
|
1752
Bank of Marin Bancorp
BMRC
$458M
| $2.41M | ﹤0.01% |
131,807
+17,639
| +15% | +$341K |
|
|
CLCO
1753
DELISTED
Cool Company
CLCO
| $2.39M | ﹤0.01% |
173,223
+81,329
| +89% | +$1.11M |
|
|
MDRX
1754
DELISTED
Veradigm Inc. Common Stock
MDRX
| $2.39M | ﹤0.01% |
181,565
+36,200
| +25% | +$475K |
|
1755
Lakeland Financial Corp
LKFN
$1.55B
| $2.38M | ﹤0.01% |
50,251
+900
| +2% | +$46.5K |
|
1756
Ecopetrol
EC
$35.3B
| $2.38M | ﹤0.01% |
205,835
-235,760
| -53% | -$2.7M |
|
1757
Selective Insurance
SIGI
$5.62B
| $2.38M | ﹤0.01% |
+23,094
| New | +$2.32M |
|
1758
Paymentus
PAY
$5.27B
| $2.38M | ﹤0.01% |
143,432
-1,868
| -1% | -$24.8K |
|
1759
DMC Global
BOOM
$155M
| $2.37M | ﹤0.01% |
96,968
-83,200
| -46% | -$1.81M |
|
1760
Eastern Company
EML
$153M
| $2.37M | ﹤0.01% |
130,505
-332
| -0.3% | -$6.07K |
|
|
TSE
1761
DELISTED
Trinseo
TSE
| $2.36M | ﹤0.01% |
288,800
+68,100
| +31% | +$864K |
|
1762
Urban Edge Properties
UE
$2.76B
| $2.36M | ﹤0.01% |
154,500
+137,000
| +783% | +$2.24M |
|
1763
Matthews International
MATW
$725M
| $2.34M | ﹤0.01% |
60,253
+48,253
| +402% | +$2.09M |
|
1764
American Water Works
AWK
$27.1B
| $2.34M | ﹤0.01% |
+18,900
| New | +$2.65M |
|
1765
Transact Technologies
TACT
$53.2M
| $2.33M | ﹤0.01% |
362,837
+26,600
| +8% | +$201K |
|
1766
Helmerich & Payne
HP
$4.42B
| $2.32M | ﹤0.01% |
55,100
+32,600
| +145% | +$1.36M |
|
1767
Miller Industries
MLR
$645M
| $2.31M | ﹤0.01% |
58,900
-4,700
| -7% | -$180K |
|
|
LSEA
1768
DELISTED
Landsea Homes
LSEA
| $2.31M | ﹤0.01% |
256,600
+20,000
| +8% | +$200K |
|
1769
Omega Flex
OFLX
$289M
| $2.31M | ﹤0.01% |
29,280
-3,200
| -10% | -$276K |
|
1770
Camping World
CWH
$662M
| $2.3M | ﹤0.01% |
+112,900
| New | +$2.97M |
|
1771
Kadant
KAI
$3.95B
| $2.3M | ﹤0.01% |
10,200
-13,599
| -57% | -$2.94M |
|
1772
First Watch Restaurant Group
FWRG
$785M
| $2.3M | ﹤0.01% |
133,000
+15,900
| +14% | +$293K |
|
1773
ANI Pharmaceuticals
ANIP
$1.76B
| $2.3M | ﹤0.01% |
39,602
-21,700
| -35% | -$1.25M |
|
1774
Oric Pharmaceuticals
ORIC
$1.44B
| $2.3M | ﹤0.01% |
379,800
+36,100
| +11% | +$296K |
|
1775
Moog Inc Class A
MOG.A
$14B
| $2.29M | ﹤0.01% |
20,300
-26,700
| -57% | -$2.99M |
|
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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.