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 | |
|---|---|---|---|---|---|---|
1751
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
| $2.72M | ﹤0.01% |
+18,500
| New | +$2.56M |
|
1752
iShares International Select Dividend ETF
IDV
$8.59B
| $2.72M | ﹤0.01% |
+97,200
| New | +$2.53M |
|
1753
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $2.71M | ﹤0.01% |
+94,300
| New | +$2.6M |
|
1754
Fossil Group
FOSL
$329M
| $2.7M | ﹤0.01% |
1,847,056
+343,771
| +23% | +$505K |
|
|
GRP.U
1755
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $2.69M | ﹤0.01% |
46,700
-43,100
| -48% | -$2.23M |
|
1756
Cullinan Oncology
CGEM
$1.31B
| $2.69M | ﹤0.01% |
264,088
+41,388
| +19% | +$367K |
|
1757
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.3B
| $2.69M | ﹤0.01% |
41,300
+36,600
| +779% | +$2.26M |
|
1758
Cricut
CRCT
$1.21B
| $2.69M | ﹤0.01% |
+407,400
| New | +$3.13M |
|
1759
Merchants Bancorp
MBIN
$2.52B
| $2.69M | ﹤0.01% |
63,066
+44,166
| +234% | +$1.45M |
|
1760
Equity Bancshares
EQBK
$1.06B
| $2.68M | ﹤0.01% |
79,100
-1,800
| -2% | -$49.3K |
|
1761
Saga Communications
SGA
$62.1M
| $2.67M | ﹤0.01% |
120,173
-2,295
| -2% | -$48.3K |
|
1762
AMREP Corp
AXR
$119M
| $2.67M | ﹤0.01% |
121,691
+7,291
| +6% | +$130K |
|
1763
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
| $2.67M | ﹤0.01% |
+66,242
| New | +$2.57M |
|
|
LAND
1764
Gladstone Land Corp
LAND
$358M
| $2.66M | ﹤0.01% |
184,100
+102,700
| +126% | +$1.46M |
|
1765
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
| $2.66M | ﹤0.01% |
+47,000
| New | +$2.63M |
|
1766
Danaos Corp
DAC
$2.58B
| $2.66M | ﹤0.01% |
35,900
+9,900
| +38% | +$673K |
|
1767
GrafTech
EAF
$199M
| $2.66M | ﹤0.01% |
+121,410
| New | +$3.43M |
|
1768
Euroseas
ESEA
$521M
| $2.64M | ﹤0.01% |
104,315
+32,709
| +46% | +$738K |
|
1769
PROG Holdings
PRG
$1.7B
| $2.64M | ﹤0.01% |
85,425
+6,541
| +8% | +$192K |
|
1770
Grid Dynamics Holdings
GDYN
$629M
| $2.64M | ﹤0.01% |
197,800
+38,000
| +24% | +$463K |
|
1771
Liberty Latin America Class A
LILA
$1.69B
| $2.63M | ﹤0.01% |
530,448
+172,899
| +48% | +$834K |
|
|
GIFI
1772
DELISTED
Gulf Island Fabrication
GIFI
| $2.63M | ﹤0.01% |
607,824
-13,800
| -2% | -$55.8K |
|
1773
Lantronix
LTRX
$289M
| $2.63M | ﹤0.01% |
449,194
+30,800
| +7% | +$155K |
|
1774
Hertz
HTZ
$798M
| $2.63M | ﹤0.01% |
252,800
-221,700
| -47% | -$2.14M |
|
1775
iShares Core Dividend Growth ETF
DGRO
$43.8B
| $2.63M | ﹤0.01% |
+48,800
| New | +$2.47M |
|
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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.