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 | |
|---|---|---|---|---|---|---|
1801
Methode Electronics
MEI
$608M
| $2.54M | ﹤0.01% |
111,880
+22,000
| +24% | +$515K |
|
1802
Revolve Group
RVLV
$1.68B
| $2.54M | ﹤0.01% |
152,900
+68,000
| +80% | +$1M |
|
|
PFIE
1803
DELISTED
Profire Energy, Inc
PFIE
| $2.53M | ﹤0.01% |
1,398,354
+138,610
| +11% | +$260K |
|
1804
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
| $2.53M | ﹤0.01% |
+62,200
| New | +$2.38M |
|
1805
Tenable Holdings
TENB
$4.22B
| $2.52M | ﹤0.01% |
54,800
-76,300
| -58% | -$3.21M |
|
1806
Rentokil
RTO
$12B
| $2.52M | ﹤0.01% |
88,200
-34,800
| -28% | -$1.02M |
|
|
FIRY
1807
Firy Inc
FIRY
$148M
| $2.52M | ﹤0.01% |
404,125
-20,600
| -5% | -$115K |
|
1808
iShares Gold Trust
IAU
$64.9B
| $2.52M | ﹤0.01% |
+64,600
| New | +$2.42M |
|
1809
Invesco S&P MidCap Quality ETF
XMHQ
$5.68B
| $2.52M | ﹤0.01% |
+28,400
| New | +$2.33M |
|
1810
Freedom Holding
FRHC
$9.34B
| $2.52M | ﹤0.01% |
31,200
-48,800
| -61% | -$3.98M |
|
1811
Ralph Lauren
RL
$23.2B
| $2.51M | ﹤0.01% |
+17,400
| New | +$2.15M |
|
1812
Capri Holdings
CPRI
$1.74B
| $2.51M | ﹤0.01% |
+49,900
| New | +$2.49M |
|
1813
American Outdoor Brands
AOUT
$160M
| $2.5M | ﹤0.01% |
298,112
+40,644
| +16% | +$349K |
|
1814
First Trust North American Energy Infrastructure Fund
EMLP
$4.19B
| $2.5M | ﹤0.01% |
90,400
+16,800
| +23% | +$453K |
|
1815
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.85B
| $2.49M | ﹤0.01% |
+68,148
| New | +$2.4M |
|
1816
Pulmonx
LUNG
$104M
| $2.49M | ﹤0.01% |
195,163
+117,153
| +150% | +$1.22M |
|
1817
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.75B
| $2.48M | ﹤0.01% |
46,700
+40,400
| +641% | +$2.04M |
|
|
DENN
1818
DELISTED
Denny's
DENN
| $2.48M | ﹤0.01% |
228,123
-503,888
| -69% | -$4.74M |
|
1819
Maximus
MMS
$2.89B
| $2.48M | ﹤0.01% |
29,600
-28,700
| -49% | -$2.29M |
|
1820
Patrick Industries
PATK
$2.76B
| $2.48M | ﹤0.01% |
+36,992
| New | +$2.03M |
|
1821
CenterPoint Energy
CNP
$26.9B
| $2.47M | ﹤0.01% |
+86,500
| New | +$2.4M |
|
1822
Marchex
MCHX
$82M
| $2.47M | ﹤0.01% |
1,816,864
-13,400
| -0.7% | -$18.8K |
|
1823
American Coastal Insurance
ACIC
$466M
| $2.47M | ﹤0.01% |
260,726
+169,100
| +185% | +$1.36M |
|
|
KWY
1824
Kingsway Corp
KWY
$285M
| $2.46M | ﹤0.01% |
292,694
-4,121
| -1% | -$31.2K |
|
1825
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
| $2.46M | ﹤0.01% |
+96,100
| New | +$2.4M |
|
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.