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 | |
|---|---|---|---|---|---|---|
1876
Invesco Aerospace & Defense ETF
PPA
$8.77B
| $2.25M | ﹤0.01% |
24,400
+19,600
| +408% | +$1.68M |
|
|
AMJ
1877
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $2.25M | ﹤0.01% |
88,600
-39,700
| -31% | -$997K |
|
1878
GFL Environmental
GFL
$15.1B
| $2.24M | ﹤0.01% |
64,800
+26,700
| +70% | +$813K |
|
1879
Nuvation Bio
NUVB
$2.18B
| $2.24M | ﹤0.01% |
1,483,131
+1,093,131
| +280% | +$1.41M |
|
1880
SoFi Technologies
SOFI
$23.6B
| $2.24M | ﹤0.01% |
+224,800
| New | +$1.79M |
|
1881
Vanguard Russell 1000 ETF
VONE
$8.72B
| $2.23M | ﹤0.01% |
10,300
+4,100
| +66% | +$831K |
|
1882
Viemed Healthcare
VMD
$350M
| $2.23M | ﹤0.01% |
284,000
-42,700
| -13% | -$310K |
|
1883
Oppenheimer Holdings
OPY
$1.25B
| $2.23M | ﹤0.01% |
53,900
+17,700
| +49% | +$677K |
|
|
GRSD
1884
Grandstand Limited Ordinary Shares
GRSD
$80.4M
| $2.23M | ﹤0.01% |
228,200
-31,100
| -12% | -$362K |
|
1885
State Street Utilities Select Sector SPDR ETF
XLU
$23B
| $2.22M | ﹤0.01% |
70,200
-1,182,000
| -94% | -$36.1M |
|
1886
Oil States International
OIS
$539M
| $2.22M | ﹤0.01% |
327,186
+87,886
| +37% | +$637K |
|
|
CVLY
1887
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $2.22M | ﹤0.01% |
86,405
+3,867
| +5% | +$80.7K |
|
1888
Compugen
CGEN
$228M
| $2.22M | ﹤0.01% |
1,121,100
+26,800
| +2% | +$23.4K |
|
1889
Virco
VIRC
$95.2M
| $2.21M | ﹤0.01% |
183,930
-37,700
| -17% | -$289K |
|
1890
Root
ROOT
$797M
| $2.21M | ﹤0.01% |
210,984
+39,168
| +23% | +$389K |
|
1891
Natural Alternatives International
NAII
$12.8M
| $2.21M | ﹤0.01% |
338,056
-9,700
| -3% | -$61K |
|
|
SEVN
1892
Seven Hills Realty Trust
SEVN
$176M
| $2.21M | ﹤0.01% |
170,417
+83,344
| +96% | +$941K |
|
1893
Genpact
G
$5.69B
| $2.2M | ﹤0.01% |
+63,400
| New | +$2.19M |
|
1894
Annexon
ANNX
$867M
| $2.2M | ﹤0.01% |
484,200
-77,110
| -14% | -$191K |
|
1895
Veracyte
VCYT
$3.32B
| $2.2M | ﹤0.01% |
79,900
-110,900
| -58% | -$2.68M |
|
1896
SK Telecom
SKM
$14.8B
| $2.2M | ﹤0.01% |
+102,600
| New | +$2.17M |
|
|
APLT
1897
DELISTED
Applied Therapeutics
APLT
| $2.19M | ﹤0.01% |
653,087
+237,609
| +57% | +$591K |
|
1898
Aptiv
APTV
$10.3B
| $2.18M | ﹤0.01% |
24,300
-374,400
| -94% | -$32.2M |
|
1899
Pegasystems
PEGA
$5.31B
| $2.18M | ﹤0.01% |
+89,248
| New | +$2.09M |
|
1900
Expensify
EXFY
$210M
| $2.18M | ﹤0.01% |
880,800
+71,500
| +9% | +$185K |
|
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.