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 | |
|---|---|---|---|---|---|---|
1901
Quest Resource Holding
QRHC
$33.7M
| $2.18M | ﹤0.01% |
296,892
-8,183
| -3% | -$58.7K |
|
1902
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.36B
| $2.17M | ﹤0.01% |
+20,900
| New | +$1.82M |
|
|
IVAC
1903
DELISTED
Intevac Inc
IVAC
| $2.17M | ﹤0.01% |
501,090
-150,987
| -23% | -$563K |
|
1904
Mama's Creations
MAMA
$802M
| $2.16M | ﹤0.01% |
439,531
+375,631
| +588% | +$1.48M |
|
1905
Kewaunee Scientific
KEQU
$105M
| $2.15M | ﹤0.01% |
74,111
-500
| -0.7% | -$10.1K |
|
1906
Schwab US Broad Market ETF
SCHB
$45.1B
| $2.15M | ﹤0.01% |
116,100
+90,000
| +345% | +$1.55M |
|
1907
Bel Fuse Inc Class A
BELFA
$3.51B
| $2.15M | ﹤0.01% |
33,300
+1,100
| +3% | +$57.9K |
|
1908
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
| $2.15M | ﹤0.01% |
+20,500
| New | +$2.01M |
|
1909
Global X US Infrastructure Development ETF
PAVE
$14.4B
| $2.14M | ﹤0.01% |
62,000
+55,100
| +799% | +$1.72M |
|
1910
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.66B
| $2.13M | ﹤0.01% |
+104,500
| New | +$2.05M |
|
1911
IHS Holding
IHS
$2.82B
| $2.13M | ﹤0.01% |
463,600
+176,300
| +61% | +$873K |
|
1912
California Water Service
CWT
$3.12B
| $2.13M | ﹤0.01% |
41,050
-2,750
| -6% | -$138K |
|
1913
Bausch Health
BHC
$2.43B
| $2.13M | ﹤0.01% |
+265,289
| New | +$1.93M |
|
1914
Titan Machinery
TITN
$429M
| $2.13M | ﹤0.01% |
73,600
-19,400
| -21% | -$503K |
|
1915
Heritage Insurance Holdings
HRTG
$1.01B
| $2.12M | ﹤0.01% |
325,799
-50,000
| -13% | -$344K |
|
1916
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
| $2.11M | ﹤0.01% |
+30,400
| New | +$2.01M |
|
1917
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
| $2.11M | ﹤0.01% |
+125,806
| New | +$2.09M |
|
1918
VanEck Vietnam ETF
VNM
$496M
| $2.1M | ﹤0.01% |
162,873
+86,673
| +114% | +$1.13M |
|
1919
Banc of California
BANC
$3.13B
| $2.09M | ﹤0.01% |
155,711
-186,341
| -54% | -$2.3M |
|
1920
Concrete Pumping Holdings
BBCP
$484M
| $2.09M | ﹤0.01% |
255,000
-68,706
| -21% | -$537K |
|
1921
Bowman Consulting
BWMN
$733M
| $2.09M | ﹤0.01% |
58,821
-18,000
| -23% | -$537K |
|
1922
AC Immune
ACIU
$253M
| $2.09M | ﹤0.01% |
417,579
-7,600
| -2% | -$24.4K |
|
1923
Vale
VALE
$58B
| $2.09M | ﹤0.01% |
131,659
-49,300
| -27% | -$707K |
|
1924
AXIS Capital
AXS
$7.38B
| $2.09M | ﹤0.01% |
37,696
-121,000
| -76% | -$6.73M |
|
1925
Parke Bancorp
PKBK
$413M
| $2.08M | ﹤0.01% |
102,747
-3,100
| -3% | -$54.9K |
|
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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.