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 | |
|---|---|---|---|---|---|---|
|
VBTX
2001
DELISTED
Veritex Holdings
VBTX
| $1.59M | ﹤0.01% |
88,777
+19,552
| +28% | +$377K |
|
2002
The Bancorp
TBBK
$2.84B
| $1.59M | ﹤0.01% |
46,100
-86,200
| -65% | -$3.14M |
|
2003
Copart
CPRT
$29.3B
| $1.59M | ﹤0.01% |
+36,800
| New | +$1.64M |
|
2004
Allegiant Air
ALGT
$2.34B
| $1.58M | ﹤0.01% |
+20,600
| New | +$2.12M |
|
2005
Flanigan's Enterprises
BDL
$90.1M
| $1.58M | ﹤0.01% |
47,799
-2,300
| -5% | -$71.5K |
|
|
TRHC
2006
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $1.58M | ﹤0.01% |
153,000
-200
| -0.1% | -$1.9K |
|
2007
Autohome
ATHM
$2.61B
| $1.57M | ﹤0.01% |
51,890
-153,510
| -75% | -$4.62M |
|
2008
Coca-Cola Europacific Partners
CCEP
$47.6B
| $1.57M | ﹤0.01% |
25,139
+12,711
| +102% | +$808K |
|
2009
iShares MSCI Turkey ETF
TUR
$222M
| $1.57M | ﹤0.01% |
+40,800
| New | +$1.43M |
|
|
PTVE
2010
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $1.57M | ﹤0.01% |
192,700
+23,900
| +14% | +$195K |
|
2011
STRATTEC Security
STRT
$348M
| $1.56M | ﹤0.01% |
68,306
+100
| +0.1% | +$2.25K |
|
|
AAIC
2012
DELISTED
Arlington Asset Investment Corp.
AAIC
| $1.56M | ﹤0.01% |
365,024
+86,236
| +31% | +$391K |
|
2013
Acadia Realty Trust
AKR
$2.86B
| $1.56M | ﹤0.01% |
108,801
-112,600
| -51% | -$1.7M |
|
2014
Open Text
OTEX
$5.94B
| $1.56M | ﹤0.01% |
+44,400
| New | +$1.74M |
|
2015
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
| $1.56M | ﹤0.01% |
63,714
+20,391
| +47% | +$512K |
|
2016
Johnson & Johnson
JNJ
$627B
| $1.56M | ﹤0.01% |
10,000
+4,500
| +82% | +$743K |
|
2017
IQVIA
IQV
$39B
| $1.55M | ﹤0.01% |
7,900
+6,500
| +464% | +$1.41M |
|
2018
Euroseas
ESEA
$521M
| $1.55M | ﹤0.01% |
71,606
+9,991
| +16% | +$195K |
|
2019
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
| $1.55M | ﹤0.01% |
10,200
+6,000
| +143% | +$945K |
|
|
STRR
2020
Star Equity Holdings
STRR
$36.2M
| $1.55M | ﹤0.01% |
82,065
-1,937
| -2% | -$40.9K |
|
2021
Pitney Bowes
PBI
$2.25B
| $1.54M | ﹤0.01% |
511,071
-716,100
| -58% | -$2.45M |
|
|
PSTL
2022
Postal Realty Trust
PSTL
$696M
| $1.54M | ﹤0.01% |
114,050
+3,200
| +3% | +$46.4K |
|
|
CVLY
2023
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $1.54M | ﹤0.01% |
82,538
-600
| -0.7% | -$12.3K |
|
|
SVA
2024
DELISTED
Sinovac Biotech, Ltd
SVA
| $1.54M | ﹤0.01% |
2,375,841
| – | – |
|
2025
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$42M
| $1.53M | ﹤0.01% |
18,200
+10,800
| +146% | +$866K |
|
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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.