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 | |
|---|---|---|---|---|---|---|
|
AZUL
2076
DELISTED
Azul
AZUL
| $1.63M | ﹤0.01% |
167,900
-33,500
| -17% | -$305K |
|
2077
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
| $1.63M | ﹤0.01% |
78,400
+66,000
| +532% | +$1.28M |
|
2078
Douglas Dynamics
PLOW
$976M
| $1.62M | ﹤0.01% |
+54,700
| New | +$1.57M |
|
2079
Petrobras Class A
PBR.A
$104B
| $1.62M | ﹤0.01% |
106,100
-741,400
| -87% | -$10.6M |
|
2080
NeoGenomics
NEO
$2.05B
| $1.61M | ﹤0.01% |
99,800
-123,300
| -55% | -$2.02M |
|
2081
iShares MSCI World ETF
URTH
$8.39B
| $1.61M | ﹤0.01% |
12,100
+4,501
| +59% | +$561K |
|
2082
Laureate Education
LAUR
$5.18B
| $1.61M | ﹤0.01% |
117,292
-41,708
| -26% | -$573K |
|
2083
TPG
TPG
$8.51B
| $1.61M | ﹤0.01% |
+37,200
| New | +$1.26M |
|
2084
LifeMD
LFMD
$166M
| $1.6M | ﹤0.01% |
193,400
+89,600
| +86% | +$644K |
|
2085
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.48B
| $1.6M | ﹤0.01% |
+30,988
| New | +$1.53M |
|
2086
Bausch + Lomb
BLCO
$6.09B
| $1.6M | ﹤0.01% |
93,600
+25,700
| +38% | +$414K |
|
|
ZYXI
2087
DELISTED
Zynex
ZYXI
| $1.6M | ﹤0.01% |
146,535
-106,200
| -42% | -$945K |
|
2088
Data I/O
DAIO
$32.9M
| $1.59M | ﹤0.01% |
542,643
+11,188
| +2% | +$36K |
|
2089
VanEck Pharmaceutical ETF
PPH
$985M
| $1.59M | ﹤0.01% |
19,600
+10,400
| +113% | +$815K |
|
|
DOC
2090
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $1.59M | ﹤0.01% |
119,797
-642,500
| -84% | -$7.63M |
|
2091
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
| $1.59M | ﹤0.01% |
17,500
+10,200
| +140% | +$865K |
|
2092
Sypris Solutions
SYPR
$47.4M
| $1.59M | ﹤0.01% |
783,521
+6,071
| +0.8% | +$11.7K |
|
2093
First United
FUNC
$293M
| $1.59M | ﹤0.01% |
67,595
+11,400
| +20% | +$212K |
|
2094
Energy Services of America
ESOA
$239M
| $1.59M | ﹤0.01% |
265,400
+92,199
| +53% | +$422K |
|
2095
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.38B
| $1.59M | ﹤0.01% |
+8,500
| New | +$1.42M |
|
|
SCHV
2096
Schwab US Large-Cap Value ETF
SCHV
$16.3B
| $1.58M | ﹤0.01% |
67,800
+57,600
| +565% | +$1.26M |
|
2097
Global X SuperDividend ETF
SDIV
$1.21B
| $1.58M | ﹤0.01% |
+70,200
| New | +$1.5M |
|
2098
V2X
VVX
$2.6B
| $1.58M | ﹤0.01% |
+34,000
| New | +$1.6M |
|
2099
Tecnoglass Holdings
TGLS
$1.86B
| $1.58M | ﹤0.01% |
34,500
-145,700
| -81% | -$5.27M |
|
2100
First Community Corp
FCCO
$323M
| $1.57M | ﹤0.01% |
73,069
+7,000
| +11% | +$128K |
|
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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.