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Jim Simons Renaissance Technologies
AUM
$72.6B
1-Year Est. Return
54.88%
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.
This Fund
S&P 500
This Quarter
Est. Return
+12.02%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.92%
AUM
$64.6B
AUM Growth
+$5.95B
(+10%)
Cap. Flow
+$299M
Cap. Flow
% of AUM
0.46%
Top 10 Holdings %
Top 10 Hldgs %
11.91%
Holding
4,318
New
702
Increased
1,590
Reduced
1,355
Closed
633
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 | |
|---|---|---|---|---|---|---|
2101
ProShares Short Bitcoin Strategy ETF
BITI
$121M
| $1.57M | ﹤0.01% |
+23,860
| New | +$1.9M |
|
2102
Tenaya Therapeutics
TNYA
$163M
| $1.56M | ﹤0.01% |
482,325
+48,725
| +11% | +$105K |
|
2103
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
| $1.56M | ﹤0.01% |
+63,100
| New | +$1.52M |
|
2104
FTAI Infrastructure
FIP
$533M
| $1.56M | ﹤0.01% |
400,900
+91,600
| +30% | +$321K |
|
2105
iShares Global Tech ETF
IXN
$9.42B
| $1.55M | ﹤0.01% |
22,746
+11,646
| +105% | +$732K |
|
|
LIAN
2106
DELISTED
LianBio American Depositary Shares
LIAN
| $1.55M | ﹤0.01% |
346,000
+63,398
| +22% | +$218K |
|
2107
Voyager Therapeutics
VYGR
$201M
| $1.54M | ﹤0.01% |
183,100
-220,500
| -55% | -$1.6M |
|
|
EGRX
2108
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $1.54M | ﹤0.01% |
294,450
+38,298
| +15% | +$378K |
|
2109
AGF US Market Neutral Anti-Beta Fund
BTAL
$298M
| $1.54M | ﹤0.01% |
+90,773
| New | +$1.8M |
|
|
DFUS
2110
Dimensional US Equity ETF
DFUS
$21.7B
| $1.54M | ﹤0.01% |
29,700
+18,500
| +165% | +$895K |
|
2111
Backblaze
BLZE
$1.18B
| $1.54M | ﹤0.01% |
202,616
+79,000
| +64% | +$499K |
|
2112
Rocky Mountain Chocolate Factory
RMCF
$11.5M
| $1.54M | ﹤0.01% |
334,324
-5,639
| -2% | -$24.1K |
|
2113
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.94B
| $1.53M | ﹤0.01% |
+56,507
| New | +$1.48M |
|
2114
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.45B
| $1.53M | ﹤0.01% |
+18,100
| New | +$1.4M |
|
2115
iShares Russell Top 200 ETF
IWL
$2.29B
| $1.53M | ﹤0.01% |
13,300
+6,400
| +93% | +$692K |
|
|
LX
2116
LexinFintech Holdings
LX
$224M
| $1.53M | ﹤0.01% |
830,800
+357,126
| +75% | +$686K |
|
2117
ATS Corp
ATS
$1.99B
| $1.53M | ﹤0.01% |
35,300
-54,400
| -61% | -$2.11M |
|
2118
Establishment Labs
ESTA
$2.37B
| $1.53M | ﹤0.01% |
+58,934
| New | +$1.73M |
|
|
FLG
2119
Flagstar Bank National Association
FLG
$5.92B
| $1.53M | ﹤0.01% |
+49,729
| New | +$1.49M |
|
2120
Burford Capital
BUR
$960M
| $1.52M | ﹤0.01% |
97,600
+65,100
| +200% | +$870K |
|
|
LENZ
2121
LENZ Therapeutics
LENZ
$149M
| $1.52M | ﹤0.01% |
83,022
+45,251
| +120% | +$747K |
|
2122
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$923M
| $1.52M | ﹤0.01% |
34,550
+18,050
| +109% | +$761K |
|
2123
Omnicell
OMCL
$1.7B
| $1.52M | ﹤0.01% |
40,400
-177,443
| -81% | -$6.53M |
|
2124
NovoCure
NVCR
$1.97B
| $1.51M | ﹤0.01% |
+101,375
| New | +$1.36M |
|
2125
World Acceptance Corp
WRLD
$908M
| $1.51M | ﹤0.01% |
11,600
+6,600
| +132% | +$773K |
|
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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.