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Jim Simons Renaissance Technologies
AUM
$73.4B
Turnover
30.34%
1-Year Est. Return
32.8%
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
-2.19%
1 Year Est. Return
+32.8%
3 Year Est. Return
+177.41%
5 Year Est. Return
+184.82%
10 Year Est. Return
+833.33%
AUM
$58.7B
AUM Growth
-$10.7B
(-15%)
Cap. Flow
-$8.34B
Cap. Flow % of AUM
Cap. Flow %
-14.22%
Top 10 Holdings %
Top 10 Hldgs %
11.75%
Holding
4,329
New
463
Increased
1,327
Reduced
1,794
Closed
709
Avg Time Held
3.1
years
Top 10 Avg Time Held
1.4
years
Top 20 Avg Time Held
2
years
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 | 19.34% |
| 2 | Healthcare | 18.47% |
| 3 | Consumer Discretionary | 12.39% |
| 4 | Consumer Staples | 10.13% |
| 5 | Industrials | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Novo Nordisk
NVO
$179B
| $1.48B | 2.52% |
16,229,476
-2,512,500
| -13% | -$221M |
2013 Q2
41 quarters
|
|
2
Apple
AAPL
$5.16T
| $719M | 1.23% |
4,201,607
-720,189
| -15% | -$132M |
2020 Q3
12 quarters
|
|
3
Palantir
PLTR
$414B
| $698M | 1.19% |
43,604,653
+3,805,496
| +10% | +$60.6M |
2021 Q2
9 quarters
|
|
4
VeriSign
VRSN
$28B
| $627M | 1.07% |
3,094,490
+37,900
| +1% | +$7.87M |
2013 Q2
41 quarters
|
|
|
5
Berkshire Hathaway Class A
BRK.A
$1.25T
| $618M | 1.05% |
1,163
+552
| +90% | +$298M |
2023 Q2
1 quarter
|
|
6
Airbnb
ABNB
$106B
| $618M | 1.05% |
4,503,256
-791,271
| -15% | -$109M |
2021 Q2
9 quarters
|
|
7
Vertex Pharmaceuticals
VRTX
$138B
| $579M | 0.99% |
1,664,088
+391,927
| +31% | +$137M |
2017 Q1
26 quarters
|
|
|
8
NVIDIA
NVDA
$3.98T
| $526M | 0.9% |
12,092,870
-6,466,170
| -35% | -$290M |
2023 Q1
2 quarters
|
|
|
9
Netflix
NFLX
$257B
| $522M | 0.89% |
13,827,000
+9,083,670
| +192% | +$385M |
2022 Q3
4 quarters
|
|
10
United Therapeutics
UTHR
$25.3B
| $508M | 0.87% |
2,250,508
+63,294
| +3% | +$14.6M |
2013 Q2
41 quarters
|
|
11
Hershey
HSY
$34.9B
| $501M | 0.85% |
2,503,975
+208,208
| +9% | +$46.6M |
2013 Q2
41 quarters
|
|
12
Gilead Sciences
GILD
$209B
| $483M | 0.82% |
6,443,384
-1,338,032
| -17% | -$103M |
2014 Q4
35 quarters
|
|
13
Franco-Nevada
FNV
$47.9B
| $447M | 0.76% |
3,347,138
-153,565
| -4% | -$21.7M |
2014 Q1
38 quarters
|
|
|
HZNP
14
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $397M | 0.68% |
3,433,349
-15,400
| -0.4% | -$1.65M |
2017 Q2
25 quarters
|
|
15
Atlassian
TEAM
$38.4B
| $374M | 0.64% |
1,854,123
-347,100
| -16% | -$65.9M |
2016 Q2
29 quarters
|
|
|
16
Microsoft
MSFT
$3.88T
| $365M | 0.62% |
1,155,782
+1,112,483
| +2,569% | +$368M |
2023 Q1
2 quarters
|
|
17
Kroger
KR
$41.2B
| $361M | 0.62% |
8,074,557
-325,197
| -4% | -$15.3M |
2019 Q2
17 quarters
|
|
18
Nike
NKE
$56B
| $353M | 0.6% |
3,692,884
+1,947,946
| +112% | +$200M |
2023 Q2
1 quarter
|
|
19
Uber
UBER
$141B
| $352M | 0.6% |
7,654,600
-2,736,300
| -26% | -$125M |
2021 Q2
9 quarters
|
|
20
Zoom
ZM
$28.5B
| $342M | 0.58% |
4,883,814
-602,254
| -11% | -$41.8M |
2020 Q1
14 quarters
|
|
21
Ford
F
$47.4B
| $338M | 0.58% |
27,253,909
+6,532,900
| +32% | +$84.8M |
2022 Q4
3 quarters
|
|
22
Exelixis
EXEL
$17.1B
| $332M | 0.57% |
15,216,916
+569,327
| +4% | +$11.9M |
2016 Q3
28 quarters
|
|
23
Li Auto
LI
$11.4B
| $324M | 0.55% |
9,094,800
+1,496,400
| +20% | +$59M |
2021 Q2
9 quarters
|
|
24
Cboe Global Markets
CBOE
$38.7B
| $320M | 0.55% |
2,049,224
+45,500
| +2% | +$6.69M |
2013 Q2
41 quarters
|
|
25
Snowflake
SNOW
$105B
| $316M | 0.54% |
2,071,099
-127,600
| -6% | -$20.8M |
2022 Q1
6 quarters
|
|
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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 709 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 463 new positions and closed 709 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.