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 |
Apple
AAPL
|
+$856M |
| 2 |
Meta Platforms (Facebook)
META
|
+$647M |
| 3 |
NVIDIA
NVDA
|
+$615M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$304M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$301M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.03B |
| 2 |
UnitedHealth
UNH
|
+$686M |
| 3 |
Tesla
TSLA
|
+$387M |
| 4 |
Abbott
ABT
|
+$380M |
| 5 |
Chevron
CVX
|
+$328M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.26% |
| 2 | Healthcare | 16.96% |
| 3 | Consumer Discretionary | 12.82% |
| 4 | Consumer Staples | 9.14% |
| 5 | Industrials | 9.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Teradyne
TER
$59.3B
| $69.9M | 0.1% |
628,200
-207,800
| -25% | -$20.8M |
|
227
IDEX
IEX
$17.5B
| $69.7M | 0.1% |
323,825
+64,900
| +25% | +$13.6M |
|
228
Ambev
ABEV
$43.8B
| $69.3M | 0.1% |
21,803,296
-374,030
| -2% | -$1.1M |
|
229
EQT Corp
EQT
$34B
| $67.7M | 0.1% |
1,645,064
-2,065,500
| -56% | -$73M |
|
230
Paylocity
PCTY
$7.7B
| $67.6M | 0.1% |
366,600
-45,400
| -11% | -$8.31M |
|
231
EPAM Systems
EPAM
$5.15B
| $67.2M | 0.1% |
298,900
+133,900
| +81% | +$33.7M |
|
232
HSBC
HSBC
$355B
| $66.8M | 0.1% |
1,686,043
-155,200
| -8% | -$5.79M |
|
233
Targa Resources
TRGP
$56.9B
| $66.4M | 0.1% |
871,886
-144,414
| -14% | -$10.5M |
|
234
Kraft Heinz
KHC
$29.2B
| $65.9M | 0.1% |
1,856,500
+1,831,219
| +7,243% | +$70.4M |
|
|
MZTI
235
The Marzetti Company
MZTI
$3.15B
| $65.3M | 0.09% |
324,763
+13,800
| +4% | +$2.8M |
|
236
Bath & Body Works
BBWI
$3.81B
| $64.8M | 0.09% |
1,728,233
-257,600
| -13% | -$9.42M |
|
237
Manhattan Associates
MANH
$11.4B
| $64.6M | 0.09% |
323,211
-20,749
| -6% | -$3.6M |
|
238
Colliers International
CIGI
$5.3B
| $64.5M | 0.09% |
657,400
-43,100
| -6% | -$4.19M |
|
239
Logitech
LOGI
$14.8B
| $64.3M | 0.09% |
1,082,121
+132,200
| +14% | +$8M |
|
240
STMicroelectronics
STM
$49.1B
| $64.2M | 0.09% |
1,285,024
-929,337
| -42% | -$43.1M |
|
241
American Express
AXP
$230B
| $64M | 0.09% |
367,627
-379,686
| -51% | -$61.3M |
|
242
Valvoline
VVV
$4.21B
| $64M | 0.09% |
1,706,251
-438,800
| -20% | -$15.9M |
|
243
Intercontinental Exchange
ICE
$84.9B
| $63.9M | 0.09% |
565,390
-828,500
| -59% | -$89.7M |
|
244
Liberty Global Class A
LBTYA
$3.48B
| $63.7M | 0.09% |
3,780,823
+717,571
| +23% | +$12.7M |
|
245
Extreme Networks
EXTR
$3.14B
| $63.7M | 0.09% |
2,443,416
+648,231
| +36% | +$12.8M |
|
246
BioMarin Pharmaceuticals
BMRN
$13.5B
| $63.5M | 0.09% |
732,638
-48,433
| -6% | -$4.56M |
|
247
Regeneron Pharmaceuticals
REGN
$82.1B
| $63.4M | 0.09% |
88,200
-26,700
| -23% | -$20.6M |
|
248
Workiva
WK
$3.76B
| $63.3M | 0.09% |
623,100
+12,000
| +2% | +$1.15M |
|
249
Pacira BioSciences
PCRX
$972M
| $63.1M | 0.09% |
1,574,697
+15,800
| +1% | +$653K |
|
250
RELX
RELX
$61.7B
| $62.9M | 0.09% |
1,883,000
-12,400
| -0.7% | -$399K |
|
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Jim Simons's Q2 2023 Portfolio in Review
As of Q2 2023, Jim Simons held 4,468 positions worth $69.4B, down 7.9% from $75.4B the previous quarter. Its ten largest holdings account for 12% of the portfolio.
Jim Simons withdrew a net $8.1B in Q2 2023, closing 599 positions and reducing 1,691 holdings. Its most notable exit was UnitedHealth, an estimated $686M position sold in full.
By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 17% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Jim Simons opened a new position in Berkshire Hathaway Class A worth $316M.
- Jim Simons's largest Q2 2023 buy was Berkshire Hathaway Class A: 611 shares worth $316M.
- Jim Simons added most to Apple in Q2 2023, an estimated $856M increase.
- Jim Simons's biggest Q2 2023 reduction was Amazon, cutting an estimated $1.03B.
- Jim Simons fully exited UnitedHealth in Q2 2023, selling an estimated $686M.
- Jim Simons's ten largest holdings make up 12% of its $69.4B portfolio in Q2 2023.
- Jim Simons opened 541 new positions and closed 599 in Q2 2023.
- Jim Simons's portfolio value fell 7.9% quarter-over-quarter to $69.4B.
Based on Renaissance Technologies's 13F filing for Q2 2023, filed 11 Aug 2023.