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 | 20.33% |
| 2 | Healthcare | 16.97% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Consumer Staples | 9.14% |
| 5 | Industrials | 9.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Byline Bancorp
BY
$1.78B
| $982K | ﹤0.01% |
54,271
-16,500
| -23% | -$310K |
|
2477
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.69B
| $979K | ﹤0.01% |
+7,600
| New | +$952K |
|
2478
ARK Web x.0 ETF
ARKW
$1.82B
| $973K | ﹤0.01% |
16,600
-1,100
| -6% | -$57.3K |
|
2479
Legend Biotech
LEGN
$3.93B
| $973K | ﹤0.01% |
14,100
-27,200
| -66% | -$1.78M |
|
2480
MGE Energy Inc
MGEE
$3.06B
| $973K | ﹤0.01% |
12,300
-2,400
| -16% | -$184K |
|
2481
Broadstone Net Lease
BNL
$4.31B
| $971K | ﹤0.01% |
+62,900
| New | +$1.01M |
|
2482
CEVA Inc
CEVA
$855M
| $971K | ﹤0.01% |
38,000
-26,000
| -41% | -$655K |
|
2483
Chicago Rivet & Machine Co
CVR
$9.76M
| $970K | ﹤0.01% |
37,710
-600
| -2% | -$16K |
|
2484
Comtech Telecommunications
CMTL
$52.1M
| $967K | ﹤0.01% |
105,817
+80,467
| +317% | +$864K |
|
2485
Vanguard Industrials ETF
VIS
$8.5B
| $966K | ﹤0.01% |
+4,700
| New | +$898K |
|
2486
Schwab International Small-Cap Equity ETF
SCHC
$5.69B
| $965K | ﹤0.01% |
28,581
-6,519
| -19% | -$220K |
|
2487
CVRx
CVRX
$78.3M
| $963K | ﹤0.01% |
62,400
+12,700
| +26% | +$155K |
|
2488
Astronics
ATRO
$4.57B
| $959K | ﹤0.01% |
57,960
-40,680
| -41% | -$557K |
|
|
RAPT
2489
DELISTED
RAPT Therapeutics
RAPT
| $959K | ﹤0.01% |
6,413
-7,150
| -53% | -$1.11M |
|
|
VIA
2490
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $959K | ﹤0.01% |
137,801
-16,300
| -11% | -$194K |
|
2491
1stdibs.com
DIBS
$163M
| $954K | ﹤0.01% |
255,200
+86,800
| +52% | +$331K |
|
|
SCTL
2492
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $954K | ﹤0.01% |
867,217
-31,500
| -4% | -$27.8K |
|
2493
AerSale
ASLE
$269M
| $953K | ﹤0.01% |
64,800
-1,500
| -2% | -$24.1K |
|
|
LITS
2494
Lite Strategy Inc
LITS
$31.4M
| $952K | ﹤0.01% |
144,746
+4,528
| +3% | +$28.8K |
|
|
PSTX
2495
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $950K | ﹤0.01% |
540,024
-63,176
| -10% | -$161K |
|
2496
SEACOR Marine Holdings
SMHI
$264M
| $948K | ﹤0.01% |
82,900
+11,300
| +16% | +$100K |
|
2497
Arteris
AIP
$1.36B
| $947K | ﹤0.01% |
138,800
-17,200
| -11% | -$92.9K |
|
2498
iShares MSCI Switzerland ETF
EWL
$2.22B
| $947K | ﹤0.01% |
+20,500
| New | +$964K |
|
2499
CNB Financial Corp
CCNE
$1.04B
| $946K | ﹤0.01% |
53,601
-200
| -0.4% | -$3.58K |
|
2500
Kforce
KFRC
$1.03B
| $943K | ﹤0.01% |
15,049
-32,200
| -68% | -$1.94M |
|
Similar funds
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.