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 | |
|---|---|---|---|---|---|---|
2501
The Honest Company
HNST
$540M
| $940K | ﹤0.01% |
559,666
-90,734
| -14% | -$155K |
|
2502
International General Insurance
IGIC
$1.13B
| $940K | ﹤0.01% |
105,134
+29,834
| +40% | +$257K |
|
2503
Ultralife
ULBI
$120M
| $937K | ﹤0.01% |
193,690
+17,000
| +10% | +$73.9K |
|
2504
Goldgroup Mining Inc.
GORO
$211M
| $935K | ﹤0.01% |
1,484,321
-29,703
| -2% | -$26.3K |
|
2505
iShares US Aerospace & Defense ETF
ITA
$14.9B
| $933K | ﹤0.01% |
+8,000
| New | +$910K |
|
2506
Eagle Bancorp Montana
EBMT
$188M
| $932K | ﹤0.01% |
70,410
-300
| -0.4% | -$3.95K |
|
2507
LGL Group
LGL
$93.3M
| $932K | ﹤0.01% |
195,834
-4,400
| -2% | -$19.9K |
|
2508
Thor Industries
THO
$4.11B
| $932K | ﹤0.01% |
9,000
-138,700
| -94% | -$11.7M |
|
2509
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $930K | ﹤0.01% |
+17,200
| New | +$856K |
|
2510
Simulations Plus
SLP
$371M
| $927K | ﹤0.01% |
21,400
-2,200
| -9% | -$96.2K |
|
2511
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.77B
| $926K | ﹤0.01% |
19,900
-6,303
| -24% | -$293K |
|
2512
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.78B
| $925K | ﹤0.01% |
19,345
+2,345
| +14% | +$115K |
|
2513
Viking Therapeutics
VKTX
$3.84B
| $924K | ﹤0.01% |
57,000
-704,200
| -93% | -$14.8M |
|
|
MITT
2514
TPG Mortgage Investment Trust
MITT
$213M
| $922K | ﹤0.01% |
150,600
+21,700
| +17% | +$123K |
|
2515
Passage Bio
PASG
$14.8M
| $922K | ﹤0.01% |
48,955
+710
| +1% | +$14K |
|
2516
United Bankshares
UBSI
$6.66B
| $921K | ﹤0.01% |
+31,033
| New | +$977K |
|
2517
Verrica Pharmaceuticals
VRCA
$83.5M
| $919K | ﹤0.01% |
15,930
+10,280
| +182% | +$624K |
|
|
CTV
2518
DELISTED
Innovid Corp.
CTV
| $914K | ﹤0.01% |
+838,512
| New | +$870K |
|
2519
Mammoth Energy Services
TUSK
$158M
| $913K | ﹤0.01% |
188,972
-61,500
| -25% | -$255K |
|
2520
InnovAge Holding
INNV
$1.42B
| $912K | ﹤0.01% |
121,600
-800
| -0.7% | -$5.49K |
|
2521
iShares Future Exponential Technologies ETF
XT
$4.01B
| $912K | ﹤0.01% |
+16,400
| New | +$864K |
|
2522
NextDecade
NEXT
$1.8B
| $911K | ﹤0.01% |
+111,000
| New | +$681K |
|
2523
Oportun Financial
OPRT
$346M
| $911K | ﹤0.01% |
152,669
-39,640
| -21% | -$195K |
|
2524
IRIDEX
IRIX
$14.3M
| $910K | ﹤0.01% |
419,160
-3,900
| -0.9% | -$8.55K |
|
2525
Johnson & Johnson
JNJ
$632B
| $910K | ﹤0.01% |
5,500
-1,963,442
| -100% | -$317M |
|
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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.