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 | |
|---|---|---|---|---|---|---|
2526
Invesco S&P 500 Top 50 ETF
XLG
$11B
| $909K | ﹤0.01% |
+26,000
| New | +$847K |
|
2527
Barnwell Industries
BRN
$13.9M
| $908K | ﹤0.01% |
356,222
-27,800
| -7% | -$75.1K |
|
2528
OptimizeRx
OPRX
$165M
| $907K | ﹤0.01% |
63,500
-120,900
| -66% | -$1.72M |
|
2529
Schwab US Large- Cap ETF
SCHX
$75B
| $906K | ﹤0.01% |
+51,900
| New | +$857K |
|
2530
First US Bancshares
FUSB
$90.6M
| $905K | ﹤0.01% |
105,821
-900
| -0.8% | -$6.77K |
|
2531
Equity Lifestyle Properties
ELS
$12.4B
| $904K | ﹤0.01% |
+13,519
| New | +$900K |
|
2532
Ultragenyx Pharmaceutical
RARE
$2.6B
| $904K | ﹤0.01% |
+19,600
| New | +$909K |
|
2533
Precision BioSciences
DTIL
$201M
| $903K | ﹤0.01% |
57,222
+6,344
| +12% | +$145K |
|
|
ITI
2534
DELISTED
Iteris, Inc.
ITI
| $902K | ﹤0.01% |
227,685
-19,175
| -8% | -$85.6K |
|
2535
Vanguard FTSE Pacific ETF
VPL
$8.65B
| $899K | ﹤0.01% |
12,900
-36,400
| -74% | -$2.51M |
|
2536
Minerva Neurosciences
NERV
$187M
| $898K | ﹤0.01% |
98,300
-12,500
| -11% | -$66K |
|
|
FOCS
2537
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $898K | ﹤0.01% |
17,100
-36,200
| -68% | -$1.89M |
|
2538
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.8B
| $895K | ﹤0.01% |
+11,400
| New | +$891K |
|
|
CARM
2539
DELISTED
Carisma Therapeutics
CARM
| $892K | ﹤0.01% |
101,760
+33,465
| +49% | +$182K |
|
|
SKYT
2540
DELISTED
SkyWater Technology
SKYT
| $892K | ﹤0.01% |
94,700
-9,567
| -9% | -$92K |
|
2541
Ponce Financial Group
PDLB
$500M
| $891K | ﹤0.01% |
102,494
-8,100
| -7% | -$63.2K |
|
2542
Spruce Power Holding Corp
SPRU
$38.9M
| $891K | ﹤0.01% |
137,225
+2,787
| +2% | +$17.4K |
|
2543
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$192M
| $891K | ﹤0.01% |
+30,800
| New | +$880K |
|
2544
Virco
VIRC
$95.5M
| $890K | ﹤0.01% |
213,364
+14,034
| +7% | +$55.7K |
|
|
XOMA
2545
DELISTED
Xoma
XOMA
| $890K | ﹤0.01% |
47,100
+35,499
| +306% | +$665K |
|
|
ZIMV
2546
DELISTED
ZimVie
ZIMV
| $885K | ﹤0.01% |
78,800
-19,311
| -20% | -$188K |
|
|
ASM
2547
Avino Silver & Gold Mines
ASM
$1.21B
| $884K | ﹤0.01% |
1,339,500
+436,400
| +48% | +$344K |
|
2548
Bakkt Inc
BKKT
$331M
| $884K | ﹤0.01% |
28,764
+7,356
| +34% | +$258K |
|
2549
Larimar Therapeutics
LRMR
$454M
| $881K | ﹤0.01% |
281,574
+98,832
| +54% | +$403K |
|
|
TRT
2550
Trio-Tech International
TRT
$118M
| $880K | ﹤0.01% |
365,726
-8,566
| -2% | -$19.8K |
|
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.