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 | |
|---|---|---|---|---|---|---|
|
MKFG
2576
DELISTED
Markforged Holding Corporation
MKFG
| $836K | ﹤0.01% |
69,091
+34,900
| +102% | +$329K |
|
2577
Edgewise Therapeutics
EWTX
$4.73B
| $833K | ﹤0.01% |
107,500
+10,700
| +11% | +$90.2K |
|
2578
JPMorgan US Quality Factor ETF
JQUA
$8.66B
| $832K | ﹤0.01% |
+18,800
| New | +$791K |
|
|
QIPT
2579
DELISTED
Quipt Home Medical
QIPT
| $830K | ﹤0.01% |
155,500
+140,300
| +923% | +$828K |
|
2580
iShares Russell 1000 ETF
IWB
$50.5B
| $829K | ﹤0.01% |
+3,400
| New | +$783K |
|
|
DOG
2581
ProShares Short Dow30
DOG
$87.2M
| $828K | ﹤0.01% |
+25,600
| New | +$848K |
|
2582
VirTra
VTSI
$37.3M
| $826K | ﹤0.01% |
108,500
+60,900
| +128% | +$406K |
|
2583
Prelude Therapeutics
PRLD
$457M
| $825K | ﹤0.01% |
183,300
+44,800
| +32% | +$268K |
|
2584
Cumberland Pharmaceuticals
CPIX
$119M
| $824K | ﹤0.01% |
560,743
-10,920
| -2% | -$18.8K |
|
2585
California Water Service
CWT
$3.1B
| $822K | ﹤0.01% |
15,914
-61,386
| -79% | -$3.45M |
|
2586
iShares Core Conservative Allocation ETF
AOK
$795M
| $821K | ﹤0.01% |
23,300
-10,400
| -31% | -$364K |
|
|
SRTA
2587
Strata Critical Medical Inc
SRTA
$533M
| $818K | ﹤0.01% |
207,500
+61,400
| +42% | +$195K |
|
|
NSTG
2588
DELISTED
NanoString Technologies, Inc.
NSTG
| $813K | ﹤0.01% |
200,861
-41,039
| -17% | -$303K |
|
2589
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.09B
| $812K | ﹤0.01% |
14,400
+3,200
| +29% | +$159K |
|
|
XRN
2590
Chiron Real Estate Inc
XRN
$480M
| $812K | ﹤0.01% |
17,780
-35,780
| -67% | -$1.62M |
|
2591
Invesco
IVZ
$13.9B
| $809K | ﹤0.01% |
48,100
-1,166,700
| -96% | -$18.8M |
|
2592
National Bankshares
NKSH
$271M
| $808K | ﹤0.01% |
27,670
-1,300
| -4% | -$38.7K |
|
2593
PC Connection
CNXN
$2.04B
| $807K | ﹤0.01% |
17,900
-20,700
| -54% | -$903K |
|
2594
Helios Technologies
HLIO
$2.66B
| $805K | ﹤0.01% |
12,175
-20,200
| -62% | -$1.2M |
|
2595
Assembly Biosciences
ASMB
$536M
| $803K | ﹤0.01% |
58,167
-5,650
| -9% | -$69.4K |
|
|
NOAH
2596
Noah Holdings
NOAH
$588M
| $803K | ﹤0.01% |
57,000
+200
| +0.4% | +$3.13K |
|
2597
Neuronetics
STIM
$211M
| $803K | ﹤0.01% |
373,300
+75,900
| +26% | +$184K |
|
2598
Sportradar
SRAD
$3.84B
| $802K | ﹤0.01% |
62,166
+30,666
| +97% | +$370K |
|
|
HOOK
2599
DELISTED
HOOKIPA Pharma
HOOK
| $801K | ﹤0.01% |
90,984
+89,804
| +7,611% | +$997K |
|
2600
Colony Bankcorp
CBAN
$467M
| $800K | ﹤0.01% |
84,878
+4,700
| +6% | +$44.6K |
|
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.