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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$69.4B
AUM Growth
-$5.97B
Cap. Flow
-$8.1B
Cap. Flow %
-11.68%
Top 10 Hldgs %
11.91%
Holding
4,468
New
541
Increased
1,601
Reduced
1,691
Closed
599

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$856M
2
META icon
Meta Platforms (Facebook)
META
+$647M
3
NVDA icon
NVIDIA
NVDA
+$615M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$304M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$301M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.03B
2
UNH icon
UnitedHealth
UNH
+$686M
3
TSLA icon
Tesla
TSLA
+$387M
4
ABT icon
Abbott
ABT
+$380M
5
CVX icon
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
CCEP icon
2601
Coca-Cola Europacific Partners
CCEP
$47.3B
$800K ﹤0.01%
12,428
-37,434
-75% -$2.38M
HP icon
2602
Helmerich & Payne
HP
$4.29B
$798K ﹤0.01%
22,500
-178,000
-89% -$6.07M
CFB
2603
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$798K ﹤0.01%
79,800
+900
+1% +$9.29K
CSBR icon
2604
Champions Oncology
CSBR
$68.8M
$797K ﹤0.01%
124,891
-1,600
-1% -$8.26K
DFUV icon
2605
Dimensional US Marketwide Value ETF
DFUV
$16B
$797K ﹤0.01%
+23,100
New +$772K
FXE icon
2606
Invesco CurrencyShares Euro Currency Trust
FXE
$340M
$796K ﹤0.01%
7,900
-14,700
-65% -$1.48M
NFRA icon
2607
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.04B
$796K ﹤0.01%
15,202
+2,802
+23% +$147K
TWIN icon
2608
Twin Disc
TWIN
$355M
$794K ﹤0.01%
70,493
+15,648
+29% +$172K
CRNT icon
2609
Ceragon Networks
CRNT
$198M
$793K ﹤0.01%
377,835
+59,000
+19% +$109K
ITCL
2610
DELISTED
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
$793K ﹤0.01%
226,701
+9,931
+5% +$34.5K
MLTX icon
2611
MoonLake Immunotherapeutics
MLTX
$1.47B
$791K ﹤0.01%
15,500
-7,200
-32% -$194K
GATO
2612
DELISTED
Gatos Silver, Inc.
GATO
$790K ﹤0.01%
209,000
-5,596
-3% -$30.2K
DXLG icon
2613
Destination XL Group
DXLG
$33M
$789K ﹤0.01%
161,000
+42,800
+36% +$201K
CLPR
2614
Clipper Realty
CLPR
$50.9M
$787K ﹤0.01%
138,857
-700
-0.5% -$3.81K
MASS icon
2615
908 Devices
MASS
$414M
$787K ﹤0.01%
114,700
-37,400
-25% -$301K
EWG icon
2616
iShares MSCI Germany ETF
EWG
$1.67B
$786K ﹤0.01%
27,500
+4,700
+21% +$135K
VONE icon
2617
Vanguard Russell 1000 ETF
VONE
$8.74B
$786K ﹤0.01%
+3,900
New +$744K
HYGV icon
2618
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.11B
$785K ﹤0.01%
+19,400
New +$778K
NL icon
2619
NLI Holdings
NL
$329M
$785K ﹤0.01%
141,914
+4,000
+3% +$23.8K
STER
2620
DELISTED
Sterling Check Corp. Common Stock
STER
$785K ﹤0.01%
+64,066
New +$768K
USX
2621
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$785K ﹤0.01%
+127,800
New +$774K
FBK icon
2622
FB Financial Corp
FBK
$3.1B
$779K ﹤0.01%
27,755
-1,645
-6% -$46.9K
NGNE icon
2623
Neurogene
NGNE
$740M
$778K ﹤0.01%
46,861
+1,130
+2% +$18.5K
PINE
2624
Alpine Income Property Trust
PINE
$346M
$777K ﹤0.01%
47,800
-44,900
-48% -$714K
PDS
2625
Precision Drilling
PDS
$1.08B
$776K ﹤0.01%
15,895
+4,300
+37% +$205K
103 104
105
106 107

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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.