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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
MATV icon
2651
Mativ Holdings
MATV
$690M
$755K ﹤0.01%
49,922
+5,610
+13% +$99.3K
PRAX icon
2652
Praxis Precision Medicines
PRAX
$10.8B
$754K ﹤0.01%
43,720
+18,387
+73% +$282K
TLTW icon
2653
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.84B
$754K ﹤0.01%
+22,500
New +$754K
DFAU icon
2654
Dimensional US Core Equity Market ETF
DFAU
$12.9B
$753K ﹤0.01%
24,300
+9,000
+59% +$264K
FNDC icon
2655
Schwab Fundamental International Small Company Index ETF
FNDC
$3.17B
$753K ﹤0.01%
22,700
-17,951
-44% -$600K
EG icon
2656
Everest Group
EG
$13.9B
$752K ﹤0.01%
2,200
-4,700
-68% -$1.7M
MBIN icon
2657
Merchants Bancorp
MBIN
$2.52B
$752K ﹤0.01%
29,400
-10,700
-27% -$265K
ORN icon
2658
Orion Group Holdings
ORN
$402M
$751K ﹤0.01%
267,139
+14,942
+6% +$38.1K
SNDR icon
2659
Schneider National
SNDR
$6.27B
$749K ﹤0.01%
+26,080
New +$694K
IXC icon
2660
iShares Global Energy ETF
IXC
$2.74B
$744K ﹤0.01%
+20,000
New +$753K
AZRE
2661
DELISTED
Azure Power Global Limited
AZRE
$744K ﹤0.01%
420,316
+193,960
+86% +$424K
ASYS icon
2662
Amtech Systems
ASYS
$279M
$742K ﹤0.01%
77,661
+2,114
+3% +$19.2K
BWX icon
2663
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$742K ﹤0.01%
32,900
+2,501
+8% +$56.9K
ABUS icon
2664
Arbutus Biopharma
ABUS
$908M
$739K ﹤0.01%
321,128
+46,137
+17% +$120K
ELVN icon
2665
Enliven Therapeutics
ELVN
$4.24B
$738K ﹤0.01%
36,150
-34,108
-49% -$689K
NBP
2666
NovaBridge Biosciences American Depositary Shares
NBP
$216M
$736K ﹤0.01%
246,308
+38,500
+19% +$124K
PVBC
2667
DELISTED
Provident Bancorp
PVBC
$736K ﹤0.01%
88,880
-111,192
-56% -$839K
VBK icon
2668
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.9B
$735K ﹤0.01%
+3,200
New +$696K
NM
2669
DELISTED
Navios Maritime Holdings Inc.
NM
$733K ﹤0.01%
446,770
-35,512
-7% -$62.5K
RNAM
2670
DELISTED
Avidity Biosciences
RNAM
$731K ﹤0.01%
65,900
-309,200
-82% -$3.88M
SNT
2671
Senstar Technologies
SNT
$43.3M
$731K ﹤0.01%
603,846
-19,523
-3% -$27.1K
EFTR
2672
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$731K ﹤0.01%
35,236
+29,480
+512% +$498K
PRCH icon
2673
Porch Group
PRCH
$1.83B
$730K ﹤0.01%
529,000
+517,400
+4,460% +$627K
CODX
2674
Co-Diagnostics
CODX
$5.45M
$726K ﹤0.01%
21,790
+180
+0.8% +$6.89K
IMO icon
2675
Imperial Oil
IMO
$64B
$726K ﹤0.01%
14,195
-104,014
-88% -$5.17M
105 106
107
108 109

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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.