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 | |
|---|---|---|---|---|---|---|
|
SCS
2676
DELISTED
Steelcase
SCS
| $726K | ﹤0.01% |
94,100
-45,324
| -33% | -$343K |
|
2677
Kopin
KOPN
$898M
| $725K | ﹤0.01% |
337,164
+55,100
| +20% | +$82.6K |
|
2678
Avantis International Equity ETF
AVDE
$18.8B
| $723K | ﹤0.01% |
12,600
+800
| +7% | +$46.2K |
|
|
GDEN
2679
DELISTED
Golden Entertainment
GDEN
| $723K | ﹤0.01% |
17,296
-34,450
| -67% | -$1.44M |
|
|
NAGE
2680
Niagen Bioscience
NAGE
$242M
| $723K | ﹤0.01% |
460,539
+33,339
| +8% | +$49.8K |
|
2681
Stoneridge
SRI
$197M
| $719K | ﹤0.01% |
38,119
-21,600
| -36% | -$379K |
|
2682
nLIGHT
LASR
$3.06B
| $715K | ﹤0.01% |
46,400
-82,300
| -64% | -$1.01M |
|
2683
Marten Transport
MRTN
$1.22B
| $714K | ﹤0.01% |
33,200
-77,050
| -70% | -$1.62M |
|
|
SEVN
2684
Seven Hills Realty Trust
SEVN
$174M
| $713K | ﹤0.01% |
69,492
+8,392
| +14% | +$81.3K |
|
2685
Patrick Industries
PATK
$2.79B
| $712K | ﹤0.01% |
+13,353
| New | +$629K |
|
2686
Shattuck Labs
STTK
$735M
| $711K | ﹤0.01% |
227,800
-20,367
| -8% | -$59.1K |
|
2687
Nkarta
NKTX
$171M
| $710K | ﹤0.01% |
324,000
+80,700
| +33% | +$355K |
|
|
DALN
2688
DELISTED
DallasNews
DALN
| $709K | ﹤0.01% |
182,251
-1,800
| -1% | -$7.39K |
|
2689
AdvisorShares Pure US Cannabis ETF
MSOS
$934M
| $708K | ﹤0.01% |
+127,762
| New | +$701K |
|
2690
Bio-Rad Laboratories Class B
BIO.B
| $705K | ﹤0.01% |
1,900
| – | – |
|
|
DFSV
2691
Dimensional US Small Cap Value ETF
DFSV
$8.45B
| $704K | ﹤0.01% |
27,400
-27,298
| -50% | -$668K |
|
|
DEA
2692
Easterly Government Properties
DEA
$1.16B
| $703K | ﹤0.01% |
19,407
-58,393
| -75% | -$2.05M |
|
2693
OmniAb
OABI
$497M
| $703K | ﹤0.01% |
+139,859
| New | +$567K |
|
|
LIAN
2694
DELISTED
LianBio American Depositary Shares
LIAN
| $703K | ﹤0.01% |
308,500
+12,300
| +4% | +$28.3K |
|
2695
Scholar Rock
SRRK
$6.55B
| $700K | ﹤0.01% |
92,900
-47,500
| -34% | -$359K |
|
2696
Instil Bio
TIL
$49.3M
| $699K | ﹤0.01% |
63,401
+22,535
| +55% | +$275K |
|
2697
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$814M
| $697K | ﹤0.01% |
22,800
-26,053
| -53% | -$805K |
|
2698
Opko Health
OPK
$1.04B
| $697K | ﹤0.01% |
321,353
-1,366,790
| -81% | -$2.14M |
|
|
VPU
2699
Vanguard Utilities ETF
VPU
$8.52B
| $697K | ﹤0.01% |
4,900
-3,000
| -38% | -$439K |
|
2700
ClearOne Inc
CLRO
$15.2M
| $694K | ﹤0.01% |
55,871
+25,827
| +86% | +$544K |
|
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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.