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 | |
|---|---|---|---|---|---|---|
2701
UTStarcom
UTSI
$23M
| $692K | ﹤0.01% |
195,926
-24,800
| -11% | -$93K |
|
2702
Blend Labs
BLND
$331M
| $690K | ﹤0.01% |
728,860
+546,100
| +299% | +$484K |
|
|
GHL
2703
DELISTED
Greenhill & Co., Inc.
GHL
| $689K | ﹤0.01% |
+47,000
| New | +$496K |
|
2704
Usio Inc
USIO
$65.7M
| $688K | ﹤0.01% |
369,941
+51,800
| +16% | +$101K |
|
|
BASE
2705
DELISTED
Couchbase
BASE
| $687K | ﹤0.01% |
43,400
-6,608
| -13% | -$108K |
|
2706
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
| $687K | ﹤0.01% |
+21,000
| New | +$663K |
|
|
TCS
2707
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $682K | ﹤0.01% |
14,481
+9,521
| +192% | +$424K |
|
|
GRTX
2708
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
| $680K | ﹤0.01% |
217,900
+14,400
| +7% | +$42.8K |
|
|
MRNS
2709
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $680K | ﹤0.01% |
62,600
-68,700
| -52% | -$588K |
|
2710
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
| $677K | ﹤0.01% |
+10,705
| New | +$678K |
|
2711
Ameris Bancorp
ABCB
$5.94B
| $676K | ﹤0.01% |
+19,769
| New | +$655K |
|
2712
Zevra Therapeutics
ZVRA
$679M
| $673K | ﹤0.01% |
131,900
+28,100
| +27% | +$151K |
|
2713
Enerpac Tool Group
EPAC
$1.91B
| $670K | ﹤0.01% |
24,800
+7,900
| +47% | +$200K |
|
2714
ProShares Short S&P500
SH
$839M
| $670K | ﹤0.01% |
12,075
+7,075
| +142% | +$417K |
|
2715
Smith Micro Software
SMSI
$17M
| $669K | ﹤0.01% |
15,063
+2,553
| +20% | +$121K |
|
2716
Comstock Holding Companies
CHCI
$152M
| $668K | ﹤0.01% |
159,464
+5,800
| +4% | +$24.5K |
|
2717
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.3B
| $668K | ﹤0.01% |
+8,900
| New | +$635K |
|
2718
S&T Bancorp
STBA
$1.82B
| $666K | ﹤0.01% |
24,500
-12,800
| -34% | -$360K |
|
2719
HUTCHMED
HCM
$2.13B
| $665K | ﹤0.01% |
55,452
-93,800
| -63% | -$1.28M |
|
2720
WesBanco
WSBC
$4.07B
| $662K | ﹤0.01% |
+25,862
| New | +$674K |
|
2721
Photronics
PLAB
$1.97B
| $660K | ﹤0.01% |
25,595
-41,300
| -62% | -$766K |
|
2722
AudioCodes
AUDC
$249M
| $659K | ﹤0.01% |
72,197
+60,197
| +502% | +$592K |
|
2723
iShares Global Tech ETF
IXN
$9.47B
| $659K | ﹤0.01% |
+10,600
| New | +$601K |
|
|
LOAN
2724
Manhattan Bridge Capital
LOAN
$47.2M
| $658K | ﹤0.01% |
130,327
+5,799
| +5% | +$28.8K |
|
|
NREF
2725
NexPoint Real Estate Finance
NREF
$317M
| $658K | ﹤0.01% |
42,200
-12,700
| -23% | -$182K |
|
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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.