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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
MGC icon
2726
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$657K ﹤0.01%
+4,200
New +$621K
GUSH icon
2727
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$248M
$656K ﹤0.01%
+21,600
New +$630K
DARE icon
2728
Dare Bioscience
DARE
$20.5M
$654K ﹤0.01%
59,902
+12,480
+26% +$148K
GAN
2729
DELISTED
GAN Ltd
GAN
$654K ﹤0.01%
399,017
+29,443
+8% +$41.9K
NGM
2730
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
$654K ﹤0.01%
252,600
-76,900
-23% -$274K
ACCS
2731
ACCESS Newswire
ACCS
$20M
$653K ﹤0.01%
34,738
+955
+3% +$18.6K
ORTX
2732
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
$652K ﹤0.01%
125,218
+34,100
+37% +$174K
PALL icon
2733
abrdn Physical Palladium Shares ETF
PALL
$648M
$649K ﹤0.01%
28,500
– –
IDEV icon
2734
iShares Core MSCI International Developed Markets ETF
IDEV
$32.7B
$648K ﹤0.01%
+10,600
New +$650K
PYXS icon
2735
Pyxis Oncology
PYXS
$201M
$648K ﹤0.01%
253,229
+159,029
+169% +$504K
RMNI icon
2736
Rimini Street
RMNI
$445M
$646K ﹤0.01%
134,930
-45,700
-25% -$189K
ABSI icon
2737
Absci
ABSI
$1.63B
$644K ﹤0.01%
423,375
+166,475
+65% +$268K
MYPS icon
2738
PLAYSTUDIOS Inc
MYPS
$67.3M
$643K ﹤0.01%
130,900
+21,300
+19% +$93.3K
CAL icon
2739
Caleres
CAL
$455M
$637K ﹤0.01%
26,600
-280,864
-91% -$6.29M
LENZ
2740
LENZ Therapeutics
LENZ
$145M
$635K ﹤0.01%
34,871
+2,271
+7% +$45.4K
AVO icon
2741
Mission Produce
AVO
$1.13B
$633K ﹤0.01%
52,200
-4,200
-7% -$49.5K
TDCX
2742
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$632K ﹤0.01%
79,918
+28,100
+54% +$232K
IWO icon
2743
iShares Russell 2000 Growth ETF
IWO
$15.1B
$631K ﹤0.01%
+2,600
New +$596K
KE
2744
Kimball Electronics
KE
$606M
$631K ﹤0.01%
22,825
-21,850
-49% -$517K
SCHV
2745
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$631K ﹤0.01%
+28,200
New +$616K
XPRO icon
2746
Expro Ltd
XPRO
$2.07B
$630K ﹤0.01%
35,527
-172,201
-83% -$3.11M
LX
2747
LexinFintech Holdings
LX
$237M
$627K ﹤0.01%
273,897
-122,309
-31% -$297K
OPBK icon
2748
OP Bancorp
OPBK
$235M
$624K ﹤0.01%
74,000
-37,042
-33% -$314K
MGV icon
2749
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
$623K ﹤0.01%
6,000
+4,000
+200% +$407K
LGF.B
2750
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$621K ﹤0.01%
74,339
+21,900
+42% +$216K
108 109
110
111 112

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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.