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 | |
|---|---|---|---|---|---|---|
2776
RLJ Lodging Trust
RLJ
$1.67B
| $591K | ﹤0.01% |
57,532
-209,068
| -78% | -$2.17M |
|
|
CONN
2777
DELISTED
Conn's Inc.
CONN
| $591K | ﹤0.01% |
159,812
+145,739
| +1,036% | +$660K |
|
2778
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
| $590K | ﹤0.01% |
+8,900
| New | +$573K |
|
2779
Ark Restaurants
ARKR
$20.2M
| $590K | ﹤0.01% |
31,911
-4,900
| -13% | -$87.8K |
|
2780
Vanguard Total International Stock ETF
VXUS
$164B
| $589K | ﹤0.01% |
10,500
-16,400
| -61% | -$917K |
|
2781
World Acceptance Corp
WRLD
$875M
| $589K | ﹤0.01% |
4,398
-16,327
| -79% | -$1.76M |
|
|
CBD
2782
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $589K | ﹤0.01% |
153,100
-190,600
| -55% | -$622K |
|
2783
iShares Russell Top 200 Value ETF
IWX
$4.04B
| $587K | ﹤0.01% |
+8,700
| New | +$572K |
|
|
OGI
2784
Organigram Holdings
OGI
$177M
| $587K | ﹤0.01% |
376,375
+22,500
| +6% | +$43.4K |
|
2785
Stock Yards Bancorp
SYBT
$2.64B
| $587K | ﹤0.01% |
12,940
+8,850
| +216% | +$414K |
|
|
BFX
2786
DELISTED
BowFlex Inc.
BFX
| $583K | ﹤0.01% |
477,500
+12,500
| +3% | +$15.9K |
|
|
EEX
2787
DELISTED
Emerald Holding
EEX
| $581K | ﹤0.01% |
141,657
+18,985
| +15% | +$71.7K |
|
2788
Inspired Entertainment
INSE
$164M
| $581K | ﹤0.01% |
+39,500
| New | +$534K |
|
2789
Nuvectis Pharma
NVCT
$627M
| $581K | ﹤0.01% |
+36,400
| New | +$581K |
|
2790
Tiptree Inc
TIPT
$677M
| $581K | ﹤0.01% |
38,700
+100
| +0.3% | +$1.39K |
|
|
NEUE
2791
DELISTED
NeueHealth
NEUE
| $580K | ﹤0.01% |
47,463
+1,065
| +2% | +$14.1K |
|
2792
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.6B
| $579K | ﹤0.01% |
+14,900
| New | +$554K |
|
|
VXRT
2793
DELISTED
Vaxart
VXRT
| $578K | ﹤0.01% |
792,005
+735,548
| +1,303% | +$684K |
|
2794
Citi Trends
CTRN
$621M
| $577K | ﹤0.01% |
32,657
-11,000
| -25% | -$190K |
|
2795
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
| $576K | ﹤0.01% |
+22,700
| New | +$568K |
|
2796
FRP Holdings
FRPH
$425M
| $576K | ﹤0.01% |
20,000
+6,000
| +43% | +$172K |
|
2797
Ohio Valley Banc Corp
OVBC
$218M
| $576K | ﹤0.01% |
23,275
-1,400
| -6% | -$34.1K |
|
2798
Kaltura
KLTR
$243M
| $575K | ﹤0.01% |
271,100
+45,500
| +20% | +$84.5K |
|
2799
Spire Global
SPIR
$540M
| $575K | ﹤0.01% |
139,493
+124,855
| +853% | +$665K |
|
2800
Rocket Pharmaceuticals
RCKT
$367M
| $574K | ﹤0.01% |
28,874
-84,500
| -75% | -$1.71M |
|
Similar funds
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.