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 | |
|---|---|---|---|---|---|---|
2801
Jefferies Financial Group
JEF
$12.9B
| $573K | ﹤0.01% |
+17,289
| New | +$540K |
|
2802
WisdomTree US LargeCap Dividend Fund
DLN
$6.45B
| $572K | ﹤0.01% |
+9,000
| New | +$558K |
|
|
SCPH
2803
DELISTED
scPharmaceuticals
SCPH
| $569K | ﹤0.01% |
55,886
-125,100
| -69% | -$1.31M |
|
2804
Ormat Technologies
ORA
$6.98B
| $568K | ﹤0.01% |
+7,056
| New | +$598K |
|
2805
Schwab US REIT ETF
SCHH
$11.4B
| $568K | ﹤0.01% |
+29,100
| New | +$558K |
|
2806
Veeco
VECO
$3.28B
| $568K | ﹤0.01% |
+22,110
| New | +$486K |
|
2807
Eltek
ELTK
$57.1M
| $567K | ﹤0.01% |
60,623
-1,831
| -3% | -$12.1K |
|
2808
Cue Biopharma
CUE
$131M
| $566K | ﹤0.01% |
5,167
+3,464
| +203% | +$407K |
|
2809
Biglari Holdings Class B
BH
$1.22B
| $563K | ﹤0.01% |
2,856
-63
| -2% | -$11.8K |
|
2810
Babcock & Wilcox
BW
$1.39B
| $562K | ﹤0.01% |
+95,308
| New | +$559K |
|
2811
SCYNEXIS
SCYX
$50.9M
| $562K | ﹤0.01% |
23,823
+21,685
| +1,014% | +$506K |
|
2812
Nuvation Bio
NUVB
$2.14B
| $561K | ﹤0.01% |
311,900
+38,800
| +14% | +$66K |
|
2813
Monte Rosa Therapeutics
GLUE
$1.35B
| $560K | ﹤0.01% |
81,800
+53,900
| +193% | +$349K |
|
2814
Pearson
PSO
$9.78B
| $560K | ﹤0.01% |
+53,400
| New | +$551K |
|
2815
Betterware México
BWMX
$611M
| $559K | ﹤0.01% |
43,200
-400
| -0.9% | -$4.83K |
|
2816
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
| $558K | ﹤0.01% |
17,800
-3,100
| -15% | -$97.3K |
|
2817
iShares Core S&P US Growth ETF
IUSG
$34B
| $557K | ﹤0.01% |
5,700
+3,300
| +138% | +$303K |
|
2818
Custom Truck One Source
CTOS
$2.33B
| $556K | ﹤0.01% |
82,500
+43,229
| +110% | +$285K |
|
|
SELF
2819
Global Self Storage
SELF
$58.9M
| $556K | ﹤0.01% |
110,056
-16,334
| -13% | -$83K |
|
2820
Xtant Medical Holdings
XTNT
$43.8M
| $555K | ﹤0.01% |
597,010
-5,800
| -1% | -$3.87K |
|
|
AINC
2821
DELISTED
Ashford Inc.
AINC
| $555K | ﹤0.01% |
57,053
-2,600
| -4% | -$27.4K |
|
|
AFBI
2822
DELISTED
Affinity Bancshares
AFBI
| $554K | ﹤0.01% |
47,400
-3,804
| -7% | -$50K |
|
2823
Regenxbio
RGNX
$704M
| $554K | ﹤0.01% |
+27,700
| New | +$534K |
|
2824
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
| $554K | ﹤0.01% |
+4,000
| New | +$533K |
|
2825
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $551K | ﹤0.01% |
22,700
+3,200
| +16% | +$77.8K |
|
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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.