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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
TNYA icon
2826
Tenaya Therapeutics
TNYA
$164M
$551K ﹤0.01%
93,800
-171,100
-65% -$994K
WCC
2827
WESCO International
WCC
$17.5B
$550K ﹤0.01%
3,074
-178,000
-98% -$25.9M
BSJO
2828
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$549K ﹤0.01%
24,400
-73,700
-75% -$1.65M
WMC
2829
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$549K ﹤0.01%
61,928
-13,017
-17% -$113K
USOI icon
2830
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$42M
$547K ﹤0.01%
+7,400
New +$565K
LSAK icon
2831
Lesaka Technologies
LSAK
$414M
$544K ﹤0.01%
142,900
+5,100
+4% +$19.6K
PRM icon
2832
Perimeter Solutions
PRM
$5.53B
$544K ﹤0.01%
88,500
-141,900
-62% -$951K
ARIS
2833
DELISTED
Aris Water Solutions
ARIS
$543K ﹤0.01%
52,600
-63,700
-55% -$551K
VSTM icon
2834
Verastem
VSTM
$604M
$541K ﹤0.01%
72,665
+24,382
+50% +$169K
BAB icon
2835
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$539K ﹤0.01%
20,300
-14,200
-41% -$379K
SVIX icon
2836
-1x Short VIX Futures ETF
SVIX
$171M
$539K ﹤0.01%
+19,200
New +$402K
GUNR icon
2837
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7B
$537K ﹤0.01%
+13,400
New +$553K
INSG icon
2838
Inseego
INSG
$77.7M
$537K ﹤0.01%
83,369
+79,769
+2,216% +$638K
CAE icon
2839
CAE Inc. Common Shares
CAE
$8.47B
$535K ﹤0.01%
23,917
-65,929
-73% -$1.46M
GCOW icon
2840
Pacer Global Cash Cows Dividend ETF
GCOW
$3.48B
$534K ﹤0.01%
16,100
+10,000
+164% +$336K
TECX
2841
Tectonic Therapeutic
TECX
$664M
$534K ﹤0.01%
46,881
-900
-2% -$10.2K
TAP icon
2842
Molson Coors Class B
TAP
$7.85B
$533K ﹤0.01%
+8,100
New +$501K
FWDI
2843
Forward Industries Inc
FWDI
$305M
$532K ﹤0.01%
55,369
-565
-1% -$5.82K
TBF icon
2844
ProShares Short 20+ Year Treasury ETF
TBF
$106M
$531K ﹤0.01%
+24,500
New +$531K
VTOL icon
2845
Bristow Group
VTOL
$1.38B
$526K ﹤0.01%
18,300
-1,500
-8% -$35.8K
NWBI icon
2846
Northwest Bancshares
NWBI
$2.31B
$525K ﹤0.01%
+49,514
New +$550K
SLYV icon
2847
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
$525K ﹤0.01%
+6,800
New +$506K
NSYS icon
2848
Nortech Systems
NSYS
$35.6M
$524K ﹤0.01%
54,059
+2,000
+4% +$19.9K
APLT
2849
DELISTED
Applied Therapeutics
APLT
$521K ﹤0.01%
407,378
+187,578
+85% +$249K
LTRPA
2850
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$521K ﹤0.01%
801,600
+60,616
+8% +$42.1K
112 113
114
115 116

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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.