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 | |
|---|---|---|---|---|---|---|
2851
First Trust Energy AlphaDEX Fund
FXN
$387M
| $519K | ﹤0.01% |
+33,200
| New | +$506K |
|
2852
Koppers
KOP
$874M
| $518K | ﹤0.01% |
15,200
+8,200
| +117% | +$267K |
|
2853
Riley Exploration Permian
REPX
$786M
| $517K | ﹤0.01% |
+14,466
| New | +$565K |
|
|
PARAA
2854
DELISTED
Paramount Global Class A
PARAA
| $516K | ﹤0.01% |
27,803
-4,000
| -13% | -$83K |
|
2855
Penumbra
PEN
$12.9B
| $516K | ﹤0.01% |
+1,500
| New | +$461K |
|
2856
Turkcell
TKC
$4.72B
| $515K | ﹤0.01% |
+144,256
| New | +$605K |
|
|
SPRB
2857
Spruce Biosciences
SPRB
$143M
| $514K | ﹤0.01% |
3,188
+1,053
| +49% | +$176K |
|
|
CASA
2858
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $514K | ﹤0.01% |
421,400
+29,300
| +7% | +$33.8K |
|
2859
Adicet Bio
ACET
$77.3M
| $511K | ﹤0.01% |
13,150
-6,588
| -33% | -$581K |
|
2860
Matthews International
MATW
$722M
| $511K | ﹤0.01% |
12,000
-6,900
| -37% | -$268K |
|
2861
Better Online Solutions
BOSC
$31.8M
| $510K | ﹤0.01% |
151,499
+19,388
| +15% | +$55.7K |
|
2862
Annaly Capital Management
NLY
$17.6B
| $509K | ﹤0.01% |
25,415
-331,579
| -93% | -$6.44M |
|
|
IAUX
2863
i-80 Gold Corp
IAUX
$1.43B
| $508K | ﹤0.01% |
225,500
-222,700
| -50% | -$525K |
|
2864
ACNB Corp
ACNB
$660M
| $506K | ﹤0.01% |
15,256
+400
| +3% | +$12.4K |
|
2865
Cushman & Wakefield Ltd
CWK
$3.37B
| $504K | ﹤0.01% |
+61,603
| New | +$536K |
|
2866
iShares S&P Small-Cap 600 Value ETF
IJS
$8.43B
| $504K | ﹤0.01% |
+5,300
| New | +$485K |
|
|
AC
2867
DELISTED
Associated Capital Group
AC
| $503K | ﹤0.01% |
14,200
+600
| +4% | +$22K |
|
2868
PCB Bancorp
PCB
$400M
| $503K | ﹤0.01% |
34,201
-22,700
| -40% | -$323K |
|
2869
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.97B
| $502K | ﹤0.01% |
+7,000
| New | +$478K |
|
2870
Highway Holdings
HIHO
$5.04M
| $501K | ﹤0.01% |
198,940
+1,625
| +0.8% | +$3.52K |
|
|
DCFC
2871
DELISTED
Tritium DCFC Limited Ordinary Shares
DCFC
| $501K | ﹤0.01% |
+2,300
| New | +$499K |
|
2872
AutoZone
AZO
$49.6B
| $499K | ﹤0.01% |
200
-11,800
| -98% | -$30.1M |
|
|
EMBK
2873
DELISTED
Embark Technology, Inc. Common Stock
EMBK
| $499K | ﹤0.01% |
+174,630
| New | +$488K |
|
|
SDPI
2874
DELISTED
Superior Drilling Products Inc.
SDPI
| $496K | ﹤0.01% |
403,184
+13,636
| +4% | +$14.4K |
|
|
GURE
2875
Gulf Resources
GURE
$5.48M
| $494K | ﹤0.01% |
19,729
+1,512
| +8% | +$41.8K |
|
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.