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 | |
|---|---|---|---|---|---|---|
|
SURF
2876
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $493K | ﹤0.01% |
567,400
-67,600
| -11% | -$48.2K |
|
2877
Willamette Valley Vineyards
WVVI
$12M
| $489K | ﹤0.01% |
85,752
-4,400
| -5% | -$26.1K |
|
2878
Kenon Holdings
KEN
$3.53B
| $488K | ﹤0.01% |
21,000
-15,800
| -43% | -$425K |
|
2879
Vanguard Long-Term Bond ETF
BLV
$5.73B
| $487K | ﹤0.01% |
+6,500
| New | +$488K |
|
2880
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
| $486K | ﹤0.01% |
7,700
+400
| +5% | +$25.1K |
|
2881
Vanguard Consumer Staples ETF
VDC
$8.03B
| $486K | ﹤0.01% |
2,500
-100
| -4% | -$19.5K |
|
2882
W.P. Carey
WPC
$16.3B
| $486K | ﹤0.01% |
7,351
-195,930
| -96% | -$13.6M |
|
|
XYF
2883
X Financial
XYF
$214M
| $486K | ﹤0.01% |
110,691
+5,016
| +5% | +$18.1K |
|
|
MNTX
2884
DELISTED
Manitex International, Inc.
MNTX
| $486K | ﹤0.01% |
89,252
-10,288
| -10% | -$51.4K |
|
|
REE
2885
DELISTED
REE Automotive
REE
| $485K | ﹤0.01% |
42,517
+2,824
| +7% | +$30K |
|
2886
Broadwind
BWEN
$125M
| $484K | ﹤0.01% |
126,700
-7,500
| -6% | -$31.3K |
|
2887
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.9B
| $484K | ﹤0.01% |
+11,900
| New | +$452K |
|
|
JCTC
2888
Jewett-Cameron Trading
JCTC
$10.2M
| $484K | ﹤0.01% |
110,128
-800
| -0.7% | -$3.88K |
|
2889
Hydrofarm Holdings
HYFM
$8.58M
| $483K | ﹤0.01% |
61,780
-17,881
| -22% | -$214K |
|
|
VTRU
2890
DELISTED
Vitru Limited Common Shares
VTRU
| $482K | ﹤0.01% |
+30,068
| New | +$481K |
|
2891
American Coastal Insurance
ACIC
$461M
| $480K | ﹤0.01% |
107,726
+30,298
| +39% | +$131K |
|
2892
Biote Corp
BTMD
$42.7M
| $476K | ﹤0.01% |
70,421
+57,733
| +455% | +$342K |
|
|
EXK
2893
Endeavour Silver
EXK
$3.05B
| $476K | ﹤0.01% |
+164,700
| New | +$582K |
|
2894
TELA Bio
TELA
$30.4M
| $476K | ﹤0.01% |
47,000
-22,700
| -33% | -$232K |
|
|
DESP
2895
DELISTED
Despegar.com
DESP
| $475K | ﹤0.01% |
67,436
-72,064
| -52% | -$443K |
|
|
KNDI
2896
Kandi Technologies Group
KNDI
$64.4M
| $475K | ﹤0.01% |
119,900
+71,700
| +149% | +$242K |
|
2897
UNIFI
UFI
$120M
| $475K | ﹤0.01% |
58,881
+19,847
| +51% | +$156K |
|
2898
ATS Corp
ATS
$1.98B
| $474K | ﹤0.01% |
+10,300
| New | +$463K |
|
2899
Lifestance Health
LFST
$4.67B
| $473K | ﹤0.01% |
+51,822
| New | +$431K |
|
2900
Value Line
VALU
$341M
| $473K | ﹤0.01% |
10,300
| – | – |
|
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.