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 | |
|---|---|---|---|---|---|---|
2926
Teck Resources
TECK
$31.3B
| $451K | ﹤0.01% |
+10,708
| New | +$460K |
|
2927
Mannatech
MTEX
$11.9M
| $450K | ﹤0.01% |
37,499
-600
| -2% | -$8.02K |
|
2928
Nautilus Biotechnolgy
NAUT
$113M
| $450K | ﹤0.01% |
116,400
+6,200
| +6% | +$17.9K |
|
2929
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.98B
| $450K | ﹤0.01% |
10,000
-2,700
| -21% | -$121K |
|
2930
Stoke Therapeutics
STOK
$2.02B
| $450K | ﹤0.01% |
42,300
-23,400
| -36% | -$249K |
|
2931
RAVE Restaurant Group
RAVE
$44.2M
| $449K | ﹤0.01% |
222,100
-19,800
| -8% | -$32.8K |
|
2932
SurgePays
SURG
$6.2M
| $447K | ﹤0.01% |
+61,100
| New | +$364K |
|
2933
Backblaze
BLZE
$1.26B
| $446K | ﹤0.01% |
103,100
+37,900
| +58% | +$163K |
|
2934
Radiant Logistics
RLGT
$406M
| $446K | ﹤0.01% |
66,300
+13,500
| +26% | +$87.2K |
|
2935
Scully Royalty
SRL
$90.1M
| $446K | ﹤0.01% |
61,214
+3,800
| +7% | +$26.9K |
|
2936
UFP Industries
UFPI
$5.03B
| $446K | ﹤0.01% |
4,600
-61,309
| -93% | -$5.11M |
|
|
FINV
2937
FinVolution Group
FINV
$1.07B
| $445K | ﹤0.01% |
96,800
+4,600
| +5% | +$18.9K |
|
2938
NextCure
NXTC
$37.9M
| $445K | ﹤0.01% |
20,600
+225
| +1% | +$4.43K |
|
2939
American Realty Investors
ARL
$246M
| $444K | ﹤0.01% |
20,399
-1,500
| -7% | -$28.8K |
|
|
TSRI
2940
DELISTED
TSR Inc. New
TSRI
| $444K | ﹤0.01% |
67,064
+1,214
| +2% | +$8.63K |
|
2941
Global X MLP & Energy Infrastructure ETF
MLPX
$3.56B
| $441K | ﹤0.01% |
+10,600
| New | +$425K |
|
2942
TRX Gold Corp
TRX
$341M
| $441K | ﹤0.01% |
995,158
+339,930
| +52% | +$170K |
|
|
LUNA
2943
DELISTED
Luna Innovations Incorporated
LUNA
| $441K | ﹤0.01% |
48,301
-26,300
| -35% | -$208K |
|
|
FFWM
2944
DELISTED
First Foundation Inc
FFWM
| $437K | ﹤0.01% |
109,985
-38,680
| -26% | -$199K |
|
2945
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
| $436K | ﹤0.01% |
+4,600
| New | +$438K |
|
2946
American Superconductor
AMSC
$1.53B
| $435K | ﹤0.01% |
69,489
+12,889
| +23% | +$62.8K |
|
|
ELSE
2947
DELISTED
Electro-Sensors
ELSE
| $434K | ﹤0.01% |
97,800
-1,500
| -2% | -$6.69K |
|
2948
Edgewell Personal Care
EPC
$1.31B
| $434K | ﹤0.01% |
10,500
-22,500
| -68% | -$961K |
|
2949
Quince Therapeutics
QNCX
$33M
| $434K | ﹤0.01% |
1,444
+295
| +26% | +$91.8K |
|
2950
Smart Sand
SND
$213M
| $434K | ﹤0.01% |
264,600
-120,400
| -31% | -$198K |
|
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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.