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 | |
|---|---|---|---|---|---|---|
|
VCSA
2976
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $414K | ﹤0.01% |
30,545
+11,100
| +57% | +$167K |
|
2977
Peoples Bancorp of North Carolina
PEBK
$237M
| $413K | ﹤0.01% |
22,712
-1,200
| -5% | -$27.3K |
|
|
SGMA
2978
DELISTED
Sigmatron International
SGMA
| $412K | ﹤0.01% |
127,287
+1,200
| +1% | +$3.67K |
|
2979
iShares ESG Optimized MSCI USA ETF
SUSA
$4.21B
| $412K | ﹤0.01% |
+4,400
| New | +$391K |
|
2980
Weyco Group
WEYS
$437M
| $412K | ﹤0.01% |
15,426
-500
| -3% | -$13.4K |
|
2981
Genasys
GNSS
$77.9M
| $410K | ﹤0.01% |
157,736
+2,800
| +2% | +$7.73K |
|
2982
Solid Power
SLDP
$545M
| $410K | ﹤0.01% |
+161,581
| New | +$373K |
|
|
PLYA
2983
DELISTED
Playa Hotels & Resorts
PLYA
| $408K | ﹤0.01% |
+50,083
| New | +$454K |
|
2984
Stereotaxis
STXS
$137M
| $405K | ﹤0.01% |
265,000
-107,532
| -29% | -$199K |
|
2985
iShares MSCI KLD 400 Social ETF
DSI
$5.58B
| $404K | ﹤0.01% |
+4,800
| New | +$381K |
|
2986
Fidelity D&D Bancorp
FDBC
$321M
| $403K | ﹤0.01% |
8,300
+600
| +8% | +$26.1K |
|
|
OKUR
2987
OnKure Therapeutics
OKUR
$158M
| $401K | ﹤0.01% |
6,111
+3,551
| +139% | +$286K |
|
2988
Pyxis Tankers
PXS
$52.5M
| $400K | ﹤0.01% |
105,707
-20,094
| -16% | -$91.2K |
|
2989
Quantum-Si Incorporated
QSI
$172M
| $400K | ﹤0.01% |
223,256
+110,400
| +98% | +$173K |
|
|
UBFO
2990
DELISTED
United Security Bancshares
UBFO
| $400K | ﹤0.01% |
60,041
-21,807
| -27% | -$135K |
|
2991
Kingstone Companies
KINS
$282M
| $397K | ﹤0.01% |
339,689
-7,300
| -2% | -$9.49K |
|
2992
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
| $397K | ﹤0.01% |
15,100
-5,000
| -25% | -$134K |
|
2993
Fidelity Total Bond ETF
FBND
$27.4B
| $395K | ﹤0.01% |
8,697
-3,637
| -29% | -$166K |
|
2994
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $394K | ﹤0.01% |
+9,500
| New | +$391K |
|
2995
iShares MSCI Spain ETF
EWP
$2.21B
| $393K | ﹤0.01% |
+13,600
| New | +$383K |
|
2996
Comstock
LODE
$261M
| $393K | ﹤0.01% |
53,821
-3,767
| -7% | -$23.3K |
|
|
DDL
2997
Dingdong
DDL
$512M
| $392K | ﹤0.01% |
126,700
+49,700
| +65% | +$166K |
|
|
ALEX
2998
DELISTED
Alexander & Baldwin
ALEX
| $391K | ﹤0.01% |
21,031
-37,469
| -64% | -$702K |
|
2999
Citius Pharmaceuticals
CTXR
$20.1M
| $391K | ﹤0.01% |
13,047
-2,924
| -18% | -$96.2K |
|
3000
MicroSectors Oil & Gas Exp. & Prod. 3x Leveraged ETN
OILU
$71.1M
| $390K | ﹤0.01% |
+11,100
| New | +$402K |
|
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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.