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 | |
|---|---|---|---|---|---|---|
3001
Choiceone Financial
COFS
$515M
| $389K | ﹤0.01% |
16,900
+1,200
| +8% | +$27.8K |
|
3002
Immunic
IMUX
$226M
| $389K | ﹤0.01% |
15,490
-22,256
| -59% | -$373K |
|
|
RVLP
3003
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
| $389K | ﹤0.01% |
694,915
-2,500
| -0.4% | -$2.21K |
|
3004
Carrier Global
CARR
$52.2B
| $388K | ﹤0.01% |
7,805
-1,567,626
| -100% | -$69M |
|
3005
Vanguard Russell 1000 Value ETF
VONV
$22B
| $388K | ﹤0.01% |
5,600
-1,900
| -25% | -$128K |
|
3006
GEE Group
JOB
$24.9M
| $387K | ﹤0.01% |
755,200
-545,800
| -42% | -$264K |
|
|
AKTS
3007
DELISTED
Akoustis Technologies Inc
AKTS
| $385K | ﹤0.01% |
121,000
-54,129
| -31% | -$166K |
|
3008
Optical Cable Corp
OCC
$147M
| $384K | ﹤0.01% |
95,003
-1,000
| -1% | -$4.21K |
|
|
THRX
3009
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
| $384K | ﹤0.01% |
41,200
-89,400
| -68% | -$881K |
|
|
CFMS
3010
DELISTED
Conformis, Inc. Common Stock
CFMS
| $384K | ﹤0.01% |
175,302
+6,600
| +4% | +$9.38K |
|
3011
Capital Group Growth ETF
CGGR
$25.3B
| $383K | ﹤0.01% |
15,200
+1,300
| +9% | +$30.3K |
|
|
STRM
3012
DELISTED
Streamline Health Solutions
STRM
| $383K | ﹤0.01% |
20,125
+1,340
| +7% | +$32.3K |
|
3013
Enviri
NVRI
$564M
| $382K | ﹤0.01% |
+38,734
| New | +$319K |
|
3014
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$6.05B
| $382K | ﹤0.01% |
+13,000
| New | +$355K |
|
3015
Business First Bancshares
BFST
$1.05B
| $381K | ﹤0.01% |
25,300
+3,200
| +14% | +$49.3K |
|
3016
Teledyne Technologies
TDY
$31.2B
| $381K | ﹤0.01% |
+927
| New | +$382K |
|
|
WIMI
3017
WiMi Hologram Cloud
WIMI
$24.5M
| $380K | ﹤0.01% |
34,590
+860
| +3% | +$8.72K |
|
|
ALIM
3018
DELISTED
Alimera Sciences
ALIM
| $379K | ﹤0.01% |
129,716
+28,322
| +28% | +$65K |
|
3019
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.92B
| $378K | ﹤0.01% |
11,000
+1,500
| +16% | +$48.9K |
|
|
CLSD
3020
DELISTED
Clearside Biomedical
CLSD
| $377K | ﹤0.01% |
22,446
-8,180
| -27% | -$141K |
|
3021
Global Indemnity Group
GBLI
$413M
| $377K | ﹤0.01% |
11,214
+3,000
| +37% | +$87.7K |
|
3022
Ovid Therapeutics
OVID
$523M
| $376K | ﹤0.01% |
114,700
-5,900
| -5% | -$20K |
|
3023
LiveOne
LVO
$59.4M
| $373K | ﹤0.01% |
21,170
+8,530
| +67% | +$120K |
|
|
YI
3024
111 Inc
YI
$33.4M
| $372K | ﹤0.01% |
15,135
+4,000
| +36% | +$107K |
|
3025
Dimensional US Targeted Value ETF
DFAT
$14.8B
| $371K | ﹤0.01% |
+8,000
| New | +$351K |
|
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.