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 | |
|---|---|---|---|---|---|---|
3026
EverCommerce
EVCM
$1.79B
| $371K | ﹤0.01% |
31,300
+16,600
| +113% | +$194K |
|
3027
Mama's Creations
MAMA
$790M
| $371K | ﹤0.01% |
+122,951
| New | +$300K |
|
|
TEAD
3028
Teads Holding Co
TEAD
$63.6M
| $371K | ﹤0.01% |
75,500
-3,400
| -4% | -$15K |
|
3029
Bloom Energy
BE
$69.6B
| $370K | ﹤0.01% |
22,600
-89,060
| -80% | -$1.44M |
|
3030
Offerpad Solutions
OPAD
$21.8M
| $370K | ﹤0.01% |
2,855
+1,214
| +74% | +$102K |
|
|
MRUS
3031
DELISTED
Merus
MRUS
| $369K | ﹤0.01% |
+14,021
| New | +$307K |
|
3032
TScan Therapeutics
TCRX
$52.3M
| $369K | ﹤0.01% |
147,462
+135,862
| +1,171% | +$364K |
|
3033
Universal Insurance Holdings
UVE
$1.18B
| $369K | ﹤0.01% |
23,888
-90,712
| -79% | -$1.5M |
|
3034
iShares Gold Trust
IAU
$64.5B
| $368K | ﹤0.01% |
+10,100
| New | +$379K |
|
3035
OppFi
OPFI
$608M
| $368K | ﹤0.01% |
180,606
+57,591
| +47% | +$120K |
|
3036
Cass Information Systems
CASS
$750M
| $367K | ﹤0.01% |
+9,460
| New | +$372K |
|
3037
iShares Select U.S. REIT ETF
ICF
$2.11B
| $367K | ﹤0.01% |
+6,600
| New | +$359K |
|
3038
Dianthus Therapeutics
DNTH
$6.13B
| $365K | ﹤0.01% |
30,106
+5,518
| +22% | +$62.8K |
|
3039
5E Advanced Materials
FEAM
$67.3M
| $363K | ﹤0.01% |
4,813
+2,304
| +92% | +$219K |
|
3040
Rani Therapeutics
RANI
$89.7M
| $363K | ﹤0.01% |
88,201
+47,084
| +115% | +$219K |
|
|
CYT
3041
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
| $363K | ﹤0.01% |
139,800
-36,234
| -21% | -$75.9K |
|
3042
VanEck Pharmaceutical ETF
PPH
$991M
| $362K | ﹤0.01% |
4,600
-2,500
| -35% | -$196K |
|
3043
EuroDry
EDRY
$112M
| $361K | ﹤0.01% |
25,600
-1,100
| -4% | -$16.8K |
|
|
AUTL
3044
Autolus Therapeutics
AUTL
$591M
| $360K | ﹤0.01% |
151,200
+42,800
| +39% | +$102K |
|
3045
First Commonwealth Financial
FCF
$2.19B
| $359K | ﹤0.01% |
28,400
-87,400
| -75% | -$1.1M |
|
3046
iShares US Home Construction ETF
ITB
$2.37B
| $359K | ﹤0.01% |
4,200
-18,000
| -81% | -$1.37M |
|
3047
InvenTrust Properties
IVT
$2.62B
| $359K | ﹤0.01% |
15,500
+5,500
| +55% | +$124K |
|
3048
Actinium Pharmaceuticals
ATNM
$30.2M
| $358K | ﹤0.01% |
48,302
-53,898
| -53% | -$459K |
|
3049
Vince Holding Corp
VNCE
$78.9M
| $357K | ﹤0.01% |
122,550
-3,000
| -2% | -$16.6K |
|
3050
JPMorgan BetaBuilders Japan ETF
BBJP
$19.2B
| $356K | ﹤0.01% |
+6,900
| New | +$344K |
|
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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.