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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$69.4B
AUM Growth
-$5.97B
Cap. Flow
-$8.1B
Cap. Flow %
-11.68%
Top 10 Hldgs %
11.91%
Holding
4,468
New
541
Increased
1,601
Reduced
1,691
Closed
599

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$856M
2
META icon
Meta Platforms (Facebook)
META
+$647M
3
NVDA icon
NVIDIA
NVDA
+$615M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$304M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$301M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.03B
2
UNH icon
UnitedHealth
UNH
+$686M
3
TSLA icon
Tesla
TSLA
+$387M
4
ABT icon
Abbott
ABT
+$380M
5
CVX icon
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
RJET
3076
Republic Airways Holdings
RJET
$964M
$341K ﹤0.01%
8,904
-14,584
-62% -$447K
AUGX
3077
DELISTED
Augmedix, Inc. Common Stock
AUGX
$340K ﹤0.01%
+70,600
New +$244K
MNOV icon
3078
MediciNova
MNOV
$64.5M
$338K ﹤0.01%
146,900
+2,500
+2% +$5.51K
ENFN
3079
DELISTED
Enfusion, Inc.
ENFN
$337K ﹤0.01%
30,000
-40,800
-58% -$362K
PFXF icon
3080
VanEck Preferred Securities ex Financials ETF
PFXF
$2.49B
$336K ﹤0.01%
+19,000
New +$329K
RSPG icon
3081
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$597M
$335K ﹤0.01%
+4,900
New +$331K
UNTY icon
3082
Unity Bancorp
UNTY
$620M
$335K ﹤0.01%
14,200
+200
+1% +$4.54K
TNXP icon
3083
Tonix Pharmaceuticals
TNXP
$214M
$334K ﹤0.01%
66
+5
+8% +$37.9K
JPIN icon
3084
JPMorgan Diversified Return International Equity ETF
JPIN
$374M
$333K ﹤0.01%
+6,410
New +$339K
SHOE
3085
Shoe Station Group
SHOE
$415M
$333K ﹤0.01%
14,168
-61,900
-81% -$1.42M
BTAL icon
3086
AGF US Market Neutral Anti-Beta Fund
BTAL
$297M
$332K ﹤0.01%
17,701
+801
+5% +$16.2K
GGAL icon
3087
Galicia Financial Group
GGAL
$7.23B
$330K ﹤0.01%
19,166
-138,234
-88% -$1.8M
FGBI icon
3088
First Guaranty Bancshares
FGBI
$137M
$329K ﹤0.01%
29,283
+17,877
+157% +$236K
AFIB
3089
DELISTED
Acutus Medical Inc
AFIB
$328K ﹤0.01%
369,900
-24,900
-6% -$21.1K
BRLT icon
3090
Brilliant Earth
BRLT
$23M
$327K ﹤0.01%
84,200
+8,700
+12% +$33K
RLMD icon
3091
Relmada Therapeutics
RLMD
$507M
$327K ﹤0.01%
132,772
-180,403
-58% -$499K
ADN
3092
DELISTED
Advent Technologies
ADN
$326K ﹤0.01%
18,470
+5,950
+48% +$144K
BYRN icon
3093
Byrna Technologies
BYRN
$97.6M
$326K ﹤0.01%
+65,070
New +$351K
RCON icon
3094
Recon Technology
RCON
$2.5M
$326K ﹤0.01%
52,589
-30,311
-37% -$217K
BOND icon
3095
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.5B
$325K ﹤0.01%
3,551
-69,349
-95% -$6.39M
PRQR icon
3096
ProQR Therapeutics
PRQR
$261M
$325K ﹤0.01%
+200,499
New +$392K
RERE
3097
ATRenew
RERE
$1.02B
$325K ﹤0.01%
111,300
+23,512
+27% +$64.8K
UONE icon
3098
Urban One Class A
UONE
$23.5M
$325K ﹤0.01%
5,430
-79
-1% -$5.41K
IBDQ
3099
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$324K ﹤0.01%
13,300
-84,201
-86% -$2.06M
QIWI
3100
DELISTED
QIWI PLC
QIWI
$324K ﹤0.01%
571,151
– –
122 123
124
125 126

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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.