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 | |
|---|---|---|---|---|---|---|
3101
Bogota Financial
BSBK
$113M
| $323K | ﹤0.01% |
39,600
-6,331
| -14% | -$53.5K |
|
3102
MIND Technology
MIND
$42.6M
| $320K | ﹤0.01% |
52,444
+3,615
| +7% | +$20.3K |
|
3103
Meridian
MRBK
$240M
| $319K | ﹤0.01% |
32,500
+500
| +2% | +$5.06K |
|
3104
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.18B
| $317K | ﹤0.01% |
+5,200
| New | +$298K |
|
3105
IQVIA
IQV
$39.8B
| $315K | ﹤0.01% |
1,400
-1,100
| -44% | -$221K |
|
3106
iShares Expanded Tech Sector ETF
IGM
$10.9B
| $314K | ﹤0.01% |
+4,800
| New | +$285K |
|
|
GOCO
3107
DELISTED
GoHealth
GOCO
| $313K | ﹤0.01% |
15,872
-4,100
| -21% | -$64.4K |
|
3108
Jerash Holdings
JRSH
$67.7M
| $313K | ﹤0.01% |
84,048
+8
| +0% | +$35 |
|
3109
First Western Financial
MYFW
$309M
| $312K | ﹤0.01% |
16,800
-1,300
| -7% | -$22.8K |
|
|
NAK
3110
Northern Dynasty Minerals
NAK
$930M
| $312K | ﹤0.01% |
1,300,770
+1,015,421
| +356% | +$231K |
|
3111
Milestone Pharmaceuticals
MIST
$133M
| $310K | ﹤0.01% |
108,766
+16,966
| +18% | +$64K |
|
|
BCEL
3112
DELISTED
Atreca, Inc. Class A Common Stock
BCEL
| $309K | ﹤0.01% |
315,624
+18,300
| +6% | +$18.8K |
|
3113
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
| $308K | ﹤0.01% |
9,722
+422
| +5% | +$13.2K |
|
3114
Katapult Holdings
KPLT
$35.9M
| $307K | ﹤0.01% |
13,636
+780
| +6% | +$11.8K |
|
3115
MiNK Therapeutics
INKT
$54.8M
| $306K | ﹤0.01% |
14,553
+13,523
| +1,313% | +$271K |
|
3116
Yunhong Green CTI Ltd
YHGJ
$8.87M
| $305K | ﹤0.01% |
15,497
-1,160
| -7% | -$19.4K |
|
3117
Energy Services of America
ESOA
$233M
| $303K | ﹤0.01% |
104,600
-24,900
| -19% | -$56.6K |
|
3118
GH Research
GHRS
$1.94B
| $303K | ﹤0.01% |
25,500
+14,700
| +136% | +$151K |
|
3119
Wheels Up
UP
$187M
| $302K | ﹤0.01% |
12,909
-766
| -6% | -$54.1K |
|
3120
Mirum Pharmaceuticals
MIRM
$6.02B
| $300K | ﹤0.01% |
11,600
-2,000
| -15% | -$53.2K |
|
3121
Tradr 2X Long Innovation ETF
TARK
$16.9M
| $300K | ﹤0.01% |
+8,132
| New | +$249K |
|
3122
Woori Financial
WF
$17.2B
| $300K | ﹤0.01% |
11,132
+2,032
| +22% | +$54.8K |
|
3123
Cocrystal Pharma
COCP
$15.2M
| $298K | ﹤0.01% |
124,528
+4,700
| +4% | +$11.4K |
|
3124
PEDEVCO
PED
$160M
| $298K | ﹤0.01% |
16,281
+4,896
| +43% | +$88.6K |
|
3125
Ebang International Holdings
EBON
$12.2M
| $297K | ﹤0.01% |
43,013
+3,500
| +9% | +$22.2K |
|
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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.