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 | |
|---|---|---|---|---|---|---|
|
CIZN
3126
DELISTED
Citizens Holding Co.
CIZN
| $297K | ﹤0.01% |
24,235
-700
| -3% | -$8.74K |
|
3127
BGSF Inc
BGSF
$58.7M
| $295K | ﹤0.01% |
30,938
-10,562
| -25% | -$101K |
|
3128
Biglari Holdings Class A
BH.A
$1.21B
| $295K | ﹤0.01% |
310
+40
| +15% | +$37K |
|
3129
Genesco
GCO
$393M
| $295K | ﹤0.01% |
+11,800
| New | +$342K |
|
|
ICAD
3130
DELISTED
iCAD Inc
ICAD
| $295K | ﹤0.01% |
180,990
-8,099
| -4% | -$10.9K |
|
3131
Educational Development Corp
EDUC
$11.7M
| $294K | ﹤0.01% |
247,145
-3,600
| -1% | -$6.14K |
|
3132
Equillium
EQ
$126M
| $294K | ﹤0.01% |
392,231
+353,531
| +914% | +$234K |
|
3133
Flux Power
FLUX
$12.4M
| $294K | ﹤0.01% |
68,211
+31,911
| +88% | +$124K |
|
3134
iShares US Regional Banks ETF
IAT
$688M
| $294K | ﹤0.01% |
+8,700
| New | +$292K |
|
|
GHSI
3135
DELISTED
Guardion Health Sciences, Inc. Common Stock
GHSI
| $293K | ﹤0.01% |
37,620
+2,200
| +6% | +$13.8K |
|
3136
Perspective Therapeutics
CATX
$354M
| $292K | ﹤0.01% |
43,693
+2,040
| +5% | +$12.4K |
|
|
LYRA
3137
DELISTED
LYRA THERAPEUTICS INC
LYRA
| $292K | ﹤0.01% |
1,420
+463
| +48% | +$64.3K |
|
3138
Pulmatrix
PULM
$5.48M
| $292K | ﹤0.01% |
109,012
+3,392
| +3% | +$9.54K |
|
|
TOUR
3139
Tuniu
TOUR
$55.7M
| $291K | ﹤0.01% |
17,613
-1,910
| -10% | -$31.1K |
|
|
NCNA
3140
NuCana
NCNA
$6.12M
| $290K | ﹤0.01% |
73
+5
| +7% | +$20.6K |
|
3141
Daily Journal
DJCO
$819M
| $289K | ﹤0.01% |
1,000
| – | – |
|
3142
Construction Partners
ROAD
$6.74B
| $289K | ﹤0.01% |
9,200
-42,100
| -82% | -$1.2M |
|
|
CALB
3143
DELISTED
California BanCorp Common Stock
CALB
| $288K | ﹤0.01% |
19,185
-16,828
| -47% | -$262K |
|
|
UROY
3144
Uranium Royalty Corp
UROY
$1.57B
| $287K | ﹤0.01% |
+143,400
| New | +$286K |
|
|
BSJN
3145
DELISTED
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
| $287K | ﹤0.01% |
12,200
-2,747
| -18% | -$64.7K |
|
3146
Chord Energy
CHRD
$7.34B
| $286K | ﹤0.01% |
1,860
-35,287
| -95% | -$5.12M |
|
|
SAFE
3147
Safehold
SAFE
$1.09B
| $286K | ﹤0.01% |
+12,062
| New | +$320K |
|
|
PRTK
3148
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $286K | ﹤0.01% |
129,524
-112,600
| -47% | -$234K |
|
3149
PrimeEnergy Resources
PNRG
$321M
| $285K | ﹤0.01% |
3,095
+594
| +24% | +$53.2K |
|
3150
Vanguard International Dividend Appreciation ETF
VIGI
$9.32B
| $285K | ﹤0.01% |
3,800
+800
| +27% | +$60.2K |
|
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.