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Jim Simons

Jim Simons Renaissance Technologies

AUM $63.9B
1-Year Est. Return 45.56%
 

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
+45.56%
3 Year Est. Return
+129.95%
5 Year Est. Return
+153.6%
10 Year Est. Return
+738.31%
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
VINP icon
3151
Vinci Compass Investments Ltd
VINP
$616M
$285K ﹤0.01%
30,532
+10,200
+50% +$86.6K
RFL icon
3152
Rafael Holdings
RFL
$107M
$283K ﹤0.01%
137,209
-52,088
-28% -$104K
SIGA icon
3153
SIGA Technologies
SIGA
$208M
$283K ﹤0.01%
56,136
-648,500
-92% -$3.69M
SLNO
3154
DELISTED
Soleno Therapeutics
SLNO
$283K ﹤0.01%
66,054
-10,461
-14% -$45K
CGRN
3155
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$282K ﹤0.01%
235,044
+849
+0.4% +$1.04K
BGI icon
3156
Birks Group
BGI
$6.5M
$281K ﹤0.01%
53,000
-33,300
-39% -$258K
SDGR icon
3157
Schrodinger
SDGR
$1.37B
$280K ﹤0.01%
5,600
-181,300
-97% -$6.13M
HMPT
3158
DELISTED
Home Point Capital, Inc Common Stock
HMPT
$279K ﹤0.01%
120,101
+92,201
+330% +$197K
FTCS icon
3159
First Trust Capital Strength ETF
FTCS
$8.02B
$278K ﹤0.01%
3,700
-12,200
-77% -$894K
TRAW icon
3160
Traws Pharma
TRAW
$8.98M
$277K ﹤0.01%
9,387
+3,595
+62% +$96.7K
IJT icon
3161
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$276K ﹤0.01%
+2,400
New +$262K
MBIO icon
3162
Mustang Bio
MBIO
$4.5M
$276K ﹤0.01%
888
-677
-43% -$170K
GVP
3163
DELISTED
GSE Systems, Inc.
GVP
$276K ﹤0.01%
76,604
-5,478
-7% -$29.6K
FSBC icon
3164
Five Star Bancorp
FSBC
$1.15B
$275K ﹤0.01%
12,300
+2,800
+29% +$56.9K
CMCT
3165
Creative Media & Community Trust
CMCT
$15M
$274K ﹤0.01%
2
+1
+100% +$117K
MKTW icon
3166
MarketWise
MKTW
$53.9M
$273K ﹤0.01%
6,820
+655
+11% +$25.7K
ASPI icon
3167
ASP Isotopes
ASPI
$544M
$272K ﹤0.01%
+479,000
New +$260K
FNDA icon
3168
Schwab Fundamental US Small Company Index ETF
FNDA
$9.43B
$272K ﹤0.01%
+10,800
New +$259K
GYRE icon
3169
Gyre Therapeutics
GYRE
$686M
$272K ﹤0.01%
51,626
-6,766
-12% -$24.3K
PFFD icon
3170
Global X US Preferred ETF
PFFD
$2.18B
$272K ﹤0.01%
+14,020
New +$272K
STPZ icon
3171
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$272K ﹤0.01%
5,400
-21,100
-80% -$1.07M
IHT
3172
InnSuites Hospitality Trust
IHT
$15.1M
$271K ﹤0.01%
113,300
-1,700
-1% -$3.2K
TBHC
3173
DELISTED
The Brand House Collective
TBHC
$271K ﹤0.01%
97,300
+8,300
+9% +$24K
PLBC icon
3174
Plumas Bancorp
PLBC
$443M
$271K ﹤0.01%
7,600
+1,000
+15% +$35.4K
EFAV icon
3175
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
$270K ﹤0.01%
+4,000
New +$276K
125 126
127
128 129

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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.