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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
NVDL icon
3176
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.88B
$270K ﹤0.01%
+57,600
New +$194K
UE icon
3177
Urban Edge Properties
UE
$2.76B
$270K ﹤0.01%
17,500
-11,400
-39% -$164K
ARAV
3178
DELISTED
Aravive, Inc. Common Stock
ARAV
$270K ﹤0.01%
214,245
+61,532
+40% +$99.8K
XAR icon
3179
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.62B
$267K ﹤0.01%
+2,200
New +$256K
SBOW
3180
DELISTED
SilverBow Resources, Inc.
SBOW
$266K ﹤0.01%
9,121
-18,200
-67% -$450K
QTEC icon
3181
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.9B
$265K ﹤0.01%
+1,800
New +$239K
QTTB icon
3182
Q32 Bio
QTTB
$467M
$265K ﹤0.01%
16,617
-562
-3% -$10.1K
NJR icon
3183
New Jersey Resources
NJR
$5.64B
$264K ﹤0.01%
5,600
-77,800
-93% -$3.92M
OCFT
3184
DELISTED
OneConnect Financial Technology
OCFT
$264K ﹤0.01%
79,960
+1,800
+2% +$8.29K
TMP icon
3185
Tompkins Financial
TMP
$1.45B
$263K ﹤0.01%
+4,730
New +$272K
UNB icon
3186
Union Bankshares
UNB
$121M
$263K ﹤0.01%
11,332
-2,400
-17% -$52.6K
DRIO icon
3187
DarioHealth
DRIO
$73.9M
$261K ﹤0.01%
3,250
+358
+12% +$27.2K
PET
3188
DELISTED
Wag!
PET
$261K ﹤0.01%
124,265
+55,199
+80% +$125K
TNGX icon
3189
Tango Therapeutics
TNGX
$4.35B
$261K ﹤0.01%
78,700
+17,800
+29% +$64K
PFIX icon
3190
Simplify Interest Rate Hedge ETF
PFIX
$176M
$258K ﹤0.01%
+4,116
New +$264K
DC icon
3191
Dakota Gold
DC
$823M
$257K ﹤0.01%
88,100
+75,300
+588% +$248K
DEM icon
3192
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$256K ﹤0.01%
6,697
-24,203
-78% -$930K
TCRT icon
3193
Alaunos Therapeutics
TCRT
$4.88M
$256K ﹤0.01%
3,351
-3,448
-51% -$279K
ESGD icon
3194
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$255K ﹤0.01%
+3,500
New +$255K
LIND icon
3195
Lindblad Expeditions
LIND
$2.25B
$255K ﹤0.01%
+23,400
New +$240K
PATI
3196
DELISTED
Patriot Transportation Holding, Inc. Common Stock
PATI
$255K ﹤0.01%
30,209
+8,000
+36% +$72.4K
FMAO icon
3197
Farmers & Merchants Bancorp
FMAO
$486M
$254K ﹤0.01%
11,281
-1,100
-9% -$24.2K
GROW icon
3198
US Global Investors
GROW
$38.7M
$254K ﹤0.01%
82,915
+9,547
+13% +$26.5K
HLGN
3199
DELISTED
Heliogen, Inc.
HLGN
$254K ﹤0.01%
29,678
-27,905
-48% -$256K
FOA icon
3200
Finance of America Companies
FOA
$205M
$253K ﹤0.01%
13,240
-770
-5% -$12.9K
126 127
128
129 130

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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.