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 | |
|---|---|---|---|---|---|---|
301
Extra Space Storage
EXR
$31B
| $52.2M | 0.08% |
350,400
+123,900
| +55% | +$18.6M |
|
302
America Movil
AMX
$70.3B
| $52M | 0.08% |
2,403,828
-123,600
| -5% | -$2.68M |
|
303
Tower Semiconductor
TSEM
$28.2B
| $51.9M | 0.07% |
1,384,446
+30,300
| +2% | +$1.25M |
|
304
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
| $51.9M | 0.07% |
1,278,722
+400,800
| +46% | +$16.3M |
|
|
TXNM
305
TXNM Energy Inc
TXNM
$5.91B
| $51.9M | 0.07% |
1,149,900
+22,100
| +2% | +$1.04M |
|
306
Cable One
CABO
$192M
| $51.7M | 0.07% |
78,700
+4,500
| +6% | +$3.04M |
|
307
Honda
HMC
$41.1B
| $51.7M | 0.07% |
1,705,298
+301,900
| +22% | +$8.52M |
|
308
Rivian
RIVN
$23.7B
| $51.7M | 0.07% |
3,102,000
+1,908,400
| +160% | +$26.7M |
|
309
Peabody Energy
BTU
$2.98B
| $51.4M | 0.07% |
2,373,343
+807,700
| +52% | +$17.9M |
|
310
SM Energy
SM
$7.73B
| $51.2M | 0.07% |
1,618,700
+53,600
| +3% | +$1.51M |
|
311
McKesson
MCK
$105B
| $51.2M | 0.07% |
119,801
+31,975
| +36% | +$12.3M |
|
312
Medpace
MEDP
$16.9B
| $50.6M | 0.07% |
210,888
-86,600
| -29% | -$18M |
|
313
PBF Energy
PBF
$8.22B
| $50.6M | 0.07% |
1,235,500
-793,132
| -39% | -$30.1M |
|
314
Arista Networks
ANET
$250B
| $50M | 0.07% |
+1,234,000
| New | +$47.7M |
|
|
WNS
315
DELISTED
WNS Holdings
WNS
| $49.8M | 0.07% |
675,000
-41,600
| -6% | -$3.33M |
|
|
PINC
316
DELISTED
Premier
PINC
| $49.5M | 0.07% |
1,789,389
-287,000
| -14% | -$8.19M |
|
317
Sturm, Ruger & Co
RGR
$598M
| $49.3M | 0.07% |
931,376
+16,600
| +2% | +$906K |
|
318
Teva Pharmaceuticals
TEVA
$42.5B
| $49.2M | 0.07% |
6,540,060
+5,400
| +0.1% | +$43.8K |
|
319
TFS Financial
TFSL
$4.83B
| $49.2M | 0.07% |
3,913,756
-189,200
| -5% | -$2.29M |
|
320
C.H. Robinson
CHRW
$17B
| $49.2M | 0.07% |
521,154
-48,254
| -8% | -$4.66M |
|
321
Match Group
MTCH
$8.45B
| $49.1M | 0.07% |
1,173,753
-1,153,100
| -50% | -$42.2M |
|
322
Innoviva
INVA
$1.5B
| $49M | 0.07% |
3,848,847
-71,300
| -2% | -$892K |
|
323
Sterling Infrastructure
STRL
$16.3B
| $48.9M | 0.07% |
877,229
+28,200
| +3% | +$1.25M |
|
324
Clean Harbors
CLH
$16.4B
| $48.9M | 0.07% |
297,533
-190,102
| -39% | -$27.8M |
|
325
Stellantis
STLA
$20.5B
| $48.9M | 0.07% |
2,785,795
-1,019,967
| -27% | -$17.1M |
|
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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.