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 | |
|---|---|---|---|---|---|---|
3226
CPI Aerostructures
CVU
$74.9M
| $240K | ﹤0.01% |
61,800
+30,100
| +95% | +$109K |
|
3227
Microbot Medical
MBOT
$115M
| $239K | ﹤0.01% |
87,695
+67,300
| +330% | +$135K |
|
3228
NBT Bancorp
NBTB
$2.79B
| $239K | ﹤0.01% |
7,500
-28,800
| -79% | -$963K |
|
3229
CPS Technologies
CPSH
$86.5M
| $238K | ﹤0.01% |
85,000
+48,968
| +136% | +$141K |
|
3230
WisdomTree International SmallCap Dividend Fund
DLS
$1.08B
| $238K | ﹤0.01% |
4,000
-4,200
| -51% | -$256K |
|
3231
The Beachbody Company
BODI
$46.5M
| $238K | ﹤0.01% |
11,366
+2,354
| +26% | +$54.2K |
|
3232
Seadrill
SDRL
$2.92B
| $236K | ﹤0.01% |
+5,717
| New | +$212K |
|
3233
Bally's
BALY
$670M
| $235K | ﹤0.01% |
15,097
-56,200
| -79% | -$906K |
|
3234
iShares Russell Top 200 ETF
IWL
$2.29B
| $235K | ﹤0.01% |
+2,200
| New | +$221K |
|
3235
Similarweb
SMWB
$770M
| $234K | ﹤0.01% |
35,600
+4,900
| +16% | +$29.7K |
|
3236
Greene County Bancorp
GCBC
$600M
| $232K | ﹤0.01% |
7,800
-12,982
| -62% | -$313K |
|
|
FNA
3237
DELISTED
Paragon 28, Inc.
FNA
| $232K | ﹤0.01% |
13,066
-46,734
| -78% | -$840K |
|
3238
Cognex
CGNX
$10.4B
| $230K | ﹤0.01% |
+4,100
| New | +$212K |
|
3239
Global X Copper Miners ETF NEW
COPX
$8.01B
| $230K | ﹤0.01% |
+6,100
| New | +$234K |
|
3240
Lockheed Martin
LMT
$138B
| $230K | ﹤0.01% |
500
-123,600
| -100% | -$57.4M |
|
3241
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$12.5M
| $230K | ﹤0.01% |
+363
| New | +$354K |
|
|
ORLA
3242
DELISTED
Orla Mining
ORLA
| $230K | ﹤0.01% |
54,700
+24,900
| +84% | +$111K |
|
3243
Redwire
RDW
$3.35B
| $230K | ﹤0.01% |
90,069
-60,526
| -40% | -$165K |
|
|
EAR
3244
DELISTED
Eargo, Inc. Common Stock
EAR
| $229K | ﹤0.01% |
46,480
-2,700
| -5% | -$13.7K |
|
|
SOHO
3245
DELISTED
Sotherly Hotels
SOHO
| $228K | ﹤0.01% |
120,876
-6,038
| -5% | -$11.4K |
|
|
TWOU
3246
DELISTED
2U Inc
TWOU
| $228K | ﹤0.01% |
1,887
-7,717
| -80% | -$1.03M |
|
3247
Gaia
GAIA
$32.8M
| $227K | ﹤0.01% |
98,400
+11,500
| +13% | +$32K |
|
3248
Intellicheck
IDN
$75.3M
| $227K | ﹤0.01% |
92,100
+32,900
| +56% | +$79.7K |
|
|
OBE
3249
Obsidian Energy
OBE
$691M
| $227K | ﹤0.01% |
38,772
+13,700
| +55% | +$84.8K |
|
|
ML
3250
DELISTED
MoneyLion Inc.
ML
| $227K | ﹤0.01% |
18,863
+2,219
| +13% | +$27K |
|
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.