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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
ISUN
3526
DELISTED
iSun, Inc. Common Stock
ISUN
$78K ﹤0.01%
195,500
+93,014
+91% +$55.8K
SOLO
3527
DELISTED
Electrameccanica Vehicles Corp. Ltd.
SOLO
$77K ﹤0.01%
+124,175
New +$71.7K
WHLM
3528
DELISTED
Wilhelmina International, Inc
WHLM
$76K ﹤0.01%
19,900
-5,400
-21% -$21.5K
RHE
3529
DELISTED
Regional Health Properties, Inc.
RHE
$76K ﹤0.01%
21,200
-4,998
-19% -$16.7K
AHG
3530
Akso Health Group
AHG
$1.26B
$75K ﹤0.01%
214,398
-19,300
-8% -$6.34K
IMTE icon
3531
Integrated Media Technology
IMTE
$1.69M
$75K ﹤0.01%
21,003
-253
-1% -$1.14K
INFI
3532
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$75K ﹤0.01%
358,200
+123,200
+52% +$21.4K
MBRX icon
3533
Moleculin Biotech
MBRX
$3.71M
$74K ﹤0.01%
340
+88
+35% +$23.2K
MSC
3534
Studio City International Holdings
MSC
$335M
$74K ﹤0.01%
10,700
-400
-4% -$2.72K
PMCB icon
3535
PharmaCyte Biotech
PMCB
$5.88M
$74K ﹤0.01%
+25,874
New +$77.6K
BSQR
3536
DELISTED
BSQUARE Corporation
BSQR
$74K ﹤0.01%
57,000
+8,000
+16% +$9.4K
GP
3537
GreenPower Motor Co
GP
$11.3M
$73K ﹤0.01%
2,800
-3,108
-53% -$82K
HTOO icon
3538
Fusion Fuel Green
HTOO
$17.9M
$73K ﹤0.01%
817
-1,366
-63% -$140K
LIQT icon
3539
LiqTech
LIQT
$20M
$73K ﹤0.01%
22,628
+2,399
+12% +$8.14K
STRR
3540
DELISTED
Star Equity Holdings
STRR
$73K ﹤0.01%
+13,874
New +$67.5K
UAVS icon
3541
AgEagle Aerial Systems
UAVS
$55.5M
$73K ﹤0.01%
+317
New +$113K
ARVL
3542
DELISTED
Arrival Ordinary Shares
ARVL
$73K ﹤0.01%
28,216
-119,939
-81% -$379K
SPI
3543
DELISTED
SPI Energy Co., Ltd. Ordinary Shares
SPI
$73K ﹤0.01%
51,976
+35,276
+211% +$45.3K
LSF icon
3544
Laird Superfood
LSF
$46.8M
$72K ﹤0.01%
90,100
+4,500
+5% +$3.85K
VIOT
3545
Viomi Technology
VIOT
$48M
$72K ﹤0.01%
80,064
-1,000
-1% -$899
SHPW
3546
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
$72K ﹤0.01%
19,033
-8,630
-31% -$26.8K
ARMP icon
3547
Armata Pharmaceuticals
ARMP
$158M
$71K ﹤0.01%
62,396
-800
-1% -$1.16K
AMTI
3548
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
$71K ﹤0.01%
273,287
+4,000
+1% +$1.13K
BRNS
3549
Barinthus Biotherapeutics
BRNS
$23.8M
$70K ﹤0.01%
34,000
+22,600
+198% +$53.5K
PHGE icon
3550
BiomX
PHGE
$1.6M
$70K ﹤0.01%
1,029
+617
+150% +$35.8K
140 141
142
143 144

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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.