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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
AAME icon
3576
Atlantic American Corp
AAME
$30.2M
$61K ﹤0.01%
31,700
+800
+3% +$1.78K
FENG
3577
Phoenix New Media
FENG
$18.9M
$61K ﹤0.01%
31,131
-4,700
-13% -$10.8K
THM
3578
International Tower Hill Mines
THM
$733M
$61K ﹤0.01%
145,189
+6,838
+5% +$3.44K
PVLA
3579
Palvella Therapeutics
PVLA
$2.23B
$61K ﹤0.01%
4,619
-198
-4% -$12K
FURY
3580
Fury Gold Mines
FURY
$116M
$60K ﹤0.01%
142,988
+92,811
+185% +$46K
NCEL
3581
NewcelX Ltd
NCEL
$17.9M
$60K ﹤0.01%
137
+57
+71% +$27.4K
SISI
3582
DELISTED
Shineco
SISI
$60K ﹤0.01%
15
-2
-12% -$12.7K
SUNL
3583
DELISTED
Sunlight Financial Holdings, Inc.
SUNL
$60K ﹤0.01%
10,330
+2,860
+38% +$21.7K
AEYE icon
3584
AudioEye
AEYE
$72.6M
$59K ﹤0.01%
+12,000
New +$73.4K
MYSE
3585
Myseum.AI Inc
MYSE
$13.6M
$59K ﹤0.01%
10,890
+320
+3% +$1.46K
ENVB icon
3586
Enveric Biosciences
ENVB
$6.24M
$58K ﹤0.01%
+95
New +$46.2K
SIDU icon
3587
Sidus Space
SIDU
$253M
$58K ﹤0.01%
+3,208
New +$87.7K
SUNE
3588
SUNation Energy
SUNE
$10.8M
– –
0
– –
CDRO icon
3589
Codere Online
CDRO
$411M
$57K ﹤0.01%
+15,814
New +$47.9K
IDR icon
3590
Idaho Strategic Resources
IDR
$549M
$57K ﹤0.01%
+10,600
New +$56.2K
PAVS icon
3591
Paranovus Entertainment Technology
PAVS
$5.89M
– –
0
– –
FRLN
3592
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
$56K ﹤0.01%
21,860
+6,487
+42% +$25.6K
ZSTK
3593
ZeroStack Corp
ZSTK
$21.1M
$55K ﹤0.01%
590
+76
+15% +$12.3K
INUV icon
3594
Inuvo
INUV
$14.2M
$55K ﹤0.01%
24,810
+3,490
+16% +$10.1K
IZM icon
3595
ICZOOM Group
IZM
$3.56M
$55K ﹤0.01%
+11,572
New +$38.9K
TKLF
3596
Yoshitsu Co
TKLF
$8.47M
$55K ﹤0.01%
4,460
-2,011
-31% -$26.1K
BMTX
3597
DELISTED
BM Technologies, Inc.
BMTX
$55K ﹤0.01%
+18,500
New +$56K
BFI
3598
DELISTED
BurgerFi International, Inc. Common Stock
BFI
$55K ﹤0.01%
34,800
+4,400
+14% +$5.84K
MRDB
3599
DELISTED
MariaDB plc
MRDB
$55K ﹤0.01%
64,429
+50,429
+360% +$55.3K
AKTX
3600
Akari Therapeutics
AKTX
$12.6M
$54K ﹤0.01%
398
+44
+12% +$6.36K
142 143
144
145 146

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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.