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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
BCDA icon
3626
BioCardia
BCDA
$13.1M
$47K ﹤0.01%
1,180
+140
+13% +$4.31K
PZG icon
3627
Paramount Gold Nevada
PZG
$130M
$47K ﹤0.01%
149,400
-177,600
-54% -$57.5K
XNET
3628
Xunlei
XNET
$316M
$47K ﹤0.01%
23,925
+13,640
+133% +$22.5K
TFFP
3629
DELISTED
TFF Pharmaceuticals, Inc. Common Stock
TFFP
$47K ﹤0.01%
4,020
+716
+22% +$10.3K
FUV
3630
DELISTED
Arcimoto, Inc. Common Stock
FUV
$47K ﹤0.01%
+32,529
New +$50.4K
IKT icon
3631
Inhibikase Therapeutics
IKT
$377M
$46K ﹤0.01%
12,722
+1,505
+13% +$5.61K
ITRM
3632
DELISTED
Iterum Therapeutics
ITRM
$46K ﹤0.01%
42,784
+3,900
+10% +$4.32K
REFR icon
3633
Research Frontiers
REFR
$16.8M
$46K ﹤0.01%
+29,000
New +$46.9K
SQFT icon
3634
Presidio Property Trust
SQFT
$1.85M
$46K ﹤0.01%
5,105
+510
+11% +$4.67K
CNTX icon
3635
Context Therapeutics
CNTX
$43.2M
$45K ﹤0.01%
28,300
+9,100
+47% +$7.74K
MYO icon
3636
Myomo
MYO
$60.2M
$45K ﹤0.01%
86,898
+18,298
+27% +$10.2K
SABS icon
3637
SAB Biotherapeutics
SABS
$346M
$45K ﹤0.01%
+5,440
New +$44.6K
HSDT icon
3638
Solana Company
HSDT
$102M
$44K ﹤0.01%
+6
New +$40.7K
IH
3639
iHuman
IH
$70.5M
$44K ﹤0.01%
14,860
+2,160
+17% +$6.69K
MDNA
3640
DELISTED
Medicenna Therapeutics Corp. Common Shares
MDNA
$44K ﹤0.01%
90,400
-59,900
-40% -$37K
AREC icon
3641
American Resources Corp
AREC
$300M
$43K ﹤0.01%
21,924
-331,676
-94% -$506K
RZLT icon
3642
Rezolute
RZLT
$453M
$43K ﹤0.01%
21,900
+2,500
+13% +$5.15K
ELYS
3643
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$43K ﹤0.01%
112,008
-22,292
-17% -$11K
BDSX icon
3644
Biodesix
BDSX
$256M
$42K ﹤0.01%
1,705
-695
-29% -$20.8K
OGEN icon
3645
Oragenics
OGEN
$2.42M
$42K ﹤0.01%
424
-136
-24% -$12.6K
STLN
3646
Starling Oncology, Inc. Common Stock
STLN
$644M
$42K ﹤0.01%
75,642
-56,858
-43% -$30.1K
BEST
3647
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$42K ﹤0.01%
19,900
+900
+5% +$2.33K
TCON
3648
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$42K ﹤0.01%
7,174
-1,256
-15% -$22.9K
LVOX
3649
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
$42K ﹤0.01%
15,400
+3,600
+31% +$10K
FORA
3650
DELISTED
Forian
FORA
$41K ﹤0.01%
16,915
-3,785
-18% -$10.1K
144 145
146
147 148

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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.