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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
LUXH
3651
DELISTED
LuxUrban Hotels Inc. Common Stock
LUXH
$41K ﹤0.01%
+186
New +$39.7K
BANL icon
3652
CBL International Ltd
BANL
$12.9M
$40K ﹤0.01%
+976
New +$82.8K
INDP icon
3653
Indaptus Therapeutics
INDP
$136M
$40K ﹤0.01%
743
+57
+8% +$3.33K
SBIG
3654
DELISTED
SpringBig Holdings, Inc. Common Stock
SBIG
$40K ﹤0.01%
+89,671
New +$48.9K
NOVN
3655
DELISTED
Novan, Inc. Common Stock
NOVN
$40K ﹤0.01%
94,100
+8,726
+10% +$9.24K
NCRA icon
3656
Nocera
NCRA
$3.65M
$39K ﹤0.01%
+527
New +$22.8K
TOVX icon
3657
Theriva Biologics
TOVX
$11M
$39K ﹤0.01%
1,548
+160
+12% +$2.82K
SUNW
3658
DELISTED
Sunworks, Inc.
SUNW
$39K ﹤0.01%
34,899
-174,890
-83% -$195K
TCBP
3659
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
$39K ﹤0.01%
+22
New +$70.6K
GRNA
3660
DELISTED
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
$39K ﹤0.01%
131,049
-125,251
-49% -$37.8K
BQ
3661
Boqii Holding Ltd
BQ
$9.08M
$38K ﹤0.01%
678
+27
+4% +$1.51K
CASI
3662
DELISTED
CASI Pharmaceuticals
CASI
$38K ﹤0.01%
15,100
+2,000
+15% +$5.38K
CLIR icon
3663
ClearSign Technologies
CLIR
$28.1M
$38K ﹤0.01%
+2,925
New +$34.4K
NEWP
3664
New Pacific Metals
NEWP
$1.22B
$38K ﹤0.01%
+17,399
New +$42.6K
STG
3665
Sunlands Technology
STG
$44.5M
$38K ﹤0.01%
+10,325
New +$57.8K
BPTH
3666
DELISTED
Bio-Path Holdings Inc
BPTH
$38K ﹤0.01%
1,070
+55
+5% +$1.7K
ALP
3667
Alpha Compute
ALP
$4.22M
$37K ﹤0.01%
+535
New +$35.7K
ZENV
3668
DELISTED
Zenvia
ZENV
$37K ﹤0.01%
49,200
+21,200
+76% +$16.9K
CWBR
3669
DELISTED
CohBar, Inc. Common Stock
CWBR
$37K ﹤0.01%
13,360
+1,637
+14% +$3.68K
AMBO
3670
Ambow Education Holding
AMBO
$5.89M
$36K ﹤0.01%
16,064
-730
-4% -$1.81K
NSPR icon
3671
InspireMD
NSPR
$40.3M
$36K ﹤0.01%
+14,200
New +$22.6K
NVNO
3672
enVVeno Medical
NVNO
$7.5M
$36K ﹤0.01%
+336
New +$43.6K
SINT icon
3673
SiNtx Technologies
SINT
$9.98M
$36K ﹤0.01%
+148
New +$45.3K
ILLM
3674
DELISTED
illumin Holdings Inc. Common Shares
ILLM
$36K ﹤0.01%
+21,159
New +$33.9K
LOOP icon
3675
Loop Industries
LOOP
$32.2M
$35K ﹤0.01%
+11,000
New +$33.8K
145 146
147
148 149

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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.