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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
OTRK
3676
DELISTED
Ontrak
OTRK
$35K ﹤0.01%
+832
New +$35.9K
TIRX
3677
DELISTED
Tian Ruixiang Holdings
TIRX
$35K ﹤0.01%
1,044
+364
+54% +$14.5K
GRCE
3678
Grace Therapeutics
GRCE
$44.2M
$35K ﹤0.01%
11,267
-3,861
-26% -$11.5K
NBRV
3679
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$35K ﹤0.01%
22,861
-500
-2% -$794
ALAR
3680
Alarum Technologies
ALAR
$13.3M
$34K ﹤0.01%
14,261
+3,500
+33% +$8K
SDEV
3681
Stablecoin Development Corp
SDEV
$50.4M
$34K ﹤0.01%
257
+150
+140% +$26.8K
NNBR icon
3682
NN Inc
NNBR
$302M
$34K ﹤0.01%
14,300
+2,518
+21% +$3.81K
PTPI
3683
DELISTED
Petros Pharmaceuticals
PTPI
$34K ﹤0.01%
+671
New +$52.3K
ATTO
3684
DELISTED
Atento S.A.
ATTO
$34K ﹤0.01%
34,112
+2,000
+6% +$3.08K
AIFA
3685
All In FutureTech Alliance Inc
AIFA
$17.7M
$33K ﹤0.01%
5,283
+516
+11% +$3.29K
INAB icon
3686
IN8bio
INAB
$9.83M
$33K ﹤0.01%
+723
New +$45.2K
VTAK icon
3687
Catheter Precision
VTAK
$1.06M
$33K ﹤0.01%
190
-22
-10% -$5.07K
WAFU icon
3688
Wah Fu Education Group
WAFU
$6.4M
$33K ﹤0.01%
+14,700
New +$31.4K
ENFY
3689
DELISTED
Enlightify Inc
ENFY
$33K ﹤0.01%
13,051
+1,500
+13% +$4.93K
HSCS icon
3690
Heart Test Laboratories
HSCS
$7.8M
$32K ﹤0.01%
354
+127
+56% +$12.4K
ILAG icon
3691
Intelligent Living
ILAG
$6.69M
$32K ﹤0.01%
+2,870
New +$32.8K
JG
3692
Aurora Mobile
JG
$30.4M
$32K ﹤0.01%
5,725
+100
+2% +$703
IMDX
3693
Insight Molecular Diagnostics
IMDX
$147M
$32K ﹤0.01%
6,905
+3,925
+132% +$19.8K
PHIO icon
3694
Phio Pharmaceuticals
PHIO
$12.5M
$32K ﹤0.01%
1,253
-334
-21% -$11.7K
VOXR
3695
Vox Royalty Corp
VOXR
$356M
$32K ﹤0.01%
13,200
-1,300
-9% -$3.59K
WWR icon
3696
Westwater Resources
WWR
$81M
$32K ﹤0.01%
38,400
-24,521
-39% -$21.7K
DCOY
3697
Decoy Therapeutics
DCOY
$1.92M
$31K ﹤0.01%
14
– –
AGIL
3698
DELISTED
AgileThought Inc
AGIL
$31K ﹤0.01%
41,814
+29,514
+240% +$39K
MITQ icon
3699
Moving iMage Technologies
MITQ
$5.44M
$30K ﹤0.01%
26,052
-16,548
-39% -$17.3K
BSIN
3700
Big Sky Industrial
BSIN
$72.7M
$30K ﹤0.01%
21,400
-22,104
-51% -$31.1K
146 147
148
149 150

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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.