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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
ASXC
3726
DELISTED
Asensus Surgical, Inc.
ASXC
$27K ﹤0.01%
54,400
-75,573
-58% -$45.2K
CPTN
3727
DELISTED
Cepton, Inc. Common Stock
CPTN
$27K ﹤0.01%
+5,616
New +$24.6K
BFRI icon
3728
Biofrontera
BFRI
$16M
$26K ﹤0.01%
2,522
+735
+41% +$7.8K
ELEV
3729
DELISTED
Elevation Oncology
ELEV
$26K ﹤0.01%
16,800
-34,700
-67% -$91.5K
ZKIN icon
3730
ZK International Group
ZKIN
$62.5M
$26K ﹤0.01%
4,981
-2,219
-31% -$10.8K
TLIS
3731
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$26K ﹤0.01%
3,660
+827
+29% +$6K
CREG
3732
DELISTED
Smart Powerr
CREG
$25K ﹤0.01%
156
+5
+3% +$862
IVVD icon
3733
Invivyd
IVVD
$216M
$25K ﹤0.01%
24,200
+3,700
+18% +$4.72K
SCKT icon
3734
Socket Mobile
SCKT
$13.4M
$25K ﹤0.01%
17,500
+1,800
+11% +$2.77K
YGMZ
3735
DELISTED
MingZhu Logistics Holdings
YGMZ
$25K ﹤0.01%
220
-133
-38% -$19K
KBNT
3736
DELISTED
Kubient, Inc. Common Stock
KBNT
$25K ﹤0.01%
44,896
+3,400
+8% +$2.05K
CLPS icon
3737
CLPS Inc
CLPS
$26.1M
$24K ﹤0.01%
20,232
-8,300
-29% -$9.95K
MAIA icon
3738
MAIA Biotechnology
MAIA
$83.9M
$24K ﹤0.01%
10,800
-9,850
-48% -$26.3K
MNDO icon
3739
Mind CTI
MNDO
$20.6M
$24K ﹤0.01%
12,105
-17,695
-59% -$34.5K
RETO icon
3740
ReTo Eco-Solutions
RETO
$9.4M
$24K ﹤0.01%
11
+10
+1,000% +$274K
RVSN icon
3741
Rail Vision
RVSN
$10.2M
$24K ﹤0.01%
+192
New +$36.2K
SNOA icon
3742
Sonoma Pharmaceuticals
SNOA
$6.56M
$24K ﹤0.01%
1,110
-988
-47% -$20.3K
NURO
3743
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$24K ﹤0.01%
3,015
-1,670
-36% -$15.4K
NBSE
3744
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$24K ﹤0.01%
12,601
+3,970
+46% +$13.1K
FXLV
3745
DELISTED
F45 Training Holdings Inc.
FXLV
$24K ﹤0.01%
47,600
-15,374
-24% -$13.1K
PCSA icon
3746
Processa Pharmaceuticals
PCSA
$8.58M
$23K ﹤0.01%
91
+29
+47% +$8.57K
TOMZ icon
3747
TOMI Environmental Solutions
TOMZ
$12.9M
$23K ﹤0.01%
11,581
-3,586
-24% -$7.24K
UPXI icon
3748
Upexi
UPXI
$60.5M
$23K ﹤0.01%
500
-165
-25% -$11.3K
WATT icon
3749
Energous
WATT
$93.4M
$23K ﹤0.01%
+161
New +$34.4K
STAF
3750
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$23K ﹤0.01%
+3,570
New +$38.9K
148 149
150
151 152

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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.