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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
VCNX
3801
DELISTED
Vaccinex, Inc. Common Stock
VCNX
$16K ﹤0.01%
+220
New +$18.3K
NEXI
3802
DELISTED
NexImmune, Inc. Common Stock
NEXI
$16K ﹤0.01%
2,264
+688
+44% +$5.93K
NDRA icon
3803
ENDRA Life Sciences
NDRA
$5.68M
$15K ﹤0.01%
+6
New +$16.9K
HPCO
3804
DELISTED
Hempacco Co., Inc. Common Stock
HPCO
$15K ﹤0.01%
3,920
+1,510
+63% +$8.4K
SONX
3805
DELISTED
Sonendo, Inc.
SONX
$15K ﹤0.01%
11,200
-2,900
-21% -$3.94K
ENTX icon
3806
Entera Bio
ENTX
$138M
$14K ﹤0.01%
16,100
+5,700
+55% +$4.87K
ITP icon
3807
IT Tech Packaging
ITP
$2.91M
$14K ﹤0.01%
29,818
+800
+3% +$367
TAOX
3808
Tao Synergies Inc
TAOX
$26M
$14K ﹤0.01%
616
+76
+14% +$1.66K
XWEL icon
3809
XWELL
XWEL
$8.7M
$14K ﹤0.01%
3,565
+180
+5% +$936
AIH
3810
DELISTED
Aesthetic Medical International Holdings
AIH
$14K ﹤0.01%
13,000
-300
-2% -$317
BTTX
3811
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$14K ﹤0.01%
+13,400
New +$13K
AUID icon
3812
authID Inc
AUID
$8.45M
$13K ﹤0.01%
+1,850
New +$7.92K
BJDX icon
3813
Bluejay Diagnostics
BJDX
$1.09M
$13K ﹤0.01%
2
+1
+100% +$9.04K
BYSI icon
3814
BeyondSpring
BYSI
$30.5M
$13K ﹤0.01%
10,776
-111,595
-91% -$125K
NVVE
3815
DELISTED
Nuvve Holding Corp
NVVE
– –
0
– –
PIK
3816
DELISTED
Kidpik Corp. Common Stock
PIK
$13K ﹤0.01%
+3,200
New +$10.4K
EBET
3817
DELISTED
EBET, INC. Common Stock
EBET
$13K ﹤0.01%
3,717
+487
+15% +$4.02K
LGL.WS
3818
DELISTED
LGL Group Inc Warrants
LGL.WS
$12K ﹤0.01%
81,964
-9,095
-10% -$1.36K
MWG icon
3819
Multi Ways Holdings
MWG
$6.53M
$12K ﹤0.01%
+2,050
New +$52.9K
LYT
3820
DELISTED
Lytus Technologies Holdings PTV. Ltd. Common Shares
LYT
$12K ﹤0.01%
422
-128
-23% -$4.67K
NYMX
3821
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
60,800
-8,581
-12% -$3.38K
ZOM
3822
DELISTED
Zomedica Corp.
ZOM
$12K ﹤0.01%
+58,822
New +$11.9K
ABTS icon
3823
Abits Group
ABTS
$3.85M
$11K ﹤0.01%
787
-460
-37% -$6.42K
PYPD icon
3824
PolyPid
PYPD
$92.8M
$11K ﹤0.01%
+960
New +$11.5K
SLNH icon
3825
Soluna Holdings
SLNH
$213M
$11K ﹤0.01%
+2,072
New +$10.9K
151 152
153
154 155

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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.