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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
ATER icon
3901
Aterian
ATER
$5.09M
– –
-15,401
Closed -$159K
ATOM icon
3902
Atomera
ATOM
$216M
– –
-31,204
Closed -$199K
AUB icon
3903
Atlantic Union Bankshares
AUB
$6.06B
– –
-68,800
Closed -$2.41M
AUUD
3904
Auddia
AUUD
$5.95M
– –
-4
Closed -$10K
JBIO
3905
Jade Biosciences
JBIO
$1.48B
– –
-503
Closed -$355K
AWK icon
3906
American Water Works
AWK
$26.8B
– –
-161,100
Closed -$23.6M
AZ icon
3907
A2Z Smart Technologies
AZ
$288M
– –
-8,196
Closed -$26K
BALL icon
3908
Ball Corp
BALL
$16.4B
– –
-236,022
Closed -$13M
BAR icon
3909
GraniteShares Gold Shares
BAR
$1.49B
– –
-34,900
Closed -$681K
BBIO icon
3910
BridgeBio Pharma
BBIO
$16.4B
– –
-763,746
Closed -$12.7M
BDN
3911
Brandywine Realty Trust
BDN
$541M
– –
-515,886
Closed -$2.44M
BDRX
3912
Biodexa Pharmaceuticals
BDRX
$1.54M
– –
-1
Closed -$21K
BEAT icon
3913
Heartbeam
BEAT
$31.7M
– –
-23,568
Closed -$53K
BFLY icon
3914
Butterfly Network
BFLY
$2.52B
– –
-428,300
Closed -$805K
BHC icon
3915
Bausch Health
BHC
$2.32B
– –
-1,135,289
Closed -$9.2M
BIP icon
3916
Brookfield Infrastructure Partners
BIP
$18.2B
– –
-221,700
Closed -$7.48M
BIPC icon
3917
Brookfield Infrastructure
BIPC
$4.93B
– –
-65,850
Closed -$3.03M
BIV icon
3918
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
– –
-23,000
Closed -$1.76M
BKSY icon
3919
BlackSky Technology
BKSY
$1.3B
– –
-11,438
Closed -$137K
BLFS icon
3920
BioLife Solutions
BLFS
$1.71B
– –
-34,300
Closed -$746K
BMEA icon
3921
Biomea Fusion
BMEA
$92.8M
– –
-79,800
Closed -$2.48M
BND icon
3922
Vanguard Total Bond Market
BND
$161B
– –
-8,600
Closed -$635K
BNTC icon
3923
Benitec Biopharma
BNTC
$424M
– –
-13,228
Closed -$47K
BON
3924
Bon Natural Life
BON
$9.35M
– –
-138
Closed -$49K
BRDG
3925
DELISTED
Bridge Investment Group
BRDG
– –
-81,900
Closed -$928K
155 156
157
158 159

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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.