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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
BRK.B icon
3926
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-33,846
Closed -$10.5M
BRKR icon
3927
Bruker
BRKR
$9.03B
– –
-15,910
Closed -$1.25M
BRO icon
3928
Brown & Brown
BRO
$23.8B
– –
-411,200
Closed -$23.6M
BRSP
3929
BrightSpire Capital
BRSP
$628M
– –
-40,000
Closed -$236K
BSCP
3930
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-89,216
Closed -$1.81M
BSCQ icon
3931
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
– –
-61,754
Closed -$1.18M
BTAI icon
3932
BioXcel Therapeutics
BTAI
$32.7M
– –
-5,875
Closed -$1.75M
BTOG icon
3933
Bit Origin
BTOG
$2.25M
– –
-52
Closed -$26K
BUG icon
3934
Global X Cybersecurity ETF
BUG
$1.5B
– –
-24,802
Closed -$582K
BWA icon
3935
BorgWarner
BWA
$14B
– –
-18,401
Closed -$795K
CACC icon
3936
Credit Acceptance
CACC
$5.99B
– –
-27,888
Closed -$12.2M
CAN
3937
Canaan Creative
CAN
$154M
– –
-387,172
Closed -$1.04M
CASY icon
3938
Casey's General Stores
CASY
$31B
– –
-16,372
Closed -$3.54M
CBRE icon
3939
CBRE Group
CBRE
$42.7B
– –
-51,800
Closed -$3.77M
CC icon
3940
Chemours
CC
$2.29B
– –
-249,100
Closed -$7.46M
CBUS icon
3941
Cibus
CBUS
$144M
– –
-10,807
Closed -$184K
CCK icon
3942
Crown Holdings
CCK
$13.1B
– –
-125,300
Closed -$10.4M
CDNS icon
3943
Cadence Design Systems
CDNS
$89B
– –
-146,800
Closed -$30.8M
CDP icon
3944
COPT Defense Properties
CDP
$4.19B
– –
-150,100
Closed -$3.56M
CENN icon
3945
Cenntro
CENN
$8.53M
– –
-647
Closed -$179K
CERT icon
3946
Certara
CERT
$1.22B
– –
-115,900
Closed -$2.79M
CG icon
3947
Carlyle Group
CG
$17.2B
– –
-388,800
Closed -$12.1M
CHEF icon
3948
Chefs' Warehouse
CHEF
$4.53B
– –
-79,149
Closed -$2.69M
CHH icon
3949
Choice Hotels
CHH
$4.75B
– –
-173,600
Closed -$20.3M
CHNR icon
3950
China Natural Resources
CHNR
$5.13M
– –
-998
Closed -$25K
156 157
158
159 160

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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.