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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
CHR icon
3951
Cheer Holding
CHR
$3.43M
– –
-160
Closed -$174K
CIM
3952
Chimera Investment
CIM
$991M
– –
-123,887
Closed -$2.1M
CISO
3953
CISO Global
CISO
$11.8M
– –
-2,893
Closed -$15K
CIVI
3954
DELISTED
Civitas Resources
CIVI
– –
-159,207
Closed -$10.9M
CLF icon
3955
Cleveland-Cliffs
CLF
$6.99B
– –
-340,459
Closed -$6.24M
CLFD icon
3956
Clearfield
CLFD
$395M
– –
-20,874
Closed -$972K
CLVT icon
3957
Clarivate
CLVT
$1.19B
– –
-355,600
Closed -$3.34M
CMPX icon
3958
Compass Therapeutics
CMPX
$427M
– –
-52,300
Closed -$171K
CMPS
3959
Compass Pathways
CMPS
$1.97B
– –
-20,400
Closed -$203K
CMS icon
3960
CMS Energy
CMS
$22B
– –
-188,374
Closed -$11.6M
CNO icon
3961
CNO Financial Group
CNO
$5.02B
– –
-13,000
Closed -$288K
CNSP icon
3962
CNS Pharmaceuticals
CNSP
$7.32M
– –
-1
Closed -$27K
CODA icon
3963
Coda Octopus Group
CODA
$116M
– –
-12,806
Closed -$94K
COF icon
3964
Capital One
COF
$136B
– –
-1,030,099
Closed -$99.1M
COGT icon
3965
Cogent Biosciences
COGT
$6.76B
– –
-61,468
Closed -$663K
COR icon
3966
Cencora
COR
$60B
– –
-283,500
Closed -$45.4M
COST icon
3967
Costco
COST
$421B
– –
-232,792
Closed -$116M
CP icon
3968
Canadian Pacific Kansas City
CP
$81.5B
– –
-498,460
Closed -$38.3M
CPAC
3969
Cementos Pacasmayo
CPAC
$1.02B
– –
-10,900
Closed -$58K
CRBU icon
3970
Caribou Biosciences
CRBU
$169M
– –
-77,700
Closed -$413K
CRDL
3971
Cardiol Therapeutics
CRDL
$175M
– –
-10,100
Closed -$5K
CRESY
3972
Cresud
CRESY
$759M
– –
-63,595
Closed -$389K
CRK icon
3973
Comstock Resources
CRK
$4.09B
– –
-556,600
Closed -$6.01M
CRMD icon
3974
CorMedix
CRMD
$557M
– –
-181,724
Closed -$752K
CRMT icon
3975
America's Car Mart
CRMT
$26.2M
– –
-20,672
Closed -$1.64M
157 158
159
160 161

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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.