Jim Simons Renaissance Technologies
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$856M |
| 2 |
Meta Platforms (Facebook)
META
|
+$647M |
| 3 |
NVIDIA
NVDA
|
+$615M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$304M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$301M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.03B |
| 2 |
UnitedHealth
UNH
|
+$686M |
| 3 |
Tesla
TSLA
|
+$387M |
| 4 |
Abbott
ABT
|
+$380M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Verizon
VZ
$195B
| $40.3M | 0.06% |
1,083,136
+921,113
| +569% | +$34.1M |
|
|
NEWR
377
DELISTED
New Relic, Inc.
NEWR
| $40.1M | 0.06% |
613,000
+180,600
| +42% | +$13M |
|
378
NextEra Energy
NEE
$179B
| $40.1M | 0.06% |
+540,500
| New | +$40.9M |
|
379
Patterson-UTI
PTEN
$4.18B
| $39.9M | 0.06% |
3,337,459
+1,304,100
| +64% | +$14.7M |
|
380
Agilent Technologies
A
$42B
| $39.9M | 0.06% |
331,800
-212,400
| -39% | -$27.1M |
|
381
Mercury Insurance
MCY
$5.91B
| $39.7M | 0.06% |
1,309,900
+35,800
| +3% | +$1.09M |
|
382
Healthpeak Properties
DOC
$14.3B
| $39.5M | 0.06% |
1,965,200
+772,800
| +65% | +$16M |
|
383
LyondellBasell Industries
LYB
$20.3B
| $39.5M | 0.06% |
+429,800
| New | +$39.3M |
|
384
Perion Network
PERI
$374M
| $39.4M | 0.06% |
1,283,609
-256,506
| -17% | -$8.81M |
|
385
Papa John's
PZZA
$797M
| $39.4M | 0.06% |
533,100
-113,400
| -18% | -$8.41M |
|
386
Sociedad Química y Minera de Chile
SQM
$20.4B
| $39.3M | 0.06% |
540,800
-205,200
| -28% | -$14.6M |
|
387
Las Vegas Sands
LVS
$29.6B
| $39.2M | 0.06% |
+675,900
| New | +$40M |
|
388
Dollar General
DG
$26.4B
| $38.8M | 0.06% |
228,700
-793,700
| -78% | -$157M |
|
389
Kanzhun
BZ
$7.14B
| $38.5M | 0.06% |
2,555,100
-548,600
| -18% | -$9.18M |
|
390
Toro Company
TTC
$9.28B
| $38.1M | 0.06% |
375,200
+104,800
| +39% | +$10.7M |
|
391
Frontdoor
FTDR
$5.83B
| $38.1M | 0.05% |
1,194,314
+201,800
| +20% | +$6.01M |
|
392
Buckle
BKE
$2.34B
| $37.9M | 0.05% |
1,094,652
-190,681
| -15% | -$6.4M |
|
393
Toast
TOST
$19.4B
| $37.8M | 0.05% |
1,673,400
+713,400
| +74% | +$14.2M |
|
394
Olin
OLN
$2.13B
| $37.5M | 0.05% |
729,900
+79,600
| +12% | +$4.23M |
|
|
CFLT
395
DELISTED
Confluent
CFLT
| $37.2M | 0.05% |
1,054,400
-329,000
| -24% | -$9.21M |
|
396
FMC
FMC
$1.27B
| $37.2M | 0.05% |
356,600
+164,300
| +85% | +$18.5M |
|
397
Fluor
FLR
$7.03B
| $37.1M | 0.05% |
1,255,068
-395,232
| -24% | -$11.3M |
|
398
AvalonBay Communities
AVB
$25.8B
| $36.9M | 0.05% |
195,214
-84,800
| -30% | -$15.1M |
|
399
Brookfield
BN
$109B
| $36.9M | 0.05% |
1,642,895
-1,073,400
| -40% | -$22.7M |
|
400
PPG Industries
PPG
$25.5B
| $36.8M | 0.05% |
+248,400
| New | +$34.7M |
|
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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.