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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
CRON
3976
Cronos Group
CRON
$1.17B
– –
-94,100
Closed -$183K
CSGP icon
3977
CoStar Group
CSGP
$12.4B
– –
-1,374,480
Closed -$94.6M
CSL icon
3978
Carlisle Companies
CSL
$15.2B
– –
-83,300
Closed -$18.8M
CSX icon
3979
CSX Corp
CSX
$92.8B
– –
-4,715,800
Closed -$141M
CTKB icon
3980
Cytek Biosciences
CTKB
$621M
– –
-353,500
Closed -$3.25M
CTRE icon
3981
CareTrust REIT
CTRE
$9.25B
– –
-186,900
Closed -$3.66M
CWH icon
3982
Camping World
CWH
$659M
– –
-67,100
Closed -$1.4M
CX icon
3983
Cemex
CX
$16.2B
– –
-75,093
Closed -$415K
CYCN icon
3984
Cyclerion Therapeutics
CYCN
$18.4M
– –
-4,335
Closed -$38K
CZWI icon
3985
Citizens Community Bancorp
CZWI
$200M
– –
-10,400
Closed -$110K
DCGO icon
3986
DocGo
DCGO
$66.2M
– –
-53,309
Closed -$461K
DDD icon
3987
3D Systems Corp
DDD
$603M
– –
-401,350
Closed -$4.3M
DFCF icon
3988
Dimensional Core Fixed Income ETF
DFCF
$10.9B
– –
-6,140
Closed -$261K
DFS
3989
DELISTED
Discover Financial Services
DFS
– –
-164,800
Closed -$16.3M
DFSD
3990
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.16B
– –
-19,200
Closed -$896K
DIHP icon
3991
Dimensional International High Profitability ETF
DIHP
$6.59B
– –
-27,500
Closed -$665K
DISV icon
3992
Dimensional International Small Cap Value ETF
DISV
$5.14B
– –
-34,000
Closed -$809K
DLTH icon
3993
Duluth Holdings
DLTH
$151M
– –
-28,296
Closed -$181K
DLX icon
3994
Deluxe
DLX
$1.09B
– –
-34,200
Closed -$547K
DMAC icon
3995
DiaMedica Therapeutics
DMAC
$369M
– –
-64,508
Closed -$99K
DNN icon
3996
Denison Mines
DNN
$2.98B
– –
-650,760
Closed -$709K
DOV icon
3997
Dover
DOV
$28B
– –
-41,000
Closed -$6.23M
DRMA icon
3998
Dermata Therapeutics
DRMA
$5.55M
– –
-176
Closed -$34K
DRS icon
3999
Leonardo DRS
DRS
$12.1B
– –
-40,800
Closed -$529K
DTE icon
4000
DTE Energy
DTE
$28.9B
– –
-16,300
Closed -$1.79M
158 159
160
161 162

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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.